Overview

The Scheduler function finds entities based on saved search criteria and execute a variety of activities including generating Xports, management reports, Merge Reports and sending emails.

A Schedule can run multiple activities. For example, a monthly Schedule can identify all clients that have their FDS/Opt-In due, generate an Xport and Xmerge report for the clients, and send notifications to multiple advisers.

Each time a Schedule is executed, CWT stores the inputs and outcomes of each stage of the Schedule. You can go back and re-run a Schedule stage, and CWT will produce the same outputs as would be generated at the original time of execution.

One benefit of this is the ability to report on historical client data that may have been lost, due to an event such as a receiving email server failing. By re-running the Schedule you can obtain the exact client information that was produced when the Schedule originally ran.

Setting the Schedule

Once all the search criteria’s have been saved, the Schedule can now be set up. You can either search for the word “scheduler” in the quick nav or click on the symbol then Site > Scheduler

Once you are in the Manage Schedules section, Click on Add

Details Tab

Enter in the Schedule Name and tick the Ensure schedule runs box in the occasion where the site may be down.

Recurrence Tab

The Recurrence can be set to run to your choosing, example below:

Date

Yearly – Every January 1

Duration

Start Date – When you want the Schedule to Start

End Date – this can be blank

Time

Make sure “Specific” is set in the drop down box.

Time To Run – its best to choose a time early in the morning

Steps Tab

This tab is important as it will outline the steps necessary to run the schedule correctly. Click on Add to start the first step:

Step 1

After clicking Add, please select the below Step Type then click Ok

The below window will then appear to select the list of clients to search for:

Name: Enter a step name

Selection Type: Leave as Select

Saved Search: FDS & Opt-In - 01.Jan

Click Ok

Step 2

Click Add to enter in the next step and select the below Step Type then click Ok

Once you have clicked Ok, there will be another window that will come up to select the report type:

Name: Enter a step name

Report: FDS Scheduler

Output Type: CSV Unlimited Report

Click Ok

Step 3

Click Add to enter in the next step and select the below Step Type then click Ok

The below window will appear to set who and how the notifications are received:

We recommend ticking the Notify Message and Notify Email boxes.

To add in Recipients, type in the name then click on , select the user from the drop down menu then click on to add the Recipient. After adding the first user, click on to clear the field and repeat steps to add multiple users, then click Ok.