Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CreateTOT.htm

## Using Time Off Territory in My Schedule

To block off personal time in My Schedule—for example, vacation, sick days, or jury duty—users create Time Off Territory (TOT) entries. Time Off Territory entries display in My Schedule in all statuses.

iPhone users can view Time Off Territory, though they cannot create Time Off Territory from the iPhone platform.

**Who can use this feature?**

* End Users
* [Creating Time Off Territory Entries](#Creating) — Browser, iPad, Windows
* [Viewing Time Off Territory](#Viewing) — Browser, iPad, iPhone, Windows
* Users do not require an additional license

### Configuring Time Off Territory for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Call Planning](../CPConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | time\_off\_territory\_\_v | CRE | n/a | * date\_\_v * hours\_off\_\_v * mobile\_id\_\_v * reason\_\_v * start\_time\_\_v * territory\_\_v * time\_\_v | Edit |
   | * hours\_\_v * status\_\_v * time\_off\_territory\_status\_\_v | Read |

   To enable users to delete Time Off Territory, also grant Delete object permission for the time\_off\_territory\_\_v object.

#### Configuring Hourly Time Off Territory

Users can capture and manage Time Off Territory by the hour for hourly employees or specific time off requests.

To enable hourly Time Off Territory entries:

1. Navigate to **Admin > Configuration > Objects > time\_off\_territory\_\_v**.
2. Select the **Fields** tab.
3. Select the **time\_\_v** field.
4. Ensure the picklist value of **Hourly** is available for the time\_\_v field on the time\_off\_territory\_\_v object.

   Custom picklist values are not supported for the time\_\_v field on the time\_off\_territory\_\_v object.
5. Select the **hours\_off\_\_v** field.
6. Select **View Dependencies**.
7. Ensure all available **Hours Off** values are selected in the Hourly row.
8. Select the **start\_time\_\_v** field.
9. Select **View Dependencies**.
10. Ensure all available **Start Time** values are selected in the Hourly row.

#### Customizing Time Off Territory

Admins can add fields to the time\_off\_territory\_\_v object to meet organization requirements for Time Off Territory records.

To modify the options displayed to users for the Time Off Territory reason, edit the list of values in the reason\_\_v field on the time\_off\_territory\_\_v object.

### Creating Time Off Territory Entries as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To create a Time Off Territory entry:

1. Select the **plus icon** in the calendar header.
2. Select the **Time Off Territory** option.
3. Complete the new Time Off Territory record and select **Save**. By default, the date\_\_v and reason\_\_v fields are required.

   ![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/Copy of Create.PNG)

Users cannot create a Time Off Territory entry lasting more than five days.

#### Scheduling Hourly Time Off Territory

To create an hourly Time Off Territory entry:

1. Select the **Hourly** option from the time\_\_v picklist to unlock the start\_time\_\_v and hours\_off\_\_v fields.
2. Select the appropriate start time. By default, options display in half hour increments from 8 AM to 5 PM.
3. Select the appropriate number of hours off. By default, options display in one hour increments from None to seven hours.

   Users cannot create an hourly Time Off Territory entry spanning multiple days.
4. Select **Save** to create the Time Off Territory entry.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/Hourly.PNG)

#### Scheduling Morning Time Off Territory

To create a morning Time Off Territory entry, select the AM Off option from the time\_\_v picklist. The Time Off Territory entry is created from 8 AM to 12 PM for the selected date.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/AM.PNG)

#### Scheduling Afternoon Time Off Territory

To create an afternoon Time Off Territory entry, select the PM Off option from the time\_\_v picklist. The Time Off Territory entry is created from 1 PM to 5 PM for the selected date.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/PM.PNG)

#### Scheduling All-Day or Multi-Day Time Off Territory

To create an all-day or multi-day Time Off Territory entry, select a daily option from the time\_\_v picklist. Users can select from one to five days. The Time Off Territory is created for the full day or days selected. For Time Off Territory greater than five days, users must create multiple Time Off Territory entries.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/Multiday.PNG)

#### Scheduling Multi-Day Time Off Territory on Weekends as

If users schedule a multi-day Time Off Territory entry spanning the weekend, the system bypasses the weekend days (based on the user’s locale) when calculating and displaying the Time Off Territory in My Schedule.

For example, a Time Off Territory record starts on Thursday and continues for three days. If your user locale is en\_US, My Schedule does not include Saturday or Sunday as working days, and so the Time Off Territory entry displays on Thursday, Friday, and Monday. If your user locale is iw (Israel), the same three-day Time Off Territory record displays on Thursday, Sunday, and Monday because Israel has a Sunday through Thursday work week.

Work weeks and weekends for Israeli locales are listed in the table below.

| Locale Name | Locale ID | First Working Day | Weekends | First Day of the Week |
| --- | --- | --- | --- | --- |
| Israel | iw | Sunday | Friday, Saturday | Sunday |
| Israel (Hebrew) | iw\_IL | Sunday | Friday, Saturday | Sunday |

For information on including weekends in Time Off Territory calculations, see [Including Weekend Days in Time Off Territory](WeekendTOT.htm).

### Viewing Time Off Territory as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Saved Time Off Territory records display in My Schedule. In order for the Time Off Territory to display, the current user must be the Owner on the time\_off\_territory\_\_v record. All-day or multi-day entries display at the top of the calendar.

To edit or view a Time Off Territory record, select the Time Off Territory entry. A popover displays with View and Edit options.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/TOT Replacements/View.PNG)

Time Off Territory does not change based on the user’s time zone. For example, you create an ‘AM Off’ Time Off Territory record for Tuesday while in the U.S. Eastern time zone. You later travel to the West Coast for a conference. When you are in the U.S. Pacific time zone, the Time Off Territory entry does not adjust to display later in the day based on the new time zone. The Time Off Territory entry continues to display for 8 AM-12 PM Tuesday morning, regardless of your time zone.

### Related Topics

[Including Weekend Days in Time Off Territory](WeekendTOT.htm)

[Preventing Duplicate Time Off Territory Entries](DuplicateTOT.htm)

[Displaying Warnings for Weekend Time Off Territory](WarningTOT.htm)