Schedule Tasks by Batch

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EQuIS 7  >>  SPM > SPM Desktop > Tasks >

Schedule Tasks by Batch

SPM contains two scheduling tools that allow scheduling or unscheduling of multiple tasks at the same time.

 

The Batch Processor provides this capability for any and all tasks within the Plan that is open in SPM.

The Batch Scheduler expands this ability to include plans from multiple EQuIS facilities within the same database.

 

Batch Processor

 

1. In the Planned Tasks section of the SPM ribbon click Batch Processor.

 

20069_Batch_Processor_button

 

2.Select one ore more tasks to schedule/unschedule.

3.Click Next

4.Select Action and Date Range

a.Select the radio button to schedule or unschedule the previously selected tasks

b.Input a date range for which the action will be applied (e.g. Schedule all tasks for the next three years)

 

20069_select_action_and_date_range

 

5.Click OK

6.SPM will display a summary of the tasks, select one of the following options to continue:

a.Test Run (No DB changes) + Go: Will complete the action but not make any updates to the database. This option is best for testing purposes.

i.Select Yes or No to perform the test run.

ii.If any errors are encountered, they will be displayed

b.Go: Will complete the action. Note: this could take a few minutes depending on the number of tasks selected

c.Prev: Returns the user to the previous screen to edit task selection

d.Cancel: closes the scheduler

 

Note: In some cases, scheduling issues/conflicts prevent data from being properly saved, the result of which is that the batch process terminates with partially scheduled tasks. Executing a Test Run can detect such issues without saving any data to the database so the issues can be resolved before the proper batch scheduling process is applied.

 

Note: If the Batch Processor button is selected when an SPM Plan is not open, the Batch Scheduler will open instead.

 

Batch Scheduler

 

1.Click Forms, then Batch Scheduler

 

20069_Batch_scheduler_button

 

2.Select one or more facilities

3.Click Next

4.Select one or more plans to manage, then click Next

5.Follow steps 2 - 6 from the Batch Processor section above to complete the scheduling/unscheduling process