Manage system scheduled tasks

System scheduled tasks are provided by symplr and included in the symplr Provider Data Requirements package. These system tasks are set to run on a particular schedule that meets the needs of most customers; however, the default settings may be adjusted with the assistance of symplr, if necessary. You can edit, run, or inactivate system scheduled tasks.

Prerequisite

You must have the required symplr Provider security to manage system scheduled tasks.

. To edit a system scheduled task, complete the following steps.

  1. Open the System Scheduled Tasks system form.
  2. In the grid, select the task, then click Edit trigger .
  3. Optional. In the Settings section, select additional parameters for the scheduled task, such as a recurrence expiration date.
  4. In the Recurrence section, click on the desired recurrence frequency. Then select the options for that frequency.
    1. One Time - Under Summary, select a start date.
    2. Daily - Select the number of days the task should recur.
    3. Weekly - Select how often the task should occur in weeks, then select which days of the week to run.
    4. Monthly - Select which months the task should run, and whether the task should run only on weekdays. Then select specific calendar run dates for your selections.
      Note

      If you select weekdays and a selected date occurs on a weekend, the task will run on the nearest weekday. In other words, tasks scheduled for Saturday will run on the Friday before, and tasks scheduled for Sunday will run on the next day.

  5. Optional. To repeat the task multiple times per scheduled recurrence, in Repeat multiple times each recurrence, select the frequency and duration.
  6. Click OK.
  7. Click Save.

To run a system task manually, outside of its existing schedule, complete the following steps.

  1. Open the System Scheduled Tasks system form.
  2. In the grid, select the task, then click Run task now .
  3. In Run Task, click Yes to run the task immediately.
    • Running the task may take a few minutes. Once the task is complete, you will be returned to the System Scheduled Tasks grid.

To inactivate a system scheduled task, complete the following steps.

Warning!

Inactivating a system scheduled task may effect the functionality of other symplr Provider features. Please consult with symplr prior to inactivating a system scheduled task.

  1. Open the System Scheduled Tasks system form.
  2. In the grid, select the task, then click the Edit trigger button .
  3. In Edit Trigger Definition, in the Summary section, clear the Active check box.
  4. Click OK.
  5. Click Save.