Scheduling a Job

The Job Scheduling screen allows you to set up jobs to be run automatically.

To create a new schedule setup:

1. From the left navigation menu, select Reporting > Scheduled Jobs.
   The Scheduled Jobs screen displays.
   
   You can edit existing job schedules by clicking the edit pencil icon next to the corresponding record in the grid.
2. Click the +New Job Schedule link.
   The Add New Job Schedule screen displays.
   
3. Search for the appropriate Job Name and select it.
4. Select the appropriate Setup Code from the drop-down.
5. The Description populates automatically.
6. If necessary, set the Active toggle to Yes.
   If the information you specify in this screen is not applicable for a period of time but you want to retain the information for future purposes, you can deselect the Active checkbox to indicate that the schedule is not applicable.
7. Select the Begin Date and Time from the date chooser.
   The Begin Date and End Date allow you to specify the exact date and time when jobs are either processed or no longer processed. An End Date is not required as you can specify the recurrence of the schedule pattern.
8. Select the End Date and Time from the date chooser.
9. Select the Pattern for how often the job should be run.
   The corresponding fields change depending on the pattern selected.
10. Enter any comments in the Comments section.
11. Click Save.