Select Page

Creating a Scheduled Job

Navigation: Tools > Scheduler

 

Accessing the Jobs Manager

  1. From the bottom navigation bar, click Tools
  2. Click Scheduler. The Jobs Manager will display.
  3. Click +Create
  4. Select the Job Type from the Job Type dropdown menu. The Job Composer will display.


 

Using the Job Composer

The Jobs Composer has several sections that you’ll need to complete or review depending on the type of job you are creating.

  • Details
  • Source File (for imports only)
  • Send a Copy to SFTP (for exports only)
  • Occurrences
  • Exclude
  • Actions
  • Notifications

 

Details

  1. Enter the Name of the job

    Tip: We recommend that you enter a name that is similar to the job you’re scheduling so that it will be easy for other staff members to identify it. 

  2. Click  to select the item (e.g., email, letter, text, bulk update, import, export, or report) you want to schedule



  3. In the Search field, enter the name of the item you want to schedule or scroll through the list of items on the page
  4. Check the box to the left of the item
  5. Click Choose. The item will appear in the item picker field.



  6. Start Date and Time: 
    1. Click



    2. Select the first date you want to send your scheduled job
    3. Click



    4. Select the appropriate time the scheduled job should start running

      Tip: Use the arrow navigation or click on the numbers to open the hour and minute picker
    5. Click Toggle Period to update the AM/PM



  7. Time Zone: Select the appropriate Time Zone from the dropdown menu
  8. Active: The Active box is checked by default. 

    Tip: If you want to pause a scheduled job, uncheck the box next to Active.


 

Source File (applies to imports only)

  1. Click Choose File



  2. Select file from computer
  3. Click Open

    Tip: The file name, size and green completion bar will display when the file is done uploading

 

Send a Copy to SFTP (only applies to exports)

  1. Click Use Package SFTP settings if available, if applicable


 

Occurrences

Frequency

If you want to schedule your job to run one time:

  1. Click Select 
  2. Click On Date. The Date and Time fields will display.



  3. Click
  4. Select the date you want to run your job
  5. Click




  6. Select the time you want to run your job



  1.  

If you want to schedule your job to run multiple times:

    1. Click Select 
    2. Click how frequently you want the job to be run (e.g., Daily, Weekly, Monthly, Yearly). The appropriate Day, Time, and End Date fields will display.
    3. Complete the details, as needed

Tip: You can also schedule more than one type of occurrence by clicking .

Tip: To remove an occurrence(s) click . 

Tip:  If a day does not exist in your recurring schedule, the job will not run (e.g., February 29).


 

 

Exclude

Date

  1. Click
  2. Select the date that you do not want to your job to run

    Tip: You can add as many exclusion dates as needed by clicking  (e.g., If you want your job to run on the first day of every month, you can exclude January 1, New Year’s Day.)


  1.  

 

Actions

  1. Override Action Date with the Date when this Job Runs: When the box is checked, the action date will match the date your job was run.

    Tip: If you want the action date to ALWAYS be the date you created your job, rather than the date your job was run, uncheck the box.


 

Notification Fields

  1. Notify me every time the job runs: If you want to receive a notification once your job is run, whether it’s been successfully delivered or contains error(s), check the box
  2. Only notify me when the job contains errors: If you want to receive a notification when your job runs only if your job contains error(s), check the box
  3. Notify me one week before the job runs: If you want to receive a notification one week before the first time your job is scheduled to run, check the box

    Tip:     We recommend that you use this notification to double-check your jobs details are still accurate. 
     
  4. Notify me on the last scheduled run date: If you want to receive a notification when your job is run for the last time, check the box
  5. Recipient’s Email: Enter the email address(es) of each staff member who should receive the job notification(s)

    Tip: If multiple staff members will be receiving an email notification(s), make sure to use a comma to separate each email address.


 

Schedule Preview

  1. Click Month, Week, or Day to select your preferred calendar view 
  2. Depending on the view you’ve selected, use the Navigation Arrows to scroll from month to month, week to week, or day to day 
  3. Click Save Changes. A banner will display notifying you that a scheduled job has been created. All of your scheduled run dates and times will be displayed on the preview calendar.