Data Monitoring Schedules show in the Strategy Configuration tab in the Data Monitoring Activity and in the Schedule Management Activity.  They can be viewed and amended in both Activities, but Schedule Management Activity also allows you to run the Strategy as and when required. 

Data Monitoring Activity

Viewing/Editing Data Monitoring Schedules

• Open Data Monitoring Activity
  • Click on the Strategy Configuration tab
    • Either right click on the Strategy > Edit Monitoring Strategy OR
    • Click the Edit icon on the right hand side

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The Monitoring Strategy Editor pops up:

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• Amend as necessary, this will be in the context of a Data Gap, Overdue Data,  Unexpected Data, Dynamic Profile or Fixed Profile.
• Click OK to close and save 

Note, if you make changes to the Schedule, all current Notifications will be cleared

• Either wait for them to automatically be processes overnight, or move the Schedule Management Activity to refresh (see below)

Removing Channels from Data Monitoring Schedules

• Open Data Monitoring Activity
  • Click on the Strategy Configuration tab
    • Highlight the Strategy to show the associated Channels in the bottom section of the screen
      • Highlight the Channel(s) you want to Remove
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The following prompt appears:

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• Click Yes to remove the Channel(s) and any existing Notifications from the Strategy

Adding Channels to Data Monitoring Schedules

If you have chosen  'Fixed' Context when setting up the Strategy, you will need to specifically assign Periodic HFD Channels to each Strategy.   You can add as many as required.

• Highlight the Strategy
• Using the Data Selector, select the Channels you want to add
• Drag and Drop from the Data Selector to the Items Assigned to 'Strategy' area

If you try to add Channels that are already in another Strategy of that type, the following prompt appears:

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Choose from:

• Yes to add all the chosen Channels
  • Be aware that doing this may mean multiple notifications relating to the same periods of time may be raised as this would mean the channel is related to two strategies of the same type.

• Yes, But Exclude These Items to add the Channels that are not already in a Strategy of that type
• No to cancel adding the Channels

Deleting Data Monitoring Schedules

• Open Data Monitoring Activity
  • Click on the Strategy Configuration tab
    • Either right click on the Strategy > Delete Monitoring Strategy OR
    • Click the Delete icon on the right hand side

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The following prompt appears: 

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• Choose the User
• Enter the Password
• Click OK to delete the Strategy

Schedule Management Activity

Viewing/Editing Data Monitoring Schedules

• Open the Schedule Management Activity
  • Right click on the Strategy > Edit

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Deleting Data Monitoring Schedules

• Open the Schedule Management Activity
  • Right click on the Strategy > Delete Item

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Showing Data Monitoring Schedules

• Open the Schedule Management Activity
  • Right click on the Strategy > Show Strategy

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• The schedule popup appears

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Showing the Run History Data 

• Open the Schedule Management Activity
  • Right click on the Strategy > Run History

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The Run History popup appears

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Running the Schedule

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Only Strategies that are configured with an Email Notification will appear in Schedule Management.

For more information on how to check/edit the configuration of a Strategy, click here.

Manually Running a Strategy

The Strategies will automatically run overnight every night, but you can manually run it at any time if required.

• Open the Schedule Management Management Activity
  • Right click on the Strategy > Run Now

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This will check for any new notifications and send an Email if the Strategy is configured to do so.