Set Up Edge Reminders Schedules

Use the Job Schedules tab of your Scheduled Job Setup editor to create and edit the schedules you want to use for automating Edge Reminders messages. You can create as many schedules as you need, and assign them to any number of scheduled reminder messages.

Use This Feature

1. Open Edge Reminders Setup Window - You can open this feature in multiple ways: Use the method that's most convenient for you.

   ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Setup and Maintenance.

   

   ViewPoint toolbar - Edge Reminders > Setup and Maintenance.

   

   ViewPoint shortcut menu - Add-In > Edge Reminders > Setup and Maintenance. (You can press Alt+D on your keyboard to open the Add-In menu options.)

   

2. Open Scheduled Job Editor - Configuration tab > Scheduled Job Setup.

   

3. Open Job Schedules - Click to open the Job Schedules tab.

   

4. Create or Edit a Schedule - Choose an existing schedule to work with, or create a new one.

   Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.

   

   Create a new schedule - Click New at the top of the window. Then complete the schedule details, described below.

   

5. Enter Details - Enter the name, dates, times, and days of the week the schedule should be run.

   

   Name - Use a descriptive name for your schedule.

   Start Date / End Date - Enter the first date, and optionally the last date that you want automated reminders that are assigned to this schedule to be activated. If you want associated reminders to recur for an undetermined length of time, leave the end date blank. If you have entered an End Date, for example, to suspend reminders for a certain length of time, you can click Clear to remove the date, and return the schedule to running indefinitely.

   Call Start / Call End - Enter the starting and ending times for processing this job schedule. Message delivery of reminders associated with this job schedule will be attempted only during the time of day you set.

   Recurrence - Select how often you want this schedule to be activated.

   Daily will process reminders associated with this job schedule every day of the week, beginning with your start date.

   Weekly and Bi-Weekly will process reminders associated with this job schedule only on the days you enable. (The Day of the Week options are only available when you have selected either the Weekly or Bi-Weekly recurrence.)

   Monthly, Bi-Monthly, Quarterly, Semi-Annually, and Annually will process reminders associated with this job schedule beginning with your start date, and recurring on the same date of each subsequent period.

6. Save your changes - Click Save at the bottom of the window to save the changes you have made and exit the editing window. You can also click Apply to save your changes but keep the window option, or click Cancel to close the editing window without saving any new changes.

More Information

Assign Reminders to Job Schedules - Once you have created your job schedules, you can assign them to reminders to automate your Edge Reminders messages. See "Set Up Scheduled Reminders" for details.

Suspend a Schedule - You can temporarily or permanently suspend a reminder schedule by entering an End date in the schedule details. Whenever you want the schedule to resume running, simply click Clear to remove the date and return the schedule to running indefinitely.