- Schedule processes to start at a set time or on a recurring schedule
- Specify the process, the user to be the requester, the start/end dates and the frequency
- View and modify previously defined processes that have been scheduled
Use for quarterly meetings, weekly time sheets, end-of month closing processes and more!
To schedule a process: select Process Scheduler under System Settings from the left-side navigation pane:
Next, select New Schedule:
The below page will appear to define the settings for your process schedule:
The following describes the attributes that can be defined:
|Name||text||Yes||The name of the schedule.|
|Process to Start||Process Lookup||Yes||The process to schedule.|
|Run As||User Lookup||Yes||The user that you want the process to be started (requested) by (if a named user is not needed, just create a general user account of your choice and then add here. i.e. Integrify System.)|
|Schedule Status||Selectlist||Yes||The status of the schedule. Either Scheduled or Inactive.|
|Date/Time to Run Process Section|
|Start Date||Calendar||Yes||The start date of your scheduled process.|
|Hour||Selectlist||Yes||The hour of the day to start your process.|
|Minute||Selectlist||Yes||The minute of the day to start your process.|
AM or PM.
|Frequency||Selectlist||Yes||Select to either One Time or Recurring (if recurring, see the optional fields below)|
If choosing to schedule a recurring process, you will be able to define the following settings:
Below are the attributes:
|Date/Time to Run Process|
|Months||Selectlist||No||Choose to recur in intervals of months.|
|Days||Selectlist||No||Choose to recur in intervals of days.|
|Hours||Selectlist||No||Choose to recur in intervals of hours.|
|Minutes||Selectlist||No||Choose to recur in intervals of minutes.|
|Run at Specific Times|
|On Day(s) of Week||Selectlist||No||Choose to recur on a specific day of a week. You can choose multiple weeks here (hold CTRL key when selecting).|
|On Month(s)||Selectlist||No||Choose to recur on a specific month of the year. You can choose multiple months here (hold CTRL key when selecting).|
|On Day(s)||Selectlist||No||Choose to recur on a specific day of a month. You can choose multiple days here (hold CTRL key when selecting).|
|On Hour(s)||Selectlist||No||Choose to recur on a specific hour of the day. You can choose multiple hours here (hold CTRL key when selecting).|
Choose to recur on a specific minute of the hour. You can choose multiple minutes here (hold CTRL key when selecting).
|Date/Time to Deactivate Schedule|
|Deactivate Date||Calendar||Yes||The End Date for the scheduled process.|
|Hour||Selectlist||No||The End Hour of the scheduled process.|
|Minute||Selectlist||No||The End Minute of the scheduled process.|
|AM/PM||Selectlist||No||AM or PM.|
The Process Scheduler offers many different options and combinations for scheduling your process.
If you are defining a recurring process, you must choose an Deactivation Date and either one option from the Recurring Schedule section or the Advanced (specific units) section or options from both.
For example, you may want to schedule a recurring quarterly close process. Below is an example of how you might schedule this:
Another scenario might be to schedule a payroll approval process on the 1st and 15th of every month. Here's how you might schedule this:
...or a bi-weekly process such as timesheets could be scheduled as follows: