Learn how to add office closures to your portal and notify requesters
The Custom Holiday Calendar is accessible within your Portal Settings by Admin users.
Learn more about setting up this feature using the section links below.
How it works
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 the email to the requester you can optionally include the holiday closure dates so that they know why the due date is adjusted.
How to add, edit, or remove a holiday
- Login as an Admin user
- Hover over or click Admin in the upper right hand corner
- Select Portal Settings in the drop down menu
- On the left hand side click on Customize Holiday Calendar:
- Click the Add a date button at the bottom of the page:
- Select the date your office is closed and input a description for the requester and click Save:
- To edit or delete a holiday simply click on the pencil or trash can icon next to the holiday that you want to modify:
Notify requesters about office closures
There are a few ways you can notify requesters about office closures. You can add these dates to your Make Request page (instructions for editing the make request page sidebar), or you can add a template and set it as your initial contact response during the time you are closed (instructions for setting an initial response template). Now you can also check a box in the Customize Holiday Calendar menu to notify affected requesters automatically.
- Login as an Admin user
- Hover over or click Admin in the upper right hand corner
- Select Portal Settings in the drop down menu
- On the left hand side click on Customize Holiday Calendar:
- At the top of the page check the box labeled "Notify requesters of office closures upon request made":
- This will automatically include closure dates in the email sent to requesters acknowledging their request, please see example below:
Please note if you also have an initial response template that will be included above the office closure information.