Scheduler: Schedule

The Schedule screen displays details of all the stored jobs. Use this screen to review job executions, errors and statuses.

Header Filters

Displayed Columns

Last Run

Troubleshooting

Attachment Formatting

If your scheduler job is using 'Office(xlsx)' as the "Mail Attachment", you cannot use a customised Format. Go to the Scheduler / Job and change the output format to be 'Office(xls)' if you want to create and use a customised Format.

My Job Is Inactive

If a job is inactive, and there is no audit record of this, check to see if the job is attached to a parent job.

If a parent job is made inactive, the child jobs are also made inactive.

Handy Hint: Update a Chain of Jobs to Active

If you need to update a chain of jobs to make them active again, do the following:

1. Find the Parent Job on the Scheduler / Schedule tab

2. Check on Show all Children

3. Job ID: find and hyperlink to the last job in the chain

4. Edit this job

5. Parent Job ID: select and hyperlink to the parent

6. Continue until you are back at the original job

7. Recheck all jobs in the chain again to confirm

My Job Is Active But Does Not Run

If a job is active, and is not a child job, the Run Times settings may be counteracting each other.

If a Job Should Run on a Certain Day of the Week

For example: every Wednesday

• Days: should be checked ON

• Months: should be checked ON

• Weekdays: should be unchecked and should contain selections (e.g. Wed)

If a Job Should Run on a Certain Date(s) in the Month

For example: 15th of each month

• Days: should be unchecked and should contain selection (e.g. 15ths)

• Months: should be checked ON

• Weekdays: should be checked ON

If a Job Should Run on a Certain Date in a Month or Selected Months

For example: 1st July each year

• Days: should be unchecked and should contain selections (e.g. 1st)

• Months: should be unchecked and should contain selections (e.g. July)

• Weekdays: should be checked ON

My Job Has Failed

Find and review the failed job on the Scheduler / Schedule tab. The "Last Message" often contains a message about the failure.

Visit the Message page for a list of these messages and explanatory comments that may help you diagnose the problem.

Fleet Management Scheduler Jobs

The scheduler jobs below are the recommended base set for Fleet Management clients.

The Job ID and Query ID's shown are for the Demo environment and will be different in your system.

The name of each job will be the same, unless changed.

Maintenance Transaction Upload

The Update Maintenance process enables you to Import Table Data and process the transactions into the table in bulk.

The Scheduler Jobs below run to update the data and send a confirmation.

Car Claims

Use the suite of jobs below to automate the processing of claims submitted by drivers and employees for car reimbursement claims.

(Refer to Car Claims documentation for specific job details)

Insurance Annual

The jobs below are used to update comprehensive insurance pricing each year or when a pricing change occurs.

Visit the Insurance Annual page for more details of these jobs and the process to follow.

Exceptions

Contracts / Billing

Ad Hoc

Lease Transfers

Make a Job Active

Qualifiers

• You want to make a job active so it will run automatically

Process

1. Find the job

2. Navigate to the Scheduler / Job tab

3. Click on Edit

4. Status: update to 'active'

5. Click on Save

Make a Job Inactive

Qualifiers

• You want to make a job inactive so it will not run automatically

Process

1. Find the job

2. Navigate to the Scheduler / Job tab

3. Click on Edit

4. Status: update to 'inactive'

5. Click on Save

Run a Job

Qualifiers

• You want run a job manually, or

• You are testing an executeQuery, executeScript or mailQuery job in Staging

Process

1. Go to the System / Scheduler menu

2. Navigate to Scheduler / Job

3. Job ID: enter the ID

4. Tab out of this field

5. Click on Run Now

Create an executeQuery Job

Qualifiers

• You want to create an executeQuery job

• A suitable query exists or has been created

Process

1. Navigate to the Scheduler / Job tab

2. Click on New

Job Type

• Module: 'gb'

• Class: 'queries'

• Method: 'executeQuery'

Parameters

• Query ID: enter or lookup the query you will use

Run Times

Note: If the fields below are greyed out, this means the job is a child of another job. The parent job controls the run times. The run times must be updated in the parent job.

• Minutes: click on the minute, minutes or range of minutes you want the job to run on. For example: choosing 0, 15, 30, 45 would run the job every 15 minutes for the selected run hours. 'All' is not a recommended setting

• Hours: click on the hour, hours or range of hours you want the job to run on. For example: choosing 6am-9pm would run the job every 15 minutes from 6:00am to 9:45pm

• Days: click on the days you want the job to run on. Choose 'All' to run the job on any day

• Months: click on the months you want the job to run on. Choose 'All' to run the job in any month

• Weekdays: click on the specify days you want the job to run on. Monday - Friday is a popular choice for business process jobs and emails

Delivery Method

Choose from either Send Mail or Report Queue. Catch-e recommends using the report queue for regular reports to internal staff for better security.

Send Mail (if checked)

• Subject: enter the email subject

• Body: enter the email body

Add Recipients (Send Mail)

• Recipients: Type: choose from 'to', 'cc' or 'bcc'

• Recipients: Name: enter the name

• Recipients: Address: enter the email address

• Repeat for each recipient you want to add

Report Queue (if checked)

• Recipients: User: enter or lookup a user record

• Recipients: Name: will populate from selected user record

• Recipients: Address: will populate from selected user record

• Recipients: Notify: uncheck if email advice is not required

• Repeat for each recipient you want to add

3. Click on Save

UAT an executeQuery Job

Qualifiers

• You are testing an executeQuery job in Staging

Go to the Job

1. Go to System / Scheduler

2. Navigate to Scheduler / Job

3. Job ID: enter the ID

4. Enter or tab out of this field

Use the Report Queue

If the job is set up to email, speed up your testing process by changing the job to use the Report Queue.

Note: Emails will only send from the Live environment and will not send from Staging.

1. Click on Edit

2. Report Queue: check

3. Alert Message: Selecting "Report Queue" will disabled "Send Mail" and remove all linked recipients. Do you want to continue?

4. Click on OK

5. Recipients: User: enter or lookup your user record (Name and Address will populate)

6. Recipients: Notify: uncheck

7. Click on Save

Run the Job and Get the Report

1. Click on Run Now

2. Alert Message: Job completed OK!

3. Click on OK

4. Go to System / Report Queue

5. Download your report

Find a Job

Qualifiers

• You want to find a job so you can edit it or run it

Method 1: Find the Job Using Filters

1. Go to System / Scheduler

2. Limit the records you need to search on by filtering as follows:

   • Module: select

   • Class: select

   • Method: select

   • Status: select 'Active'

3. Click on Type and Description to dynamically sort data to search for the job

4. Job ID: click on the hyperlink of the job

Method 2: Go to the Job Directly

1. Go to System / Scheduler

2. Navigate to Scheduler / Job

3. Job ID: enter the ID

4. Enter or tab out of this field