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Scheduler Checklists

Running Scheduled Tasks

Note the following information regarding running scheduled tasks using the Scheduler module:

  • If tasks were scheduled to run at noon, but you do not log on to Scheduler until 3 p.m., the system processes the tasks at that time.
  • The MIP Fund Accounting system does not have to be running in order for scheduled tasks to process, but the Scheduler has to be running.
  • If "Warn Before Posting" or "Prevent From Posting" when over budget is selected on the Primary Budget Controls tab (Organization>Set Up Modules>Budget>Primary Budget Controls), posting cannot be scheduled using the Scheduler module. The system cannot check for "over budget" if using Scheduler. To run Scheduler when the Budget module is installed, clear the "Check Available Budget During Posting" check box on the Primary Budget Controls tab to schedule tasks.
  • Reports use the Default Reporting Date setup using Options>Customize Workstation Settings>Reports tab for all reporting. However, if a Default Reporting Date does not exist, the system date will be used. For example, if the report is set up for "This Month," the default date is set to 8/31/20xx, and today is any day in September. The report prints using August data. This also applies to the Report Schedule. If Jane sets up the report with a Default Reporting Date but Paul schedules the report to run but does not have a Default Reporting Date, the system date will be used.
  • If you plan to email a scheduled report binder, you must first set up SMTP Email using Organization>Organization Information>Email Setup tab. Note that if you email directly from the binder, without using Scheduler, the system will combine all reports into a PDF file with the report binder name as the title of the PDF to be emailed.
  • Scheduler is also enabled on applicable forms throughout the system, allowing tasks to be scheduled while working in the system. For more information, see Task Scheduler.
  • Consider using Report Binder Scheduler to schedule tasks to run automatically at scheduled times. The Scheduler works behind the scenes, polling the databases for scheduled tasks at user defined intervals. Reduce processing time by producing reports after regular office hours when there is less network traffic.