The Policy Events Calendar

You can add, modify, or delete Policy Events directly on the Policy Calendar page.

You can create new Policies ‘on the fly’ while adding or editing Policy Events. The duration of a Policy Event can be multiple days or have ‘No End Time’. Multiple Policy Events can be created with the same duration starting on different days. You can also create your own color scheme for reviewing Policy Events on the Policy Calendar.

Creating Policy Events

Creating a Policy Events

To create a basic Policy Event, navigate to the Policies tab for the desired Group, choose the Calendar subsection and select the Create button to open the ‘Create’ window. In this scenario, we will add a single Policy Event for the lunch period at a school.
In the window, choose Monday as the Start Day and the Stop Day. Enter the Start Time as 11:30 and the Stop Time as 13:30.
There is no Lunch_Hour Policy yet, so create it in the window by typing the name and the description. Apply a color and select the Save button.

Please note that Policy names can only contain alpha-numeric characters with no spaces and colors are not assigned to the Policy Event but to the Policy.

The Lunch_Time Policy Event displays.

About Dragging and Dropping Policy Events

You can drag a Policy Event by the Title. If the Policy Event spans multiple days, you cannot drag it down. You can only drag it left, right or up.

Keystrokes for Policy Events

Pressing the Enter key when on any of the fields, excluding Description, will save the Policy Event.
Pressing the Del key with Start Day / Stop Day or after either check box check, will delete the Policy Event.
Pressing Esc will close the add/edit Policy Event pop-up.

Importing and Exporting Policy Events

About the Policy Event Export

Each Policy Event export contains the time durations, the Policy, and the Policy color. For SysOps, the ‘Policy Events' permission is required for the Import/ Export feature.

Export a Policy Event

Navigate to Policies > Groups and choose the desired Group.
Go to the Group's Policies tab > Calendar subsection.
Select the Export icon.
In the ‘Export Policy Events’ window, enter an optional file name or accept the default. You can include or exclude column headers.
Choose the desired Field Delimiter type.
Select the Export button.
The file is downloaded to the default download folder.

About Policy Event Imports

When importing Policy Events, the time durations and the Group Policy are used. If the Group has no existing Policy, the imported Policy:

Can be ignored
Can be created
Can use a specified Policy provided in the import wizard

If the Policy is created, the color from the import will be used for the Policy. If a Policy already exists in the Group, the existing Policy is used.

Importing Policy Events

Navigate to Policies > Groups and choose the desired Group.
Go to the Group's Policies tab > Calendar subsection.
Select the Import button.
Choose the desired Field Delimiter type and select the Choose File button to select your file.
You can select the Verbose Output option to increase verbosity in the event of an error with the import.
You can also choose the Delete all existing data option if you wish to remove any existing Policy Events.
Select the Import button to continue.
On the second page of the Import Policy Events window, choose from the available choices. (Descriptions of the options are provided below).
Select the Import button. A message displays indicating the number of records added.

Option	Description
Do not import the Policy Event	The Policies will not be imported.
Create needed policy automatically	Policies will be created and will use the colors from the import.
Import such events into the policy	If a Policy is not listed in the import file, select the Policy to be used from the dropdown list.

Policy Events Use Case

In this example, we will create multiple Policy Events for a school week. We have created four Category Templates with different blocked Categories: After School, Lunch Hour, School Hours and Weekend. We will apply these Category Templates later after we create some Policies.

Delete the Default Time Event

Open a Group and click the Policies tab. By default, the default Policy Event displays in red. We want to delete this event. Click the Policy Event to display the edit window and choose Delete to delete the Policy Event.

The screen displays with no Policy Events.

Click the Create button or click anywhere on the calendar. The ‘Create’ window displays. We want to add a ‘School Hours’ Policy Event attached to ‘School Hours’ Policy. This will be applied from 8:00 a.m. to 4:00 p.m. from Monday to Friday.

Creating a School Hours Policy Event

Clicking the Create button displays the ‘Create’ window. The example below will create a Policy Event from 8 a.m. to 4 p.m. from Monday to Friday. We have selected ‘Multiple Days’ and then selected the days to apply the Policy Event. We have also used this window to create ‘School_Hours_Policy’ and have designated a color 8OCBC4.

When we choose Save, the Policy Events display in the Policy Calendar. Please note that you can drag the title bar of the Policy Event to move it.

Adding a Lunch Hour Time Event

We now want to add a lunch hour Policy Event with different filtering. This Policy Event is like the ‘School Hours’ Policy Event but we will overlay this on the ‘School Hours’ Policy Event. Enter the options as shown here and click Save.

The Lunch Hour Policy Event displays.

Creating a Weekend Time Event

We now want to add a ‘Weekend’ Policy Event and Policy. This will span over multiple days with no time duration specified. We choose the ‘Start Day’ of Saturday with a ‘Start Time’ of 0:00 and our ‘Stop Day’ will be Monday with a ‘Stop Time’ of 0:00. This is the end of Sunday night. We will create a ‘Weekend_Policy’ and apply a color. Click Save.

The Weekend Policy Event displays.

Warning Message for Empty Sections

If there are sections of the Policy Calendar that are not covered by a Policy Event, a warning message displays.

Creating an After School Time Event

We will now create an ‘After School’ Policy Event and Policy. This Policy Event and Policy will act as the default Policy for this Group and it will use ‘No End Time’ and not ‘Multiple Days’. Here is a brief description of these two options.

No End Time: This option will disable ‘Multiple Days’. If this is enabled, no end time will be used for the selected Policy Event.

Multiple Days: This option is disabled if ‘No End Time’ is enabled. Use this option if you wish your Policy Event’s duration to be replicated across multiple days. If this option is selected, a ‘Day Selection’ field dropdown menu displays where you can click to add additional days.

Choose Monday as the ‘Start Day’ and enter a ‘Start Time’ of 0:00. Select ‘No End Time’ and create the new ‘After School’ Policy. Apply a color and choose Save.

The ‘After School’ Policy Event displays. Please note that because this Policy Event has ‘No End Time’, if other existing Policy Events are deleted, this Policy Event will display in its place.

Policy Events Use Case

Policy Event Use Case