What are Scheduled Tasks?

Hold administrators can run several scheduled tasks that allow them to automate emails and notifications to different sets of users. It also allows them to send a single notification (digest) for some workflows as opposed to sending out individual emails to a user each time they are associated with a task or a reminder threshold is reached. 

Scheduled tasks that administrators can set and edit are People Import, Escalation emails, and Custodian Reminder Emails. From the Scheduled Task list, administrators can manually run a scheduled task, edit the schedule, and edit the text that is sent in the respective emails and notifications.

Select a link to view detailed instructions on editing and running the scheduled tasks:

• Collection Reminder Email
• Collections Due date Check
• Collector Email
• Custom Report Configuration
• Custodian Reminder Email
• Early Termination Employees
• Employee Status and Early Termination Date Change Email
• Hold and Custodian Export
• Escalation Email 
• People Import
• Custodian Import Audit Notification
• Questionnaire Response Notification Digest
• Systems Upload for Non-custodial Data Sources

Note: Additional tasks cannot be added.

Quickly View the Scheduled Details

The Scheduled Task List can be found by selecting the Scheduled Task module on the home page. On the Scheduled Tasks list, you can view the existing schedule and relevant details by clicking the + to the right of the respective task.

These tasks can be scheduled to run on demand or on a daily, weekly, or monthly schedule. Tasks can be manually started, stopped, rescheduled, or unscheduled at any point.