Scheduler Task Configuration

Scheduler Tasks that require configuration will display the CONFIGURE button when you select the task. Tips and details for configuring the various tasks are supplied in this topic.

Tasks requiring configuration:

Archive Accounts

When you archive accounts in the Scheduler, you can tag Clients or specify a range of Clients, set a Closed Date range, and a maximum amount of time to allot to the task.

Archive Accounts Configuration

Database Maintenance

Configuration for Database Maintenance in the Scheduler uses the options set in the Database Maintenance Options form to perform all the available functions.

Database Maintenance Options

Every function except dbcheck requires that the Scheduler have exclusive access to the database.

The Scheduler locks down the CV11 Server and uses the instant messaging feature to nudge everyone out of the system, kicking out any stragglers who are left behind.

Please refer to Help top, Database Maintenance in Scheduler for details.

Import Routine

Configuration for the Import routine in the Scheduler uses the Import Menu to select the import map and the data file.

Import Menu

Recalculate Totals

When you select CONFIGURE for a Recalculate Totals task, you will see the Recalculate Totals screen so that you can select the settings you need.

Configure Opens Recalculate Totals

When you Recalculate Totals through the Scheduler, you can recalculate all totals or set intervals and date ranges.

One Time Only

This setting will use the exact Date settings that you specify.

Repeating Intervals

Repeating values do not need a range entered in the "From" and "To" fields. You can leave them blank and Collect! will recalculate all totals.

However, you can also configure this further by using an Interval AND a Date Range. Behavior is as follows.

DAILY with From and To values:

This will automatically set the "From" and "To" to the date on which the task will run. It is recommended to schedule this prior to the day rolling over. Run this task at 11:00 PM to recalc the day's work. Running it at 1:00 AM will only affect data entered since Midnight!

WEEKLY with From and To values:

This will recalc "From" and "To" based on the date the task is to run. "From" will be set to the current date minus six days. So this will Recalculate a week's worth of data up to the current date.

MONTHLY with From and To values:

This will take the date specified as the day of the month to run and recalc from the first of that month to the current date.

Please examine your accounts to ensure that the Scheduler is performing the recalculations as you intended.

If you load an older task file, you may need to configure the Recalculate Totals settings since configuration is a recent addition to the Task Scheduler Recalculate Totals functionality.

Print A Report

When printing a report through the Scheduler, the CONFIGURE button first takes you to the list of reports that you can select. Only reports that START ON "Anywhere" will show up in the Report List.

Print Report List of Reports

The Scheduler does not prompt for a Date Range when configuring reports. If you want to specify a Date Range, you must do this in the report itself before using the Scheduler to schedule the report.

When you come to the Print Report form, you can change your report destination and enter other details as needed.

Print Report Screen

If you wish to print a report to file with an automatically generated file name, you can select "File" for the destination and put .csv in the "File Name" field, for example, when you are configuring the task. You can also configure this in the Report Options for the particular report. Collect! will pick up the settings from that form. Please refer to Report Options in the section entitled "File Name With Date/Time Stamp."

If you are editing an existing Print Report task, selecting the CONFIGURE button will prompt you to select a new report. Select 'No' to view the current settings. If you select 'Yes', Collect! will clear the configuration and display the Report Options for the newly selected report.

Prompt to Select a Report

Printing to Screen in the Scheduler will not open the report on the screen but will still execute writeback calls contained in the report. Any output other than writeback calls is discarded when the Destination is Screen and the report is printed through the Scheduler.

Print Preview is not supported in the Scheduler.

Print Batch Letters

When you configure a Print Batch Letters task, the Scheduler shows you the same screens you would see when setting the options manually for your Scheduled Batch Letters. There are a few restrictions when setting these options for the Scheduler.

Please refer to Print Batch Letters in Scheduler for details.

Letter Service

Letter service can now be set up through the scheduler. In addition to the standard letter options, a review contact containing a summary can be posted to an operators WIP List. When the print dialog appears only applicable fields will be enabled, the remaining fields will be greyed out. No fields will be hidden.

This feature utilizes some new infrastructure methods to handle dwin stack field attribute conflicts.

Batch Processing

This feature enables you to configure the scheduler to process contacts previously scheduled. You can schedule multiple batch processing tasks and Collect! will perform them one after another according to your settings. This enables you to perform any functions that you would normally perform through the Batch Processing, Process Automatic Contacts screen.

When you select CONFIGURE for a Batch Processing task, you will see the Process Automatic Contacts screen so that you can select the types of contacts to process.

Select Contacts to Process

You should never automatically schedule a task that prompts for an ID, a Date or any other user input! The Scheduler ignores these prompts when performing the task.

Generate Statements

When using the Scheduler to generate statements, you need to set the date range. Select CONFIGURE to display the Date Range prompt.

Generate Statements Settings

When you select a one time only task, the Scheduler will use the FROM and TO date range based on what you configure.

When you select any other time interval, it will precompute the FROM and TO values as follows.

DAILY will set yesterday as both the FROM and TO date.

WEEKLY will set yesterday for the TO date and yesterday minus 6 days for the FROM date.

MONTHLY will set the FROM date to the first day of the previous month and the TO date as the last day of the previous month.

Credit Bureau Reporting

When using the Scheduler to run your Credit Bureau reports, select CONFIGURE to set the details in the Report to Credit Bureaus form.

Report to Credit Bureaus

You must have your Credit Bureau Setup filled in correctly prior to using the Scheduler.

Update NCOA From File

This task uses the exact same functionality as running NCOA through File, Import/Export, Import NCOA, except that it takes its file name from what you configured in the Scheduler.

Select CONFIGURE to specify the location of the NCOA file.

Selecting the NCOA File

Also, an ncoa.log file will be created in the CV11\bin folder. The log file contains a time stamp so you know when it ran. The Scheduler appends entries to this file so that you can check for any errors that may have occurred. This log content matches what you would see in Collect!'s Log Viewer if you ran the NCOA update through the File menu. Accounts tagged during the process are cleared so that the Scheduler is ready to perform whatever task is next on its list.

Process TCN Campaign

All the functionality available through the Process TCN Call Campaign option in Tools, Batch Processing is available in the Scheduler as well. To facilitate scheduling TCN processes through the Scheduler, please refer to Help topic, Process TCN Campaign in Scheduler.

Reconcile ACH Transactions

This automates the batch process a site would run daily for Billing Tree ACH Reconciliation via the menu path " Daily Administration\ Payments and Charges\Reconcile ACH History.

After selecting the Task, choose your Interval. Daily is recommended. A processing ID and Priority are optional. Select the time of day you wish the process to run. You can choose whether you wish this to occur when the office is open or after hours when the office is closed.

The "CV11\bin\BillingTree\ACH" folder should be checked daily for Processing Summary and UnmatchedExternal reports as well as review of the achnow.txt and Application Log files to ensure there are no errored transactions which require manual review.

Reconcile Credit Card Transactions

This automates the batch process a site would run daily for Billing Tree Credit Card Reconciliation via the menu path " Daily Administration\ Payments and Charges\Reconcile Credit Card History.

The "CV11\bin\BillingTree\Credit Card" folder should be checked daily for Unmatched reports as well as review of the usaepay.txt and Application Log files to ensure there are no errored transactions which require manual review.