ClearPoint schedules let you configure specific actions to run automatically saving you time and effort. You can do things like generate Briefing Books automatically, trigger essential Workflow emails, and more.
Managing schedules
Setting and managing schedules is part of any good reporting process. Schedules help users automate the reporting cycle by automatically generating reports, sending reminder emails, and more.
From the Manage Schedules page, administrators and scorecard administrators can view all their schedules and better manage their reporting cycle.
From the Control Panel click on Automation
Select Schedules
From the Manage Schedules page, users can view all the schedules in their ClearPoint account
Use the Filter Schedules search bar to enter keywords and find results easily
Click on the dropdown menu to search by type
To include deleted or disabled schedules on this page, check Show Deleted or Show Disabled.
Click the three dots icon next to a Schedule
Select Duplicate Schedule
Under Schedule Name, you can give a name to differentiate the duplicated schedule
Choose the First Run Date and Run Time
Click Duplicate
You can also select Delete Schedule
Confirm this is what you want to do by clicking the Delete red button
Important: Deleting a schedule stops the schedule from running and removes the schedule from the account.
Disabling a schedule only stops the schedule from running. The schedule will still appear in the account and can be enabled at any time.
Adding a schedule
In this example, we are going to create a recurrent Schedule to generate a Briefing book for a Monthly business review meeting.
From the Control Panel click on Automation
Select Schedules
Click on the Plus icon to add a Schedule
Under Name, enter the name of the new Schedule, in this example, ‘Monthly business review’.
Mark the checkbox next to Enabled, this will let the system know your Schedule is actively working.
An empty checkbox means the Schedule is Disabled and it will not run automatically
Use the Scheduled Task dropdown menu to choose the type of action you will
automate, in this example, ‘Generate Briefing Book’.
Select the appropriate Briefing book from the Briefing Books dropdown menu
Select the First Run Date and Run Time
Mark the checkbox next to Recurrence to set an automated recurrence
In this example, since we are generating a Briefing book for a Monthly business review meeting, we are going to select the following parameters
Repeats Monthly
Every 1 Month
The third Friday
No End Date because we want to run this schedule indefinitely
Once you are done with your configuration, click Save
Editing a Schedule
From the Control Panel click on Automation
Select Schedules
Click the edit Pencil icon next to the Schedule you want to edit
From the Schedule tab you can perform the following actions
Edit the First Run Date and Run Time
Edit the Recurrence to adjust when the task is scheduled or repeated
Users cannot change the Scheduled task
Users can enable or disable a schedule by using the Enabled checkbox.
By disabling a schedule, users will stop the schedule from running.
When the schedule is enabled, it will run according to the First Run Date and Recurrence.
Navigate to the History tab
Click on the Schedule you want to see details for
Revision history shows when the schedule was created, when it was edited, and each time it was run.
Schedule Calendar
The Schedule Calendar displays all your schedules in a calendar view. Users can also see other automated processes, like Reporting Workflows, in the calendar.
This view brings together many elements of your reporting cycle from automatic reporting generations to automated email reminders.
From the Control Panel click on Automation
Select Calendar
Use the Filter Calendar search bar to enter keywords and find results easily
Click on the dropdown menu to search by specific types
