What is the Task Scheduler?
The Task Scheduler 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 and select 'Requirements'.
Step 2: Select 'New.'
Step 3: Define the requirement’s name, group. and program(s) then move over any applicable programs using the arrow buttons.
Step 4: Determine the frequency for this task
Frequency Options:
- Once – this task will only run once.
- Recurring (default) – 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.
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 shown 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.