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In SE Performance, it is possible to perform the scheduling of the execution of the calculations of all scorecards or only specific scorecards. To do that, access the Configuration  Scheduling menu and click on the  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:
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
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Enter the date and the time of the start of the scheduling execution.
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Next execution
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The date and time for the next scheduling execution are filled out according to the recurrence information that will be configured next.
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Recurrence
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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. ▪Hour(s)/Minute(s): The scheduling will be executed in intervals of hours or minutes. Enter the desired interval in the "each __ hh:mm" field. For example: every 01:15, every 00:30, every 03:00, etc. Note: It will not be possible to select a time smaller than 15 minutes for the scheduling. ▪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
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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. |
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Notified user
On this tab, it is possible to set the users who will receive the e-mail notification about the scheduling execution. The side toolbar displays the options that allow adding, editing and deleting users from the notification list.
To add users to the notification list, click on the button on the side toolbar and perform the following steps on the screen that will be opened:
1.
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In the Notify field, define who will be notified:
▪Department: Users from a specific department in the company will receive the notification. ▪Position: Users that hold a specific position in the company will receive the notification. ▪Department/Position: Users who perform a particular role in a department of the company will receive the notifications. ▪User: A specific user will receive the notification. ▪Team: The members of a team in the system will receive the notification. |
2.
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According to the option previously selected, the Search fields will be enabled to be filled out. Use them to make it easier to search for desired users.
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3.
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After entering the fields above, click on the  toolbar button on the selection screen. Depending on the option selected in the "Notify" field and the values entered in the search fields, the result will be displayed in the list of records located in the lower part of the screen. Select those that will be addressees of the email. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.
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4.
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The Control field displays the "Email notifications" option checked. In the Permission field, select the "Allow" option so that the users who are selected receive the e-mail notifications concerning the scheduling, or select the "Deny" option so that they do not receive any e-mail.
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5.
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Once done, save your selection.
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Performance
On this tab, it is possible to define the service type that will be executed by the schedule and set the necessary configurations. The following fields are available:
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Scheduling type
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Select the desired service type:
▪Scorecard calculation: Allows you to perform the calculation of certain scorecards. To do that, click on the  button on the side toolbar and on the screen that will open, locate and select the scorecards whose calculation you wish to perform. ▪Calculate all scorecards: Allows the user to perform calculations of all scorecards included in the system. In the list of records, the system will display the listing of scorecards that will be calculated at the bottom of this tab. |
Calculate the previous year during __ days
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Fill out this field to define the number of days during which the period of the previous year will be considered in the calculation performed in the scheduling. To do that, enter the desired number of days.
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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:
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Click on this button to view the description of the possible status of the scheduling execution.
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Click on this button to view the error log that was generated. Select the desired record before clicking on the button.
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After filling out all the necessary fields, save the record. The service will be executed by the system according to the configurations performed.
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