Introducing the Scheduler Module

Finding time for printing reports or processing data can be difficult on a busy system. The Scheduler module reduces the load by producing reports, posting transactions, and processing allocation calculations, during times when there is less network traffic. Scheduler works behind the scenes, polling the database and running scheduled tasks at user defined intervals.

Using Scheduler to execute tasks is simple. Select a job to do, enter a task name and description, as well as a date and time for the task to run, and Scheduler takes over the process. Single tasks, multiple tasks, or recurring tasks can all be scheduled ahead of time and can be printed, exported to a spreadsheet or printed to a PDF file. Also, Scheduler can be set up to email notifications as tasks are completed. With Scheduler's tracking, complete lists of attempted and completed jobs can be viewed.

An additional feature is the Report Binder. The Report Binder can bundle groups of reports to process and print at the same time (such as monthly Board reports). They can be printed immediately, exported to a spreadsheet, printed to a PDF file, emailed as a PDF file, or scheduled to be processed later. Scheduler works quietly in the background of the system and can keep working long after the office is closed for the day.

To Add This Module

  1. First the Scheduler module must be added to the organization by the Administrator.
  2. The first time you log on to the system, enter NPS in the User box. The user ID NPS initially has no password and has full security rights to all systems. Once your own user ID is created (Security>Maintain Users), go back and establish a password for NPS.
  3. Either add Scheduler to a current organization (Organization>Add a Module Wizard - Module Panel), or select the Scheduler module when creating a new organization (File>New Organization Wizard - Modules Panel).
  4. Once the new module has been applied to an organization, the Scheduler menu selections are available. Menu selections are available in the Scheduler system, and they are also integrated into the MIP Accounting menu selections.
  5. There are Checklists available for setting up this module and its processes. Please refer to the online help (Help>Contents and Index>Reference) for modular specific menu selections, checklists, and common questions.