1 Introduction
2 Opening Schedule Management
3 Schedule List section
- 3.1 List Options
- 3.2 Right Click Options
  - 3.2.1 Edit
  - 3.2.2 Delete
  - 3.2.3 View Schedule
  - 3.2.4 Run Now
  - 3.2.5 View the Run History
    - 3.2.5.1 Available Columns
- 3.3 Run History
  - 3.3.1 Filter
  - 3.3.2 Refresh
  - 3.3.3 Run Details
    - 3.3.3.1 Diagnostics
  - 3.3.4 Download Error Log
  - 3.3.5 Export
4 Schedule Log section
5 Running Schedules section

Introduction

Once a Schedule has been created using the Importing Activity, it can be managed in the Schedule Management Activity.

A schedule represents an importing or reporting configuration that has previously been setup to run either as a single instance or on an ongoing periodic basis.

All schedules will show in the list, and they will either be to import consumption data (e.g. half hourly profiles) or to run a report.

The Activity has three sections:

Schedule List - a list of all the schedules that exist
Schedule Log - a log in time and date order which shows the latest activity relating to each of the schedules
Running Schedules - a view of the schedules that are currently in progress

For each Schedule in the list, you can:

Edit
Delete
View Schedule
Run
View the Run History

Opening Schedule Management

To open the Activity:

Click on the Schedule Management Activity

Schedule List section

This section shows a series of information in the columns on the screen:

The name of the Schedule
The date the schedule last ran
The date the schedule is due to run next
The type which represents how frequently the schedule has been configured to run, e.g. Daily or Monthly
The status of the last Run
Whether the Schedule is Active
Whether the Schedule has an end date at which point it will stop running

There are 7 columns available. These can be added/hidden by clicking on the downward arrow on the Column Header > clicking Columns and ticking or unticking

List Options

There are three options at the top of the Activity:

Include run once? - tick to include Schedules there were only set to run once (for instance, when running a Report to the Document Library as a one of action)
Include inactive? - tick to include Schedules that have been disabled (for instance, a Report that is no longer required)
Run History - Highlight a schedule to view the run history which shows information about the last 6 months of processing completed by the schedule. It will show each of times/dates the schedule has run and details of any failures to help diagnose any problems where the schedule has not run successfully.

Right Click Options

Right click on a Schedule, and you have the following options:

Edit
Delete Item
Show Schedule
Run Now
Run History

Each of these options are explained in more detail below:

Edit

Right click
Click Edit

This allows you to view/edit the details of the Schedule such as the Name, Description, Configuration, Email Address, File Format, etc.

If any changes are made, click OK

alternatively

Click Cancel to return to the Schedule Management Activity

Delete

Right click
Click Delete

This will delete the Schedule are remove it from the list.

Please note that deleting a Schedule will also remove all run history information. If you want to maintain a history of information for a period of time, set the status to "Inactive".

View Schedule

Right click
Click Show Schedule

This will show the next 25 occurrences that are due to be triggered for the schedule - it will show the date and time of each one.

Click OK to return to the Schedule Management Activity

Run Now

Right click
Click Run Now

This is a manual override to run the Schedule (ahead of the next date and time it is automatically due to run). For example, you may have a Schedule to import your Half Hourly data. The schedule is set to collect the data on the 1st of the month, but the data hadn't wasn't sent to the email account until the 2nd. Instead of waiting for Sigma to import it the following month, click Run Now and the Schedule will be run immediately.

Managing Schedules