Adding Schedule Content

When adding content to the schedule, you must determine how the recipient is notified that a report has been generated, a file interchange job has been created or an alert has been triggered.

Prerequisites: The 'Schedules', 'Create Schedules' and 'Edit Schedules' role functions must be enabled.

To add schedule content:

1. From the Content tab of the Schedule dialog, select a Content Type: Reports, AlertsA warning that is sent out in the form of an email and/or an in-system alert notification under defined circumstances (e.g. an abnormally high number of complaints or incidents are reported, a high severity incident occurs, or when a file is ignored for a given period of time). Alerts are created by your administrator and are triggered at defined intervals (e.g. daily, weekly, monthly). or File Interchange Module.
2. Click Add.
3. For alerts:
   1. Select an alert. (Click the triangle expand the category.)
   2. Select at least one Medium setting:
      • Email – to append the alert message to the schedule’s email notification.
      • Alert Views and File Notifications – to show the alert on the Alert Notifications Management page.
   3. Click OK.
4. For reports:
   1. Use the Advanced Search fields to find the report you want to add to the schedule.
   2. Click on the desired report in the results.
   3. Select at least one Send As Information setting:
      • Attachment – includes a file attachment of the report in the schedule email. Select a file type (i.e. XLSThe file extension for Microsoft® Excel® spreadsheets., XLSX, CSVA Comma Separated Values file. Each row in the file represents a record. When opened in Microsoft Excel®, each value appears in its own cell; when opened in Notepad®, however, the record’s values are separated by commas. or PDFA Portable Document Format is a file format that has captured all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else.).
      • Link – (selected by default) includes a link to generate the report or view the Alert Notifications page in RL6.
      • Note: A user may click a link from an email received last month and expect to see last month’s data. The report is generated but it will show the most current data.
      • To a network folder – select the FTP Connector from the drop-down, enter a Folder name (UNC) and File name, and select a file type (i.e. XLS, XLSX, CSV or PDF). For more information on FTP connectors, see Creating an FTP Connector. If the FTP Connector Field is blank, you may have the option to enter a UNC path.
      • Send if Empty – if checked, reports with an empty dataset will be sent to recipients. By default, it is unchecked so that empty reports will not be sent.
   4. Click Add.
5. Click OK. (not shown)