A detailed look at the fields and dependencies in the Opening Times records, how to create a new Opening Times record & editing existing Opening Times.
Opening Times are only available in the Standard
and Enterprise
versions of Solarvista. If you are using Lite
, please skip to Teams or return to Setting Up Data.
The “Opening Times” record holds information about a pattern of hours per day that represents the open time for a specific customer or site.
These records are used to enable better planning and scheduling i.e. to ensure people to do not arrive at sites that may be closed at times when working hours overlap.
Each day of the week can have a different opening time and closing time.
For each day, you must set the opening time and the closing time. If the day is closed all day, you should set the same Open and Close time for the day. If any day’s open or close time is not set, it will assume 00:00.
Where Opening Times Records are Used
The following files refer to Opening Times records so if you plan to use any of these, setting up the records in this file will be important or even critical:
Data Sources
- Customers
- Sites
Pre-requisite Files for Opening Times Records
When setting up Resolution records, it is recommended to review the other data files that may need to be referred to by each record. These are the files that you may need to setup in advance:
None.
Field Descriptions for Opening Times Records
The ID section holds the unique ID for the record:
Reference - holds the unique ID for the record (most records in Solarvista have one of these). It cannot contain any spaces or non-standard characters. Once the record is saved, it is not possible to edit it afterwards. In most default situations, the Reference is automatically set using a counter sequence, however, you can setup your own if you prefer.
The Details section holds a name & description:
Name – the name of the Opening Times patterns e.g. “Mon-Fri, 9-5” etc.
Description – a text field to describe the Opening Times pattern to help users.
The Monday section holds the times for each Monday day of week:
Open – the time the location/office/facility opens on a Monday.
Close – the time the location/office/facility closes on a Monday.
The Tuesday section holds the times for each Tuesday day of week:
Open – the time the location/office/facility opens on a Tuesday.
Close – the time the location/office/facility closes on a Tuesday.
The Wednesday section holds the times for each Wednesday day of week:
Open – the time the location/office/facility opens on a Wednesday.
Close – the time the location/office/facility closes on a Wednesday.
The Thursday section holds the times for each Thursday day of week:
Open – the time the location/office/facility opens on a Thursday.
Close – the time the location/office/facility closes on a Thursday.
The Friday section holds the times for each Friday day of week:
Open – the time the location/office/facility opens on a Friday.
Close – the time the location/office/facility closes on a Friday.
The Saturday section holds the times for each Saturday day of week:
Open – the time the location/office/facility opens on a Saturday.
Close – the time the location/office/facility closes on a Saturday.
The Sunday section holds the times for each Sunday day of week:
Open – the time the location/office/facility opens on a Sunday.
Close – the time the location/office/facility closes on a Sunday.
The Other section holds miscellaneous additional information:
Memo – a free text field that can be used for any purpose.
Status – defines the status of the record as follows:
- Disabled – is not active. The record will not appear for selection in other parts of the system.
- Enabled – is active. The record will appear for selection in other parts of the system.
Creating a New Opening Times Record
To create a new Opening Times record:
- Click on the “Plus” button.
A menu will appear. - Within the “Data Sources” section, find “Opening Times”.
- Click on “Opening Times”.
- A new “empty” Opening Times record will appear.
- Populate all fields as you require.
- Click on the “Create” button.
- You may need to refresh the page to see the new record in a view.
Editing an Opening Times Record
To edit an Opening Times record:
- From the main menu, select Opening Times.
The default view for Opening Times will open. - Click on the Quick Filter button.
- Enter criteria for the Opening Times record you are looking for and click Apply button.
- The view will update. Find the record you are wanting to edit.
- Click anywhere on the row that shows the record. The record will open.
- You can edit any field that allows editing (some could be set to read only).
- Click on “Save” button to save changes.
Deleting an Opening Times Record
To delete an Opening Times record.
- From the main menu, select Opening Times. The default view for Opening Times will open.
- Click on the Quick Filter button.
- Enter criteria for the Opening Times record you are looking for and click Apply button.
- The view will update. Find the record you are wanting to delete.
- On the left side of the view is a column containing checkboxes.
- Check the box of the record you want to delete.
- Click the “Delete” button on the top right.
A slide in dialog will appear prompting you to confirm the delete, by typing in the word “DELETE” again. - To confirm, click the “Delete” button and the record (or records will be deleted).
Note: You can delete Opening Times records referred to only by other Data Sources however this will leave those records without an associated to a valid Opening Times record. If this happens by accident, you can manually recreate the record ensuring the Reference is identical. You can also change the status of the record to prevent it appearing on screen in future whilst maintaining historical integrity.
Customising or Adding New Fields
Solarvista™ is built upon a uniquely flexible platform that allows you to edit fields (or remove them in some cases) as well as add your own fields. These new fields (or edited characteristics of existing fields) automatically become available within the web portal and the mobile apps. For more information, refer to the Customising section.
Importing Cause Data in Bulk using Import Tool
If you have a lot of Cause information to enter, you may prefer to upload this using the Import Tool that’s built into Solarvista. The Import Tool enables Cause records to be created from “CSV” text files. CSV files can be created from a wide range of popular applications including Microsoft Excel. For more information on importing data into Solarvista, please refer to the article here.
Continue the Setting Up Data series with Rosters.