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Scheduling configuration

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In SE Performance, it is possible to schedule the creation of recurrent action plans. To do that, access the Configuration arrowrgray Scheduling menu and click on the new button located on the main screen toolbar.

 

On the screen that will be opened, enter an ID # and a name for the scheduling. To enter an ID # more easily, the button next to the field can be used to generate a new sequential number. Fill out also the required fields in the following tabs:

 

agendamento_actionplan

 

Note: To successfully create a scheduling, fill out the required fields in the General tab. After saving the record, the other tabs will be enabled for completion.

 

General

Start

Enter the date and the time of the start of the scheduling execution.

Next execution

The date and time for the next scheduling execution are filled out according to the recurrence information that will be filled out next.

Recurrence

Configure the execution frequency of the scheduling:

Frequency: Select how often the scheduling execution will be performed:

▪No recurrence: The scheduling execution will be done only once, that is, it will not be repeated.

▪Daily: The scheduling will be executed in intervals of days. Enter the desired interval in the "every __ day(s)" field. For example: every 2 days, every 5 days, etc.

▪Weekly: The scheduling will be executed on specific days of the week. In the "Week days" field, check the days on which the scheduling execution should be performed. For example: every Monday, Wednesday and Friday.

▪Monthly: The scheduling execution will be done during certain months of the year. In the "Months" field, select the desired months in which the scheduling execution should be performed. For example: March, June, September and November.

End of recurrence: Select in this field how will be the end of the recurrence of the scheduling execution:

▪No end date: The recurrence of the scheduling execution will have no definite end.

▪Ends after: The scheduling execution ends after a certain number of occurrences. Enter, in the "Occurrences" field, the number of limit occurrences of scheduling executions.

▪Ends on: The scheduling execution ends on a certain date. Select, in the "Date" field, the day, the month and year in which the scheduling execution will end.

Delete after finishing scheduling

If this option is:

▪Checked: The scheduling record will be deleted after its execution is finished, and it will no longer be displayed in the list of records.

▪Unchecked: The scheduling record will not be deleted after its execution is finished, and it will be displayed in the list of records.

 

Template

Use this tab to associate the templates from which the recurrent action plans will be created. The service will create 1 (one) action plan for each template in this tab at every scheduling execution.

On the side toolbar, the following buttons are available:

link

Click on this button to associate an action plan template with the scheduling. On the screen that will be opened, locate and select the desired template and save the selection. Use the search filters to locate the desired template more easily. Use the check next to each record and the CTRL or SHIFT keys on your keyboard to select more than one action plan at once.

unlink

Click on this button to disassociate the action plan template selected in the list of records from the scheduling.

view

Click on this button to view the data of the action plan template selected in the list of records.

History

This tab displays the log of the scheduling executions. Use the Status, Start date and End date fields to filter the log records. The execution is performed according to the recurrence frequency configured in the "General" tab. On the side toolbar, the following buttons are available:

subtitle

Click on this button to view the description of the possible status of the scheduling execution.

view

Click on this button to view the error log that was generated. Select the desired record before clicking on the button.