Common
Create Schedules
NOTE: If using a schedule to send workflow notifications from ISA, update the ISA parameter Days to Retain Files (ISA Parameters page Basic Settings tab) so that it is at least equal to the number of days in the longest schedule registered to a Project Distribution. Refer to Schedule Workflow Notifications for more information.
To create a schedule:
- Select Tools > Schedules in the Navigation pane.
-
Click Add.
-
Enter the name of schedule in the Name field.
NOTE: Schedules must have a unique name.
- Enter a description of schedule in the Description field.
- Select a recurrence schedule from the Recurrence ID list box to determine the pattern of the schedule.
- Select a time for the Black Out Time Start to specify a start time for when the schedule does not apply.
- Select a time for the Black Out Time End to specify an end time for when the schedule does not apply.
- Select blackout days to determine which days the schedule does not run.
- Click Save.
-
Click the link for the Recurrence ID.
View the field descriptions for the Schedule – Configure page
NOTE: The fields available to configure the schedule vary according to the Recurrence ID.
- Click Edit.
- Populate the recurrence fields using the following table.
- Click Save.
Recurrence ID |
Field |
Description |
Minutes – Every ## minutes – Example: Every 30 minutes |
Interval |
Enter an occurrence of schedule in minutes. Interval must be at least 10. |
Hourly – Every ## hour(s) – Example: Every 2 hour(s) |
Interval |
Enter an occurrence of schedule in hours. |
Daily – Every ## day(s) – Example: Every 2 day(s)
|
Interval |
Enter an occurrence of schedule in days. |
Set time |
Select a time of day for the schedule. |
|
Daily – Every weekday
|
Set Time |
Select a time of day for the schedule. |
Weekly – Recur every ## week(s) on specific weekdays – Example: Recur every 3 week(s) on Tuesday, Thursday, Saturday
|
Interval |
Enter an occurrence of schedule in weeks. |
Set time |
Select a time of day for the schedule. |
|
Sunday |
Click check box for the schedule to run on Sundays. |
|
Monday |
Click check box for the schedule to run on Mondays. |
|
Tuesday |
Click check box for the schedule to run on Tuesdays. |
|
Wednesday |
Click check box for the schedule to run on Wednesdays. |
|
Thursday |
Click check box for the schedule to run on Thursdays. |
|
Friday |
Click check box for the schedule to run on Fridays. |
|
Saturday |
Click check box for the schedule to run on Saturdays. |
|
Monthly – Fixed date – Example: Day 1 of every 3 month(s)
|
Interval |
Enter an occurrence of the schedule in months. |
Set time |
Select a time of day for the schedule. |
|
Fixed Date |
Select a day within the month. |
|
Monthly – Variable date – Example: The third weekday of every 2 month(s)
|
Interval |
Enter an occurrence of the schedule in months. |
Set time |
Select a time of day for the schedule. |
|
Recurrence Day |
Enter a recurrence day within the month. |
|
Yearly – Fixed date – Example: Every October 19
|
Set Time |
Select a time of day for the schedule. |
Fixed Day |
Select a day within the month. |
|
Recurrence Month |
Select a recurrence month within the year. |
|
Yearly – Variable date – Example: The third Sunday of March
|
Set Time |
Select a time of day for the schedule. |
Recurrence Day |
Select a recurrence day within the month. |
|
Recurrence Month |
Select a recurrence month within the year. |