Task Scheduler Configuration

What is the Task Scheduler?

The Task Scheduler in Quality Management (QM) helps automate your data collection by automatically creating forms at a set interval to be used during your production cycle.

Part 1: Create a Requirement

Step 1: Hover over the Configuration Icon > Requirements. 

Step 2: Select New.

Step 3: Define the following:

• Requirement ID
• Requirement Name
• Assign Schedule: toggle this button ON
• Requirement Group

Step 4: Add applicable Quality Management Program(s) to the Task List using the arrow buttons. 

Requirements can incorporate programs from multiple Quality Management Program groups, not just one.

Example:
In this example, we’ll demonstrate adding programs from different groups into one Requirement:

• Expand Controls and select the applicable program(s).
• Expand Misc Logs and select the applicable program(s).
• Expand Prerequisites and select the applicable program(s).
• Use the arrow buttons to move each one into the Task List. 

Step 5: Determine the frequency for each task.

Frequency Options:

• Once – this task will only run once.
• Recurs every – this task will reoccur at an interval you determine.
• Also create at Task Start – when you start the task, a form will be built – otherwise, the first form will be built at your first scheduled interval.

Step 6: Click Save. 

Part 2: Create a Task Schedule

Step 1: Navigate to the Task Schedule tab.

Step 2: Select New to create a new task schedule.

Step 3: Define the task using the descriptions below:

Step 4: Click Save. Your task is now scheduled and appears on your Task Schedule dashboard.

Part 3: Initiating Tasks

Step 1: Navigate to the Task Schedule tab.

Step 2: Click Start to initiate your task. Records will now begin building in the related data collection tab at your pre-defined interval.

Step 3: Click Stop when the task is complete, records will end being auto-generated.

1. Click the edit icon associated with your task. 
2. Scroll down and toggle on "Automatically Start Task at Forecast Start Time". Enter in your start date and start time.
3. Click Save.