Configure time period global settings

Administrators can configure some global settings for the Time Period Management module. This configuration includes updating or deleting existing settings and adding new settings.

To configure time period settings, follow these steps:

1. Click Time Period Management > Administration > Settings.

   The Time Period Settings form opens, in which the Module and Area fields are auto-populated with these values: Timeperiod, and Timeperiod Configuration.

2. Specify the settings on the form, as described in the following table.

   Attribute	Description	Validation
   Time period category group-by fields (comma separated)	The fields by which the time period categories are grouped when users creates a new time period definition.	Maximum: 4 fields
   Time period category sort-by fields (comma separated)	The fields by which the time period categories are sorted when users creates a new time period definition.	Maximum: 4 fields
   Link for copy	The link record used to copy the fields from the current record to the target. The default link is timeperiodDefinition.copy.	None
   Copy options for Rules and Occurrences	These are the options when users copy time period definitions: Do not copy Rules/Occurrences Copy Rules only Copy Rules/Occurrences	None
   Lock Rules once approved	If this option is set to true, users cannot edit or delete their rules anymore when time periods are approved and then return to the first phase of the workflow. Users can only deactivate or activate the rules. If this option is set to false, users can always edit or delete their rules as long as time periods are in the first phase. Note A time period rule reflects the recurrence of future start and end times of the time period occurrences. A time period rule stores all the recurrence patterns. For more information, see Time period recurrence rules.	None
   Maximum number of occurrences before a rule expires	The maximum allowed value for the Expires after field in which the user enters the number of recurrences within a time period rule. For more information, see Create a time period.	No greater than 100
   Maximum number of months for calculating future occurrences	The number of months to calculate future occurrences.	Maximum: 12 months The default value (12) is recommended for best performance.
   Number of occurrences for initial display	The maximum number of occurrences that are displayed when users view a time period definition.	Maximum: 100
   Force activity entry for occurrence status changes	If this option is selected, users are required to give an explanation when changing the status of an occurrence. The explanation is logged in the activity log.	None
   Disable the Pop-up Window to warn time period conflicts	If this option is set to true, the time period conflicts warning is displayed in system message. If this option is set to false, a window is opened to warn time period conflicts.	None
   Send an email notification to the time period owner when the conflicting change is approved	If this option is selected, an email will be sent to the time period owner of a freeze window when the conflicting change is approved.	None

3. Click Save.

To add a new time period setting, follow these steps:

1. Click Time Period Management > Administration > Settings.

   The Time Period Settings form opens.

2. Click More or the More Actions menu, and select Add New Setting.

   The New Setting Information wizard opens.

3. Compete the following fields, and click Next.

   Field Name	Description	Example Value
   Setting Id	Specify an ID for the setting. Note Once saved, the setting ID becomes non-editable.	categoryGroupBy
   Display Label	Enter a display name of the setting.	Time period category sort-by fields
   Description	Enter a description of the setting.
   Setting Type	Select a type from the list: Number: a numeric field. String: a String field. Date/Time: a Date/Time field. Boolean: a Boolean field. A check box will appear before the display label. Manual List: a list of options. Global List: a global list. Record Condition	String
   Mandatory	Indicates if this setting is mandatory.	Not selected

4. If the setting requires validation, enter a validation script; otherwise leave it empty.
5. Click Finish.
6. Open Time Period Settings from the navigator. The new setting now appears on the form.

To edit or remove an existing time period setting, follow these steps:

1. Click Time Period Management > Administration > Settings.

2. Click More or the More Actions menu, and select Edit Settings.

   A wizard opens.

3. Click the Setting Id of the setting you want to edit or remove.
4. Update the field values as needed, and click Finish.
5. If you want to remove the setting, click Remove This Setting.