Creating holiday groups – Interlogix TruPortal User Manual

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Configuring the System

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TruPortal Software User Guide

Creating Holiday Groups

Holidays are exceptions in workplace schedules.Creating a holiday group for those days will cause
the System to override the regular schedule on those days. If a holiday should not override a certain
schedule, then the holiday group must be included in that schedule.

For example, a facility may be open every Monday to Friday except for certain annual holidays, when
only the housekeepers and network administrators should have access to the facility. The
housekeepers may do extensive cleaning when the facility is closed for normal business. The network
administrators may use holidays to do extensive maintenance or upgrades that would be disruptive on
a regular workday.

To accommodate these needs, create a holiday group for those days when the regular staff will not
report to work. Then create two schedules and two access levels, one for regular staff and one for
support staff (i.e., housekeepers and network administrators). Include the holiday group in the support
staff schedule, but not in the regular staff schedule. By default, when the holiday group is created, it
will automatically be “excluded” from schedules and the schedule will not operate on that holiday.

When configuring the support staff access level, assign the support staff schedule to the readers and
reader groups that the support staff will use. (Remember to "include" the holiday group by selecting it
on the schedule so that this group of people will have access granted during the holidays.) When
configuring the regular staff access level, assign the regular staff schedule to the readers and reader
groups that the regular staff will use.

Note the following details about how holidays impact schedules:

When a date is designated as a holiday, the System makes an exception to all normal operations
on that particular date or set of date unless customized schedule programming is created to take
effect on the same date.

For example, if a door is scheduled to automatically unlock every day from 8:00 a.m. to 5:00
p.m., that door will remain locked on a holiday rather than unlocking as it normally would.
Another example occurs if a person normally has card access to a particular door on Wednesdays
and a programmed holiday occurs on a Wednesday, then that person cannot access the door on
that day.

To make an exception for a person that needs building access on a holiday, that person must be
assigned to a schedule that is excluded from the holiday group.

For example, to grant a person access to the building on Christmas day, adjust the access level of
the person (for example, an access level called “Support Staff”), link the access level to a specific
schedule (for example, a schedule called “24/7”), and then adjust the 24/7 schedule to include the
Christmas day holiday.

To perform a scheduled unlock on a holiday, add the holiday to a schedule that is assigned to a
particular door.

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