Navigation:  Configuration > Scheduling >

Scheduling configuration

 Top  Previous  Top  Next

In SE Workflow, it is possible to schedule the start of processes. To do that, access the Configuration Scheduling menu and click on the button located on the main screen toolbar. At this point, the scheduling data screen will be displayed.

 

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 and save the record. At this point, the other tabs will be enabled to be filled out.

 

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.

▪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

Check this option to have the record deleted after the scheduling execution has finished.

 

Notified user

Use this tab to define the users that will receive the e-mail with the vision attached. When adding or editing a record in this tab, a screen will be displayed in which the following fields will be available to be filled out:

i.

In the Notify field, select one of the options to set the email recipient:

▪Department: Users in a certain department of the organization will be the addressees.

▪Position: Users who perform a certain position in the organization will be the addressees.

▪Department/Position: Users in a particular department of the organization and who perform a specific position will be the addressees.

▪User: A specific user will be the addressee.

▪Team: The members of a team in the system will be the addressees of the email.

▪Functional role: The members of a functional role created in the system will be the addressees of the e-mail.

ii.

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.

iii.

The Control field displays the "Email notifications" option checked.

iv.

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.

v.

After that, 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 and save the record. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.

Start

Use this tab to define the processes that will be started and who will be their starters. When adding a record to this tab, a screen will be displayed in which the following fields must be completed:

i.

In the Process field, select the process that will be started through the scheduling. It is important to point out that the selected process must be duly configured to be started and cannot contain errors in its modeling. In addition, only those processes configured with automation for SE Workflow will be available for selection.

ii.

In the Starter field, define the user who will be the starter of the process that will be started by the scheduling. It is worth pointing out that the selected user must have the control to "start" the instance allowed in the process security.

iii.

Save the selection of the fields for the record to be added to the scheduling. Associate as many processes to the scheduling as necessary. To do that, simply repeat the process described earlier.

 

After the automatic workflow start through the scheduling, this will be displayed in the My workflows task of the user previously defined as Starter, enabling its tracking.

 

History

This tab displays the log of the performed executions. Use the Status, Start date and End date fields to filter the log records. Use the button to view the log record details.

Note: The execution is performed according to the recurrence frequency configured in the General tab.