Overview
Exclusions remove specific dates from schedules and calendars, stopping Checklists from being assigned on days when you're not operating normally — a holiday, a weather closure, or planned downtime. You can add them at the master calendar level (affecting every schedule that inherits it) or on an individual schedule (affecting just that one).
Users must be Super Users or have the following Role to manage exclusions:
Schedules: Create or Modify
Why this matters: Without exclusions, closed days still generate Checklists that go uncompleted and pile up as missing Results — noise that hides the gaps that actually matter. Excluding known closures keeps your compliance picture honest.
How exclusions work
Adding an exclusion automatically removes any pattern slot overlapping that window. You can optionally extend it to specific slots too.
Note: Exclusions only affect future slots — they won't remove slots that have already started.
Exclude a date from a master calendar
Best for holidays and global closures across multiple locations that share a calendar.
1. Edit the calendar
Go to Schedules > Calendars, find the master calendar, and click Edit.
2. Add the exclusion
Open Exclusions and click + Add Exclusion.
3. Configure the exclusion
Provide these details, then click Save Changes:
Reason — stored for reference on the calendar and any schedules inheriting it.
Start and end time — when the exclusion begins and ends.
Exclude Specific Slots (optional) — by default exclusions cover overlapping pattern slots; toggle this on to also exclude specific slots.
Exclude a date from an individual schedule
Best when one location skips a day — weather, a private event, maintenance — while others stay open.
1. Open the schedule and add the exclusion
Go to Schedules, open the schedule, then click Exclusions > + Add Exclusion.
2. Configure the exclusion
Set the same details — Reason, Start and end time, and optionally Exclude Specific Slots — then click Save Changes. This exclusion applies only to the selected schedule; it doesn't affect the master calendar or other schedules.
Frequently asked questions
Q: Master calendar vs. individual schedule — what's the difference?
A: A master calendar exclusion affects every schedule that uses it. An individual schedule exclusion affects only that one — ideal for local closures.
Q: Will it remove checklists already scheduled?
A: Only if they haven't started yet. An exclusion added after a slot begins won't remove or cancel it.
Q: Can I exclude just one slot instead of the whole day?
A: Yes — use Exclude Specific Slots when creating the exclusion.
Q: What if the same date is excluded in both the master calendar and a schedule?
A: It depends where the slots are defined. Inherited slots are removed by the master calendar exclusion; locally defined slots need a schedule-level exclusion; a schedule using both may need the exclusion in both places.
Q: Are exclusions visible to mobile users?
A: No. They control assignment — mobile users simply don't see a Checklist that was excluded.
Q: Can I edit or remove an exclusion later?
A: Yes. Open the Exclusions tab and modify or delete any future exclusion; changes apply immediately. Slots already excluded won't be re-triggered.