CLIFF allows you to schedule reports and other events to run on a regular basis, for example run a report every Sunday night on overdue Referrals.
To Create an Event
- Choose Events from the Admin menu. A window with current events similar to the following will be displayed. Events high-lighted with red are OFF.
- Click New Event to display the following form.
- Enter the event specifications as follows:
- Event - Select the type of event to create. Report to generate an e-mail report, or Force Logout if you need to force people to log out of CLIFF while you perform some maintenance.
- User - The user account this event is to be run against. Currently this is only for the Force Logout event. Enter 'ALL' if to be applied to all users.
- Schedule - When the event should be executed.
- Off - the event is currently turned off and will not execute.
- Daily - The hour (24 hour clock) that the event should be run every day.
- Weekly - The day of the week and hour that the event should be run every week. If the event has to run more than once a week, additional events will have to be created.
- Monthly - The date and hour that the event should be run every week. If the event has to run more than once a month, additional events will have to be created.
- Only execute once - The event will run on the scheduled time and then switch to Off. If you don't enter a schedule it will execute right away. If this is a Force Logout event, the number of seconds warning will be added.
- Execute as soon as possible - the event will run almost immediately, and then switch to the specified schedule. The warning time is ignored for this option.
- Notification
- Send Message - CLIFF username of person that should receive notification that the event has executed.
- Send E-mail - the e-mail of the person the report should be sent to. You may enter an e-mail address, the user name of another CLIFF user, or an Office name.
- Force Logout Settings
- Number of seconds of warning - how much time in seconds the user should be warned before they are logged out. You should give them time to save their work as the forced logout will not save work in progress for individual users.
- Optional Message - Message to be displayed in users' CLIFF window. Normally you would tell them why they are being forced out, and how long it will be before they can log back in. The message will be shown near the top as shown in the following example:
- Logout Admin users too - Normally Admin users are not forced to logout. Click this option if you also want them forced to logout.
- Force me too - Normally you will not be forced to logout yourself, click this button if you want yourself included.
A Forced Logout remains in effect until the event is deleted!
Users will not be allowed to log in to CLIFF while a Force Logout is in effect. This gives you time to do your maintenance work. When you are ready to let people log in again, delete the Force Logout event.
- Report Settings - The reports you can schedule. Choose report from drop down list. In most cases you will also have to select an Office from the accompanying list.
- Logs Overdue for Office - select office this report applies to.
- Logs Eligible for Completion for Office - select office this report applies to.
- Referrals Received by Office - select office this report applies to.
- Overdue Referrals - select office this report applies to.
- Active Referrals - select office this report applies to.
- Event Log - Log of when this event was executed.
- Click Save to save you event.
To Delete an Event
- Choose Events from the Admin menu. A window with currents similar to the following will be displayed.
- Click the icon for the event to delete.
