Configure time period categories

You use time period categories to manage the data structures of different kinds of time period definitions. You can create new categories, and update or remove existing ones.

Category types

All categories fall into a set of types defined in globallist timeperiodCategoryTypes based on the codes table. The out-of-the-box types are described in the following table. You can configure the types to suit your needs.

Type	Description
Maintenance Window	Maintenance period.
Neutral	Information period.
Freeze Period	Blackout period.

Category workflows

Each category has an associated workflow, which is created for the timeperiodDefinition table. Before creating a time period, make sure you have already created a workflow for it. For details, see Configure a time period workflow.

Category configuration

To create a new time period category, follow these steps:

1. Click Time Period Management > Configuration > Time Period Categories.

   The Time Period Categories search form opens.

2. Click New.

   An ID is automatically assigned to the new category.

3. Complete the following fields.

   Attribute	Description	Notes
   Id	An automatically generated unique ID.
   Type	Select one from the pre-defined types. For example: Maintenance Window Neutral Freeze Period	This is a mandatory field. Cannot be changed as long as there are active time periods related to the category.
   Name	A display name for the time period category.	This is a mandatory field. Cannot be changed as long as there are active time periods related to the category.
   Workflow	The workflow that is associated with this category. Time periods of this category will use this workflow.	A workflow created for the timeperiodDefinition table.
   Active	Active flag. If the flag is set to false, the category will not be selectable when users create a new time period.
   Color	The color in which this time period category is displayed in the calendar.	Global List with predefined values as HTML color code
   Usage Condition	A condition that allows the user an additional filtering on the categories. When a time period is created and this condition evaluates to false, the category is not selectable. To add a usage condition, Click Edit and then add a RAD expression in the Condition Editor.	Any RAD condition is acceptable. Whether a user can use a category or not is also dependent on the Allowed Categories setting in the user's Security Role. For more information, see Time period security areas and roles.
   Description	A description of the category.

4. Click Save.

   The new category is created.

To update an existing category, follow these steps:

1. Navigate to Time Period Management > Configuration > Time Period Categories.

   The Time Period Categories search form opens.

2. Complete some fields to narrow down your search results or leave the fields empty, and then click Search.

3. Select the category, and update its field values.

4. Click Save.

To delete an existing category, follow these steps:

1. Navigate to Time Period Management > Configuration > Time Period Categories, and open the category.

2. Click Delete.