Defining General Properties for Schedules

The General tab is shown when the Schedule dialog first appears. It contains editable details that help you define basic schedule attributes and read-only information regarding the schedule’s history, such as its creation date, last triggered date, the number of times it was triggered and much more.

Prerequisites: The 'Schedules', 'Create Schedules', 'Edit Schedules' and 'Make Schedules Active/ inactive' role functions must be enabled.

To use the General tab:

1. Open the Schedule dialog by editing a schedule or creating a new one (page 1).
2. Enter up to 100 characters for the Schedule Name.
3. Enter a Schedule Description, if desired.
4. Choose a Schedule Status:
   1. Active – turns the schedule on to generate the reports, file interchange jobs or alert notification messages as defined on the Content tab.
   2. Inactive – keeps the schedule in a dormant state while you configure the timing, message, recipient and content details.
5. See other Schedule dialog functions:
   • Setting Schedule Recurrence
   • Configuring Email Messages for Schedules
   • Assigning Recipients in Schedules
   • Defining the Content in Schedules