New/Edit TaskHere you can program/edit a new task (Operations - Task Schedule - New/Edit Task):
You can program a number of actions to include in your task and to be executed at the exact moment. The programmed actions can be: to run a report or an export execution, get PIP status by email (per user) and synchronize terminals. The new task will thus contain:
Name: The name of the task;
Enabled: If checked, the task is active; if not, the task is inactive.
Daily: If checked, the task will repeat daily at the time set . If nothing set and task active, it will run at 00:00.
Weekly: If checked, the task will repeat on a weekly basis, at the time programmed. You can select one day of the week or more.
Monthly: If checked, the task will be repeated on a monthly basis, at the time set, depending on your settings. You can choose a certain day of the month: , or based on the weekly repeat:
To add a new action, click . You can add a run report execution, a run export execution, get PIP or synchronize terminals.
1. Add a run report/run export action:
In the select window, choose run report/run export:
Click on the execution field to select an execution:
A list will all available executions for the user will open. Select the execution.
2. Add a Get PIP action:
Managers can receive a PIP presence report by email with the action Get PIP (see Presence Indication Panel (PIP) for more details). You can select one team, or all teams you are a manager of. Please note this work only with PIP permissions.
3. Sync terminals time:
Using this actions, the time on the terminals can be periodically synchronized. For this you need a terminal configuration permission (Configure Terminals or Configure Terminals - Advanced).
4. Import employees:
Here you can plan an automatic import of employees from text files. Check Scheduled Import of Employees for guidelines in creating the import options. Next, define your schedule:
Select the path of the folder for import files. Here you will put the files each time you need to import.
Click to check the import options:
All import files must have the same configuration.
4. Activity reports:
The activity reports can also be automatically exported. Choose the activity export (AdOpus or PAT):
Select the folder path and period to export the files.
You can search by command , add, edit or delete actions from you task. Save you task definition to apply.
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