Scheduler Overview

To reduce management overhead and improve productivity, you can schedule common events to run automatically.

The following event types can be scheduled:

This feature includes a calendar, which you can update with the holidays for your locality. Then, when you add an event, you can specify an exact repetition interval (daily, weekly, etc.) and indicate whether the event should run on holidays or only on weekdays.

NOTES

 

Updating the Calendar

Prior to scheduling any events, you should update the calendar so that it contains the correct holidays for your locality. You can do this manually, by programming holidays directly on the calendar, or automatically, by importing a .csv file containing all of the holidays for the current year.  

Manual Update

To manually update the calendar:

  1. Open the Scheduler.

  2. Use the screen tools (arrows and mini-calendar) to locate the day you wish to update.

  3. To change a weekday into a holiday, right-click the day and select one of the following options:

  1. To change a holiday (including Saturday or Sunday) into a weekday, right-click the day and select one of the following options:

CSV File Update

To update the holidays presented on the calendar by importing a .csv file:

  1. Open the Scheduler.

  2. Obtain the Import Spreadsheet, and then access it.  

  3. Create the Scheduler worksheet, and then open it.

  4. Record Data for your holidays on the Scheduler worksheet:

  1. On the Import Spreadsheet, click Save for Import to save the worksheet.

  2. On the Scheduler form, click Import, and then Preview and Import the Spreadsheet.

NOTE: You can also update the calendar by clicking Export and saving the current form data as a .csv file. After updating this file with new data, you can import it again.  

Managing Scheduled Events

To schedule IDS synchronization events, refer to the following procedures:

Add an Event

Adding an event involves picking an activity, specifying a start date and time, and indicating whether the event should occur repeatedly or only once.

To create a new event:

  1. Access the Scheduler form.

  2. Use the screen tools (arrows and mini-calendar) to locate the day you wish to update.

  3. Select the day and click Add.

  4. Click the Event Parameters tab and complete the following fields:

  5. Title: Type a title for the event. The title can contain up to 255 alphanumeric characters.

  6. Start Date: Use the dialog box to select the Month, Day, and Year that the event is scheduled to start.  

  7. Time: Use the dialog box to select the Hour, AM/PM, and Minute that the event is scheduled to occur. Click Set to save your changes.

  8. Repeats: Specify how often you want the event to repeat - Once, Daily, Weekly, Monthly, Yearly, or Repeats Interval. If you select Daily, Weekly, Monthly, or Yearly, the dialog expands, enabling you to customize the repetition interval. If you select Repeats Interval, you can specify the number up minutes between repeat events (up to 1440 minutes, or 24 hours), and whether you would like the event to be repeated continuously or a fixed number of times. 

  1. Click the Activity Parameters tab, and complete the following fields: click Select Activity and choose one of the following options:

  2. Click Select Activity and choose the type of activity you wish to schedule.  

  3. Program the activity-specific fields. For details, see the following:

  1. Click Submit and then OK to save the new event.
    The new event is added to the event list.

Edit an Event

To edit an event:

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Edit.

  4. Click the Event Parameters tab and update the Title, Start Date, Time and Repeats fields as necessary.

  5. Click the Activity Parameters tab and update the Activity.

  6. Click Submit and then OK to save the edited event.
    The event list is updated.

Delete an Event

You can delete pending events but not those already executed.

To delete an event:

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Delete and select one of the following options:

  4. Cancel: Returns to the event list without making any changes.

  5. Delete All: Deletes all scheduled instances of the event.

  6. Delete Just This Instance: Deletes the selected instance of the event.

  1. Click the OK to confirm deletion.
    The event list is updated.

Copy an Event

To copy an event:

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Copy Event. The Copy Event dialog displays with the event settings already programmed.

  4. Click the Event Properties tab and update the Title, Start Date, Time and Repeats fields as necessary.

  5. Click the Activity Properties tab and update the Activity.

  6. Click Submit and then OK to save the copied event.
    The copied event is added to the event list.

Execute an Event Immediately

If desired, you can execute an event immediately.

NOTE: Executing an event immediately does not impact the event list. For example, if an event is scheduled to run every day of the week at 4 PM and you execute the event at 2 PM, the event will run again at 4 PM the same day.

To execute an event immediately:  

  1. Access the Scheduler form.

  2. Locate the event in the event list.

  3. Select the event and click Execute. The Execute Event Details dialog displays with the event settings already programmed.

  4. Click the Event Properties tab and enter a Title.

  5. Click the Activity Properties tab and update the Activity.

  6. Click Submit and then OK to save the event.
    The event is added to the event list and begins executing immediately.

 

Related Topics