Schedule Templates

Configuration-> Configuration Root-> AWS Templates

The Schedule Template allows for the quick creation of Jobs, and promotes repetitive use of proven business scenarios by defining a standard sequence of Activities that must be performed to complete a Job. Once a Schedule Template is defined, it can be used for scheduling Jobs in the Job Schedule. (Jobs can also be scheduled directly in the Job Schedule without using a Schedule Template.)

When a Schedule Template is used to define a Job Schedule, further changes to the Schedule Template are not reflected in the Job unless the Schedule Template is reapplied.

A Schedule Template

Use the Activity Selector to add Activities to the Schedule. The list of Activities will be populated from records of the “AWS_Activities” document type.

For each Activity on the template, the following attributes can be specified:

Predecessors - A list of IDs of other Activities on the Schedule Template. On a live Job, the Activity will become active as soon as all of its Predecessors are finished. The sequence of Activities cannot form cycles. If an Activity has no Predecessors, it will become active as soon as the Job Schedule is saved. Predecessors are modified using the Activity Selector.

Roles - One or more Roles must be defined for each Activity. On a live Job, an Assignment record is generated for each Role assigned to an Activity.

Duration - The expected amount of time, in business days, that it will take to complete an Activity.

Autostart - Automatically starts the Activity upon becoming active.

Associated Ticket Type - Allows automated Ticket generation. When a Job is live, one Ticket of the selected type will be created and associated with the Activity. Tickets available for selection are part of all document types belonging to all master types found in all AWS_Data_Structures records.

Milestone - Used to track Activities with important due dates. If a due date is missed, or predicted to be missed, a prominent warning will be displayed on the Job Schedule, and in some reports and Finds.

All Activity attributes (except for the ID attribute) can be changed on a Job Schedule.

Actions

Validate ( ) - Checks the sequence of Activities to ensure that it constitutes a valid workflow, there are no cyclic sequences, etc....

Duplicate ( ) - Creates a new Schedule Template based on the information contained in the current Job Schedule.

Gantt Chart ( ) - Creates report that helps visualize sequence of Activities and progression of a Job, in a calendar format. (Must have Reporting Services configured.)