Difference between revisions of "Manage Scheduled Tasks"
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Out of the box PRAMS comes with built-in reports called 'Canned' reports. Many users also have custom reports that are unique to a single install. | Out of the box PRAMS comes with built-in reports called 'Canned' reports. Many users also have custom reports that are unique to a single install. | ||
| − | '''Manage Scheduled Tasks''' can be found under the [[Admin]] menu. | + | '''Manage Scheduled Tasks''' can be found under the [[Admin]] menu. For a list of tasks |
| + | <code>Source code</code> | ||
Once in the tools at the top allow you to add and modify tasks. | Once in the tools at the top allow you to add and modify tasks. | ||
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You can create a task by clicking on 'Add Task'. | You can create a task by clicking on 'Add Task'. | ||
| − | When in the Add Task screen, first select a '''Process''' from the drop down | + | When in the Add Task screen, first select a '''Process''' from the drop down This will be the main report type that will display. |
| − | Then select a '''Variant''' with a default value can be changed to modify the way the main report displays. This is helpful when a report sent to management differs slightly from the one sent to the office, or the field. Setting a variant modifies the items within a report without changing it entirely. | + | Then select a '''Variant''' with a default value can be changed to modify the way the main report displays. This is helpful when a report sent to management differs slightly from the one sent to the office, or the field. Setting a variant modifies the items within a report without changing it entirely. |
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Next a description can be added that only the Admin will see. It <u>will not</u> appear on the email sent, that will appear as 'Send As'. | Next a description can be added that only the Admin will see. It <u>will not</u> appear on the email sent, that will appear as 'Send As'. | ||
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Alternatively a one time report can be set as 'Once', but take note that this will only run one time and then be <u>erased</u> from the task list. | Alternatively a one time report can be set as 'Once', but take note that this will only run one time and then be <u>erased</u> from the task list. | ||
| − | + | A start time will indicate when the report turns on and sends, this will remain the same unless changed. | |
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| + | The report options allowing a report to be sent as an XLS or a PDF. | ||
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| + | A Logo Image can be added to reports in the system, if ever requesting a custom report please specify if a logo image is needed. Most reports do not have this feature. | ||
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<u>'''Edit a Task'''</u> | <u>'''Edit a Task'''</u> | ||
Revision as of 13:48, 25 June 2019
Tasks are processes that run automatically within AnalystX2. Daily allocations, daily imports, or daily email reports can be set up to run at a specific time.
Out of the box PRAMS comes with built-in reports called 'Canned' reports. Many users also have custom reports that are unique to a single install.
Manage Scheduled Tasks can be found under the Admin menu. For a list of tasks
Source code
Once in the tools at the top allow you to add and modify tasks.
Adding a Task
You can create a task by clicking on 'Add Task'.
When in the Add Task screen, first select a Process from the drop down This will be the main report type that will display.
Then select a Variant with a default value can be changed to modify the way the main report displays. This is helpful when a report sent to management differs slightly from the one sent to the office, or the field. Setting a variant modifies the items within a report without changing it entirely.
Next a description can be added that only the Admin will see. It will not appear on the email sent, that will appear as 'Send As'.
Choose a time-frame that the report will be sent out in. Daily, Weekly, and Monthly are options for a report that needs to be sent out multiple times.
Alternatively a one time report can be set as 'Once', but take note that this will only run one time and then be erased from the task list.
A start time will indicate when the report turns on and sends, this will remain the same unless changed.
The report options allowing a report to be sent as an XLS or a PDF.
A Logo Image can be added to reports in the system, if ever requesting a custom report please specify if a logo image is needed. Most reports do not have this feature.
Edit a Task
Remove a Task
Run Now
Refresh and Print
View the Logs
--list of tasks set this up me
Tasks
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