Note: To access Job Execution Schedule, you must have the authority, "Scheduler Setup," (Company Configuration group).
Once you have set up your jobs to run, the next thing you want to do is to schedule the jobs to run automatically.
From the Company Configuration Tool Tree View, click Service Controller / Job Execution Schedule. This displays the Job Execution List View.
To add a schedule, click Add to return the New Job Schedule screen. Make the following entries / selections:
Schedule Name: Enter the name of the process you are scheduling (e.g., Insuresoft End of Day Processing).
Job: Next, select the job you set up (in Job Setup) from the combo box.
Run Own Schedule / Run Linked to a Schedule: When you define your first scheduled job in your automated process, you do not have the option of running a "linked" schedule. The Linked radio button and combo box at the bottom of the screen are disabled. It is not until you define consecutive jobs that these options are enabled.
Run Schedule: This
is used to define the time / day you want the schedule to start.
IMPORTANT NOTE! The Start Date
is the PC Date...it is NOT the
Diamond System Date. Be sure you synchronize your PC Date with the
Diamond System Date if you are running the End of Day Process seven
(7) days a week.
Run Time: This is the time of day
you want the process to start.
Start Date: This is the date
you want to start the process.
Run Interval: Here,
you determine how often you will run the process IF you
have chosen to "Run Own Schedule."
Run Once / Day of the Week / Day (# of Every Month): Choosing
"Run Once" would only be used in the case of running the
process in a "Test Environment," or, in other cases, if
your company has a low volume of items to process, you may choose
to run a process on the weekend only. In this case, the system advances
the date accordingly.
Day of the Week: When choosing this
radio button, this opens the Day of the Week fields. Select each day
you want the scheduled process to run
Estimated Execution Time: Enter an estimated time using the up and down arrows opposite the hours and minutes. To determine an estimated time for each job, you can determine the length by reviewing the log records for the Schedule; however, prior to entering the time here, establish an Email Notification that can be sent to the appropriate personnel indicating the Schedule took longer than expected. This is done in Company Configuration Tool / System Email / Add Scheduler Runner Job.
Every Minute: For use with the Job Schedules: "Error Log Job" and "Queued Policy Export." Select this field to place a check mark. Enter the number of minutes in the corresponding field. (Note: The minimum number of minutes entered can only be 5.) The Scheduler polls this field for the length of time entered here and exports the policy (or policies) / Error Log to the designated location.
Advanced: This allows you to specify (in advance) when you would like the Schedule to run. When selecting the Advance radio button, the Select button is activated, returning an Advanced Schedule screen. Here users may add days, using the Quick Select Method, or users can choose the Extend button to add a numeric value of more days to run.
Link to Run After: This field is available only after you have defined your first scheduled job. If you have already done that, select from the combo box the process that should follow directly after the one you scheduled first. So, let's say you defined End of Day Processing and Automatic Renewals in Job Setup. You have already set up End of Day as the first job to kick off, now you want to run Automatic Renewals directly after EOD. You can choose Automatic Renewals from the combo box.
Keep Process Paused: This field is used if your company does not want any linked processes to follow until the check box is disabled. You may want to use this if you prefer to look at the Error Log before continuing on to the next scheduled process.
Click Save to save your entries and selections. This displays your schedule in the Job Execution List View.
Let's say later on, you want to change or add another job to an existing Job Schedule. You can do this by highlighting the Job Schedule, and clicking Edit.
On the Edit Job Schedule screen, make any changes necessary or even add another job and link it.
Click Save to retain your changes and return to the Job Setup List View.
There may be times when a scheduled job errors out, and it may need to have its status reset. Diamond has a check that gives the user a warning if the date and time has not been updated to run at a later time. This might happen when an End of Day job failed the night before and the status needs to be reset to run this evening and EOD has already been run manually. The check lets the user know if they need to change the date and time to be later in the day so that EOD is not run on the same day,
The warning displays as follows: "The scheduled start time <MM/DD/YYYY - HH:MM:SS> occurs in the past. Consequently, this schedule may begin processing immediately. Would you like to continue? Yes or No."