Define Lookup Effectivity Period

The Effectivity Period for a Lookup controls when that Lookup is considered "active" and in-use. The default setting is Always, but you can instead define a fixed time range, or a recurring time range.

To define the Effectivity Period for a Lookup:

  1. Select Rules from the top navigation bar, then select Lookups from the side navigation menu. The Lookups screen is displayed.

  2. Search for and select the desired Lookup (see Search for a Lookup for more information on the available search options). The Lookup Details screen is displayed.

  3. Within the header area, click the Edit icon. The Edit Lookup pop-up window is displayed.

  1. Next to Effectivity, select either:

    • Always: This Lookup doesn't expire.

    • Scheduled: Enter a start date and end date, and select a time zone. Optionally, check Recurring to use a recurring schedule. Select the desired schedule from the Recurring Schedule drop-down menu, or define a new recurring schedule (see below for details on that process).

  2. Click Save.

Recurring Schedule

To define a new recurring schedule:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop-up window is displayed.

  2. From the Count drop-down menu, select a recurrence frequency of either Weekly or Monthly.

  3. In the text field, enter the interval. Enter 1 if you want the schedule to run every week, or every month.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

    • Day of month: Select one or more days of the month. For example, the 15th and the 30th.

    • Day of week: Select one or more days of the week, for each of the four weeks within a month. For example, the second Wednesday of the month.

  1. Click Confirm. The system adds the new schedule to the Recurring Schedule drop-down menu.