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Creating a New User Setup

Paige Freeman
  • Updated

The User Setup Maintenance screen allows system administrators to create multiple setups for a batch process. This screen allows you to create a new user setup, copy an existing setup, schedule a job after the creation of a setup, and submit the job.

To create a new user setup:

  1. From the Batch Processing and Reporting screen, select User Setup Maintenance from the contextual menu in the grid next to the corresponding job for which you wish to create a setup.
    The User Setup screen displays.
  2. Click +New User Setup.
    The Add Job User Setup screen displays.
  3. In the Job Details section:
    1. Enter the Setup Code.
    2. Select the Parent Job from the drop–down.
      The child report runs immediately after the specified parent job runs. Running time is decreased using this method.
    3. Select the Parent Setup Code from the drop–down.
    4. Select the Printer from the drop–down.
    5. Select the Job Queue from the drop–down.
      Be sure to check your queue settings to make sure your jobs route to the proper queue.
    6. Enter the Description.
    7. Enter the Help Text.
    8. If applicable, set the Mark as Default toggle to Yes.
    9. Set the toggles that apply:
      1. Link Active
      2. Public
      3. Allow Job Cancellation
  4. From the Job Parameters section, if applicable:
    1. Mark parameters as Required or not.
    2. Edit the values in the Default Value column.
    3. Edit the Help Text.
  5. From the Job Output Files section, if necessary, select a different the File Type from the drop–down.
    1. If necessary, manually change the File Name.
    2. If necessary, select a different Print Style from the drop–down.
    3. If necessary, click in the Printer column to manually change the appropriate printer to which to print the file.
    4. If necessary, click in the Copies Made column to manually change the number of copies of the file to be printed.
    5. If necessary, select Print Immediately.
    6. If necessary, select Delete After Print.
  6. Click Save.

After creating your new user setup, you can perform additional actions from the User Setup grid.