Adding a Filing Process

To add a filing process

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Filing Processes.

  2. Click clip0002 to display the Filing Process page.

  3. Name: Enter a unique name of a new process.

  4. Number of concurrent tasks: Enter the number of the concurrent tasks. Enter 1, if you want several tasks to be executed sequentially. Enter the actual number of tasks, if you want them to be executed simultaneously.

  5. Suspended: Select this check box, if you want to suspend the current process.

  6. Available Tasks: Displays all available tasks, from which you can select the tasks to assign to the current process. To add a task, drag it from the left pane to the right pane.

NOTE: You can search for a particular task by typing (part of) its name in the Filter by field and clicking Apply.

  1. Assigned Tasks: The tasks in this pane will be assigned to the current process. The tasks are carried out in the order they appear on the list. To change the order, drag an item up or down. To remove a task, drag it to the left pane.

  1. Execution Frequency: These options allow you to set periodicity of launching the current process. For more information, see Defining Execution Frequency.

  2. To save the new process, click the Save button.
    The system saves the new process to the database and displays the updated Filing Processes page, if the operation is completed successfully.

  3. To allow an administrator to launch the process immediately and save the schedule in the database with the Run Once scheduling type and the current date as a date to run, click Run Now.

  4. To reset the values, click the Clear button.

  5. To close the Filing Process page without saving, click Cancel. Keep in mind that no changes will be saved.


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