Automated Tasks - Details

Name

Specify the name of the task.

Description

This is a free text field. Add some detail to the record to help explain the purpose of the task.

Enabled

Check box to activate or deactivate the automated task.

Action

Select one of the available options that indicates the nature of the task to be performed. With each action that is selected, the available options in the bottom third of this form will change to accommodate the relevant inputs and outputs required to successfully configure the chosen task.

This will trigger STRUMIS to run a backup that will be stored in the designated location found in the field Backup Location.

Get Updates

This triggers STRUMIS to search for any possible updates online, downloads any new files and applies them to the database. There are no additional configuration options available for this option.

Run Stored Procedure

This is a coded task. When this option is selected the option window at the bottom of the form changes to a box where the required code can be entered. This function can vary depending on the nature of the procedure to be performed.

Run Dos Command

Option to run any DOS based command from STRUMIS. For example if the system is hosted on a Windows based machine this will be any command that can be run through the Command Prompt program.

Run Application

This will run a set program at the designated time period.

Automatic EDI E-Mail Collection

This will look for any Email transactions connected with the EDI system and load them back into the System.

Run Transaction Interface

Function to use the designated Transaction Interface to pull records from STRUMIS. Transaction Interfaces can be found in the search box when this is selected. An example of this function may be to export financial information to deliver to an external accounts package on a daily basis.

See Transaction Interfaces for further information on the range of functionality available.

Automatic Workstation Feedback

Assuming Workstations have the Feedback form completed, this option will gather the feedback and place it into the designated storage location.

See Workstation Feedback for more information.

Automatic Hotfix Update

A Hotfix is a file that keeps STRUMIS up to date with the latest changes and developments. There are no additional options to this function, however this must be left active and running daily to keep STRUMIS up to date.

Run System Report

System Reports can be found across STRUMIS and host a range of functions depending on the associated module. This function will run a specified report within the chosen parameters and at the time interval selected.

With this selected in the Action field of Automated Tasks, the following options are available to customise the chosen report.

• Select Report- Choose the desired report

• Send to- Choose if the file output will be a PDF or an Excel spreadsheet.

• Output Path- Choose where the file will be saved.

• Excel Template- Active only if Excel document selected in the Sent To field. Use the Ellipsis to select the chosen template and then use the Set Parameters button to adjust.

• Measurement Unit- Select from Imperial, Metric or Imperial Decimal Inch.

• Denominator- If Imperial is selected then this becomes active. Select the way the imperial units are broken down by selecting Half, Quarter, Eighth, Sixteenth or Thirty Secondth.

• Weight Unit- Select the weight unit with which will be featured on the generated report.

• Send Email- If you wish to send an email with the report attached as well as saving it in the designated storage location, this will need to be activated by placing a tick in the box.

• Set Email Properties- This opens the Send Email form where the recipients can be added as well as CC, Bcc, Subject and a message body. This will be saved as the default template that will be populated each time the automated task runs and sends an email.