Summary

Scheduling instructions.


On this page:

Creating a scheduled instruction

The following headings show how to create, configure, authenticate and approve a scheduled instruction. A tutorial showing the steps in greater detail is provided on the Scheduling instructions - a tutorial page.

Scheduling an instruction from the Tasks page

  1. Select the Instruction from any of the Task Groups it belongs to or search for it using the Search instructions button.
  2. Complete the parameters for the instruction.
  3. Click the Schedule question button, as shown in the picture opposite.
  4. Fill out the Instruction scheduler popup.

The Instruction scheduler popup lets you:

  • Add Comments to the schedule that will help later to identify the reasons for the schedule.
  • Set the Frequency of the schedule:
TypeDescription
Once

Specifies a one-off schedule for the selected instruction.

The Once frequency type uses the following controls:

ControlDescription
StartSet the Start date and time for when you want the instruction to run.
Daily

Specifies a daily schedule for the selected instruction between a start and end time.

The Daily frequency type uses the following controls:

ControlDescription
StartSet the Start date and time for when you want the schedule to run from.
EndSet an End date and time for when you want the schedule to end.
EverySet how many days are left between each run of the scheduled instruction
Repeat EveryOptionally set how many hours the scheduled instruction is set to repeat on each day it is set to run
Weekly

Specifies a weekly schedule for the selected instruction between a start and end time.

The Weekly frequency type uses the following controls:

ControlDescription
StartSet the Start date and time for when you want the schedule to run from.
EndSet an End date and time for when you want the schedule to end.
EverySet how many weeks are left between each run of the scheduled instruction
OnCheck which days of the week you want the scheduled instruction on during the weeks it is set to run


Monthly

Specifies a monthly schedule for the selected instruction between a start and end time.

The Monthly frequency type uses the following controls:

ControlDescription
StartSet the Start date and time for when you want the schedule to run from.
EndSet an End date and time for when you want the schedule to end.
EverySet how many months are left between each run of the scheduled instruction
Repeat EverySelect the day of the month when you want the scheduled instruction to run on the months it is set to run

After the Instruction scheduler dialog has been filled out, you click Save to set the schedule. The new schedule will then appear in the Scheduled instruction page.

Authentication and approval

The first time the scheduled instruction appears in the Scheduled instruction page you will be notified of its authentication and approval state, as shown in the picture opposite.

Before the schedule starts, regardless as to whether the instruction is a question or an action, there are two further steps:

  1. The scheduled instruction must be authenticated, only required if two-factor authentication is enabled.
  2. The scheduled instruction must be approved.

The next execution

After the scheduled instruction has been authenticated and approved its entry in the Scheduled instruction page will show its next scheduled execution date and time, as shown in the picture opposite.

Expanding the execution schedule

Clicking on the Next Execution link on the scheduled instruction entry expands the execution schedule, so you can see the future dates and times for the instruction execution, as shown in the picture opposite.

Updating a scheduled instruction

You can update the configuration for a created scheduled instruction by:

  1. Click on the scheduled instruction entry you want to change in the Schedule list 
  2. Modify the parameters on the Instruction Schedule panel to its right. 
  3. Click the Update button to commit the changes

The picture shown opposite shows a scheduled instruction where the day for a weekly schedule has been changed from Monday to Wednesday. The Update button is shown highlighted.

You can also click Reset to discard any changes you have made.

Deleting a scheduled instruction

You can delete a scheduled instruction by clicking on the bin icon to the right of its entry in the Schedule list.

Doing this will display the Confirm Delete popup that will ask if you want to proceed. Click the Delete scheduled instruction button to continue. The schedule for the instruction will then be deleted and no further attempts will be made to run the instruction. Instructions currently in-flight will not be affected by this and will continue to completion.