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Location: Configuration  Scheduling
Prerequisites:
▪Process properly configured and enabled for instance (SE Process) ▪E-mail server properly configured and tested (SE Configuration) ▪The Enable system notification option of the Notification menu should be checked (SE Configuration) ▪E-mails properly filled out in the data screen of users who will be notified (SE Administration)
Overview:
Configure through this menu the schedulings to start workflows. To do so, user can define a scheduling start date, a frequency for recurrence, users who will be notified when the scheduling is executed and the processes that will start.
Specific Buttons:
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Click on this button to add a new scheduling. See further details about this operation in the Scheduling configuration section.
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Click on this button to edit the scheduling selected in the list of records.
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Click on this button to delete the scheduling selected in the list of records.
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Click on this button to view and monitor workflow schedulings. The monitoring screen displays the calendar of the current month, listing the workflows scheduled in each day of the month. It is also possible to browse through the months, which allows the user to view the schedulings of the next months and the schedulings that have already been executed in previous months.
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Click on the arrow placed next to this button to issue or configure the available reports for this menu. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and also searches for the parameters that can be used in the configuration of new reports.
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Use the Search filters to easily retrieve records based on specific information (ID #, name, and/or status).
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