Schedules

Selecting Setup|Schedules will display the Schedules screen. Schedules allow for reports, notifications and batches to run at specified times. When scheduling a record will be inserted into the process log with its status being Scheduled and will change when it starts to generate.

To add a schedule:

Select the Add button.

- Select the New schedule event button will add To add an event to the schedule. The user can select the time and the schedule type by using the dropdown.

- Selecting Create Weekly button will add 5 events (one for every business day of the week) and set the schedule type to Weekly by default.

- Selecting Create Monthly button will add an event and set the schedule type to Monthly by default.

The user can test the schedule by selecting the Test button. This will display every runtime for the events in the schedule test output.

To delete a schedule:

Select the delete () icon. A prompt will appear to confirm the action. Selecting OK will delete the schedule.

To run a schedule:

- Select the Reports/Notifications/Batches menu item. Select the run icon for the report/notification/batch. Select the Schedule from the drop down selection

The process log will then load and show the scheduled item and the next schedule times. There is also an option to stop the schedule.