Overview

Regent Award has provided the ability for Processes to be scheduled via the User Interface based on a pre-defined parameter set.

Note: Any process scheduled via the UI must be disabled in the backend scheduling configuration first. Schools will need to submit a CZ ticket to request currently scheduled processes be disabled otherwise the processes will be run twice. A CZ ticket will also be required to enable the ability to schedule processes via the UI. See Process Scheduling.

General Requirements

Schools have the permission-based ability to schedule many processes via the User Interface using the options from the data requirements table below.

The scheduled processes screen provides a grid of existing scheduled processes at the top of the screen. The grid provides a permission-based "delete" button that allows a scheduled process to be deleted.

Scheduled processes can be disabled and re-enabled.

Data Requirements

Field Name	Required/Optional	Type	Values	Display for Frequency Values	Display Section Name(s)	Business Rules
Add New Schedule	Optional	Button				Allows the user to add new schedules
Active	Optional	Checkbox	Default to unchecked	Once Daily Weekly Monthly		Determines whether or not the scheduled process is active. When this box unselected the schedule will not be in effect.
Name	Required	Text - alphanumeric with 200 characters max		Once Daily Weekly Monthly
Process Type	Required	Drop down	Select (default) Parameter Type	Once Daily Weekly Monthly		Only those processes that allow for a Saved Parameter Set to be created are available in this list.
Parameter Set	Required	Drop down	Select (default) Parameter Set	Once Daily Weekly Monthly		Only those Parameter Sets marked as active are provided in the drop down.
Description	Optional	Text - alphanumeric with 1000 characters max		Once Daily Weekly Monthly
Frequency	Required	Drop down	Once Daily Weekly Monthly	Once Daily Weekly Monthly
Start Date	Required	Calendar Picker		Once	Schedule Task Once
Start Time	Required	Time		Once Daily Weekly Monthly	Schedule Task Once Daily Frequency
End Time	Required	Time		Daily Weekly Monthly	Daily Frequency	This field is only applicable if the "Run" field is set to "Multiple Times Daily."
Time Zone	Required	Drop down	Eastern Standard Time (default) Central Standard Time Mountain Standard Time Arizona Standard Time Pacific Standard Time Alaska Standard Time Hawaii Standard Time	Once Daily Weekly Monthly	Schedule Task Once Daily Frequency
Run	Required	Drop down	Once Daily Multiple Times Daily	Weekly Monthly	Daily Frequency
Every	Required	Text	Integers - valid values are 1 thru 60	Daily Weekly	Daily Frequency
(Every Interval Value)	Required	Drop down	Minute(s) (default) Hour(s) Day(s)	Daily	Daily Frequency
Recurs every # weeks on:	Required if the Frequency = Weekly	Text	Integers - valid values are 1 thru 52	Weekly	Weekly Frequency
Sunday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Monday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Tuesday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Wednesday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Thursday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Friday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Saturday	Optional	Checkbox	Default to unselected	Weekly	Weekly Frequency
Day	Required	Text	Integers - valid values are 1 thru 31	Monthly	Monthly Frequency
Every	Required	Text	Integers - valid values are 1 thru 12	Monthly	Monthly Frequency
Duration Start Date	Optional	Calendar Picker		Daily Weekly Monthly	Duration
Duration End Date	Optional	Calendar Picker	Can be null	Daily Weekly Monthly	Duration	The value can be null, which means the schedule is effective indefinitely.

Screenshots

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Frequency = Once Screen:

Frequency = Daily Screen:

Frequency = Weekly Screen:

Frequency = Monthly Screen:

Customer Zone Knowledge Base

Scheduled Processes Screen

Analytics

Overview

General Requirements

Data Requirements

Screenshots

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