Schedule or Edit a Process
2 min
expand the topics below to learn more about scheduling and managing the processes that are included in your calendar on the process scheduler page you can schedule future processes or edit or delete current processes schedule processes you can manage your scheduled s, reports, and other processes on process scheduler, though each type is scheduled a little differently expand the sections below to learn more worklists to schedule a recurring report or worklist and add it to process scheduler, navigate to the dairy reports/worklists docid\ unglsr18amy6xyamsfdnh page and follow the instructions below click the schedule button to open a side panel where you can create an automated schedule for the report or worklist use the following guidelines to schedule your report or worklist select the date and time to start the process important set the day to start to a future time, either later or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached for example, if you schedule a process to start on mondays at 5 am, but today is a monday at 9 am, the enrollment will start next week at 5 am set the schedule for the process set the repetition to "repeats" set the frequency and interval for the process for instance, to run a process weekly, set every to "1" and intervals to "weeks" click schedule after you schedule your report or worklist, pulse shows the scheduled button and process scheduler includes the report or worklist to view the generated report or worklist, see report history docid\ akkqgvji5dq2123k3g0qc or worklist history docid\ rxrwrtel9lyehar26p9ql reports to schedule a recurring report and add it to process scheduler, select dairycomp/mydc > task lists task lists from the menu bar docid\ ezfejzdkbcfov b69aupr and follow the steps below note only reports on your dairy reports/worklists docid\ unglsr18amy6xyamsfdnh page can be scheduled and added to process scheduler click the schedule button to open a side panel where you can create an automated schedule for the report or worklist use the following guidelines to schedule your report or worklist select the date and time to start the process important set the day to start to a future time, either later today or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached for example, if you schedule a process to start on mondays at 5 am, but today is a monday at 9 am, the enrollment will start next week at 5 am set the schedule for the process set the repetition to "repeats" set the frequency and interval for the process for instance, to run a process weekly, set every to "1" and intervals to "weeks" click schedule after you schedule your report or worklist, pulse shows the scheduled button and process scheduler includes the report or worklist to view the generated report or worklist, see report history docid\ akkqgvji5dq2123k3g0qc or worklist history docid\ rxrwrtel9lyehar26p9ql protocol task status alerts process scheduler allows you to create and manage email and text alerts for your dairy's tasks see add and manage task status alerts docid\ xt7uo8tkjxmsxpem wryy for more information on setting protocol task alerts note protocol related processes for ovsynch can be set to automatically run according to your defined enrollment setup see schedule automatic enrollment docid\ g9dbccytkfzdt2yihrdpa to learn more! edit processes note completed processes cannot be edited click on a date in the process scheduler calendar to open a side panel that displays the date's scheduled processes click a scheduled process to view its details complete your edits, then click save to apply your changes delete processes note completed processes cannot be deleted click on a date in the process scheduler calendar to open a side panel that displays the date's scheduled processes click a scheduled process to view its details click the trash icon in the upper right corner, then click delete in the system's confirmation pop up window the process is removed from process scheduler