Scheduling a Process

By scheduling a process, you can set the system to automatically execute that process on a daily, weekly, monthly or a one-time basis (for example, you could automatically export contract information to SiteManager on the last day of each month). You can create a schedule for any process in the system.

Caution: You can only schedule a process for which you have been assigned security privileges. Accordingly, if your security privileges are removed for a process for which you have created a scheduled process, that scheduled process will automatically be removed from the system and will no longer be executed.

Follow these steps to schedule a process:

Select Execute Process from the Actions menu on the Menu Bar.

The system takes you to the Select Process component, which lists all the processes you can execute.
In the list of processes, select the process you want to schedule.

The system takes you to the Execute Process page.
Select any data required for the process you are scheduling.

The system adds a check mark beside the selection and shades the row. To cancel a selection, click the selected row again.
Select Set Parameters from the Settings menu on the component subheader or click the Next button to set any required parameters.
Select Schedule Process from the Settings menu on the component subheader.
Select the Enable Scheduling check box.

The system displays a banner containing the current date and time and blank fields used for scheduling a process.
Click the down arrow in the Schedule Frequency field and select how often you want the process to run.
Enter field values as required for the chosen frequency.

For more information about frequency field values, see the table below.
If you want the process to run more than once a day, select the Repeat Task Every check box, type a value in the text box, and select an increment of Minutes or Hours.

Note: When a process is scheduled to occur repeatedly, the system waits to allow one scheduled occurrence to complete before beginning the next occurrence.
If you want to set a maximum duration the process is allowed to run (after which the system automatically stops the process), enter a value in the Stop if runs longer than text box and select an increment of Minutes or Hours.
If you want to set a date on which the recurring scheduled process will stop running, select the Expire check box. In the End Date field, type (or use the calendar feature to select) the date on which you want the process to stop. If applicable, click in the End Time field and type a time of day you want the process to stop running and select AM or PM.
Click the Schedule button to save the new process schedule.

The system displays a message to confirm that the schedule was saved in the database.

To view a list of all the scheduled processes in the system, select Open Process History from the Actions menu on the Menu Bar and click the Scheduled tab.

Frequencies and associated field values:

Frequency	Field	Value
Once	Start Time	Type the time of day you want the process to run and select AM or PM.
Once	Run on Date	Type (or use the calendar feature to select) the date on which you want the process to run.
Daily	Start Date	Type (or use the calendar feature to select) the date on which you want the process to run for the first time.
	Start Time	Type the time of day you want the process to run and select AM or PM.
	Run every __ day(s)	Type the number of days you want used as an interval between process runs. If you want the process to run every day, type 1.
Weekly	Start Date	Type (or use the calendar feature to select) the date on which you want the process to run for the first time.
	Start Time	Type the time of day you want the process to run and select AM or PM.
	Run every __ week(s) on	Type the number of weeks you want used as an interval between process runs (if you want the process to run every week, type 1) and select the check box for the day of the week on which you want the process to run (for example, Run every 2 weeks on Friday).
Monthly	Start Date	Type (or use the calendar feature to select) the date on which you want the process to run for the first time.
	Start Time	Type the time of day you want the process to run and select AM or PM.
	Day of the month	Do one of the following: Type the exact date of each month you want the process to run (for example, to run the process on the 15th of each month, type 15). OR Select a week of the month and day of the week on which you want the process to run.