Custom Holiday Calendar

Learn how to add office closures to your portal and notify requesters.

In NextRequest you can optionally skip over federal holidays in your due date settings by selecting modified calendar days, or business days. Now you can add holidays or other office closures to the holiday list used in these due date calculations and automatically notify your requesters of the adjusted due date.

For example, let's say your office is closed on the day after Thanksgiving. This day is not currently a federal holiday but local offices are commonly closed. Now you can add this date to your holiday calendar. If a requester submits a request that is affected by that holiday, the due date will adjust automatically to skip over that holiday, and in an email to the requester, you can optionally include the holiday closure dates so that they know why the due date is adjusted.

Important Notes

• The Custom Holiday Calendar is accessible within your Portal Settings by Admin users.

• To learn more about how holidays can affect requests, please review the Due Dates and Reminders article.

Add a Holiday

1. Log into your account

2. Click Portal Settings on the Admin drop-down menu

3. Click Customize Holiday Calendar under the Policies heading in the left-hand navigation menu

4. Click the Add a Date button below the list of closure dates

5. Choose an option to set the Closure Date:

   • Type a date

     Note:

     Must use the date format of mm/dd/yyyy. For example, 01/01/2023.

   • Click the Calendar button and select a date from the calendar

     1. Click the Select Date button

6. Enter a Closure reason for the requester

7. Click the Save button

Edit a Holiday

1. Log into your account

2. Click Portal Settings on the Admin drop-down menu

3. Click Customize Holiday Calendar under the Policies heading in the left-hand navigation menu

4. Click the Edit button (pencil) next to the closure date you want to update

5. Update the Closure Date

6. Update the Closure Reason

7. Click the Update Date button

Delete a Holiday

1. Log into your account

2. Click Portal Settings on the Admin drop-down menu

3. Click Customize Holiday Calendar under the Policies heading in the left-hand navigation menu

4. Click the Delete Date button (trash can) next to the holiday you want to delete

5. Click the Delete button on the pop-up message that reads: Are you sure you want to delete this office closure date?

Notify Requesters

There are a few ways you can notify requesters about office closures. You can add these dates to your Make Request page, or you can add a template and set it as your initial contact response during the time you are closed. You can also check a box in the Customize Holiday Calendar menu to notify affected requesters automatically.

1. Log into your account

2. Click Portal Settings on the Admin drop-down menu

3. Click Customize Holiday Calendar under the Policies heading in the left-hand navigation menu

4. Above the list of Closure Dates, check the box labeled Notify requesters of office closures upon request made

   Note:

   At the start of every new year, the calendar prepopulates with the holidays of the following year.

5. Emails sent to requesters acknowledging their requests will automatically include a list of upcoming closure dates

   Note:

   If you also have an initial response template that will be included above the office closure information.

Additional Resources

• Due Dates and Reminders

• Message Templates

• Custom Portal Images and Text