Page Description

The Edit Schedule page allows you to set up the system to automatically run data browser reports or create collection lists, including setting the timing for when the system performs the action, the next date for the event, who the action is being performed for, and where to print or export the report or collection list. If you are editing an existing schedule, the system tracks your changes in the Change Log.

Select the tab that corresponds to the information you wish to view.

Schedule Hourly Tab: Use the Hourly tab to configure an hourly schedule in which the system should perform the action.
Schedule Daily Tab: Use the Daily tab to configure a daily schedule in which the system should perform the action.
Schedule Weekly Tab: Use the Weekly tab to configure a weekly schedule in which the system should perform the action.
Schedule Monthly Tab: Use the Monthly tab to configure a monthly schedule in which the system should perform the action.
Schedule Yearly Tab: Use the Yearly tab to configure a yearly schedule in which the system should perform the action.

Accessing this Page

Select Edit Schedule on the Data Browsers page.
Select Create Schedule or Edit Schedule on the Edit Collection List page.

Accessing Schedule Tabs

Select the Hourly tab to configure an hourly schedule in which the system should perform the action.
Select the Daily tab to configure a daily schedule in which the system should perform the action.
Select the Weekly tab to configure a weekly schedule in which the system should perform the action.
Select the Monthly tab to configure a monthly schedule in which the system should perform the action.
Select the Yearly tab to configure a yearly schedule in which the system should perform the action.

Setting the Schedule Details

Select the Hourly, Daily, Weekly, Monthly, or Yearly tab. If you have previously saved this schedule and you select a different tab, the system prompts you to confirm that you wish to change the recurrence pattern for the schedule. Select Yes to continue, or select No to retain the current recurrence pattern.
- If you select the Hourly tab, you may select one of the following options:
  - Repeat every __ hours: Select this option, and enter how often in hours the system should perform the action.
  - Repeat every __ minutes: Select this option, and enter how often in minutes the system should perform the action.
- If you select the Daily tab, you may select one of the following options:
  - Repeat every __ days: Select this option, and enter how often in days the system should perform the action.
  - Repeat every weekday: Select this option, to have the system perform the action each weekday (Monday through Friday).
- If you select the Weekly tab, you may select one of the following options:
  - Repeat every __ weeks on __: Enter how often in weeks the system should perform the action. Then, select the checkbox that corresponds to the day(s) of the week on which the recurrence should occur (Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday). You may select more than one checkbox.
- If you select the Monthly tab, you may select one of the following options:
  - Day __ of every ___ months: Enter a day of the month, and enter how often in months the system should perform the action.
  - The __ ___ of every ___ months: Select a day of the month, and enter how often in months the system should perform the action.
- If you select the Yearly tab, you may select one of the following options:
  - ___ __ of every ___ years: Enter a specific day of the year, and enter how often in years the system should perform the action.
  - The __ ___ of ___ of every ___ years: Select a day of the month, a specific month, and how often in years the system should perform the action.

Schedule Hourly Tab

Schedule Hourly Tab Details

Select the Hourly tab to configure an hourly schedule in which the system should perform the action.
Select the Repeat every ___ hours option to have the system repeat every specified number of hours. The default value is one. Select the Repeat every ___ minutes option to have the system repeat every specified number of minutes. The default value is one.
Select the Retain Current Scheduled Next Date's Time checkbox to have the system allow tabs other than the Daily recurrence pattern to retain the scheduled time on data browsers if the server happens to be down during the time the browser was supposed to run. When this setting is enabled, the scheduled browser's Next Run Date value is retained as the Last Run Date value in the event that the application server was offline and the browser was actually run at a later time.
Select the Prevent reports with no results from sending checkbox to prevent these scheduled events from sending empty reports.
Enter values into the Next Date field to specify a date in which the action will be performed next. Select the calendar icon to manually enter the date, or select Now to populate the current date. Select Clear to remove values from the field. Note that the system will populate the Next Date field if it is left blank.
Enter text into the For User field to search for a user. This is a search-as-you-type field. Select X to remove a user, and select the magnifying glass icon to manually search for a user. This field is required.
Select the Unrestricted Query checkbox to only allow users to use basic queries to gather information. The unrestricted query type, like the restricted query type, will only allow basic SELECT type of queries to gather information from the database. However, with the unrestricted type, more advanced SQL commands are available and can be used, such as: LEFT, JOIN, IN, NOT IN, LIKE, table aliases, and sub-queries.
Enter text into the Deliver to Location Inbox field to search for a Location Inbox in which the schedule will be delivered. This is a search-as-you-type field. Select X to remove a Location Inbox, and select the magnifying glass icon to manually search for a Location Inbox. Select the Send PDF checkbox to send the schedule as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Email Address option to display a field to search for a user's email address. Enter text into the field. This is a search-as-you-type field. Select X to remove an email address. Select the Send PDF checkbox to send the email as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select the Send Export File checkbox to have the system send an export file of the scheduled billing summary reports. Select the Export As ZIP File checkbox to have the system export the scheduled billing summary report as a ZIP file. Select a delimiter option from the drop-down in order to define the delimiter for the location and email. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list.
Select Add next to the Deliver to Fax Number option to display a field to search for a user's fax number. Enter text into the field. This is a search-as-you-type field. Select X to remove a fax number.
Select Add next to the Deliver to Direct Dial Number option to display a field to search for a user's direct dial number. Enter text into the field. This is a search-as-you-type field. Select X to remove a direct dial number.
Enter text into the Deliver to RAPS Printer field to search for a RAPS printer. Select the magnifying glass icon to manually search for a RAPS printer. When a RAPS printer is selected, it will appear in the list below the search field. The tabled list will display the Remote Printer and the Remote Printing Service. If no printers are selected, a No records selected message will be displayed.
Enter text into the Deliver to Direct Printer field to search for a Direct printer. Select the magnifying glass icon to manually search for a Direct printer. When a Direct printer is selected, it will appear in the list below the search field. The tabled list will display the Name, Practice, Path, and Active status of the printer. If no printers are selected, a No records selected message will be displayed.
Enter text into the Export to field to identify an export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Select the Overwrite Previous Export Files checkbox to overwrite previous export files. Select the drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Enter text into the HL7 Export to field to identify an HL7 export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Enter text into the Host field to identify a host for the schedule. Select X to remove a host, and select the magnifying glass icon to manually search for a host. Enter a value into the File Extension field to identify a file extension for the host.
Enter text in the Export to field to export query results to a folder from a scheduled event. Select Test to test the location. Select Clear to clear the field. Select a delimiter from the drop-down list. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. Select an option from the Line Break drop-down list to select a line break style. Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
- Select the Maintain Fixed Field Count checkbox to have the system maintain the fixed field count.
Select the Execute on server checkbox to set the scheduled event on a specific server that it will run on. The scheduled event will not run on any other server, even if the specified server is down.
Select Save to save all changes made to the page. Select Cancel to navigate back to the Data Browser page without saving any changes.

Schedule Daily Tab

Schedule Daily Tab Details

Select the Daily tab to configure a daily schedule in which the system should perform the action.
Select the Repeat every ___ days option to have the system repeat every specified number of days. The default value is one. Select the Repeat every weekday option to have the system repeat every weekday.
Select the Retain Current Scheduled Next Date's Time checkbox to have the system allow tabs other than the Daily recurrence pattern to retain the scheduled time on data browsers if the server happens to be down during the time the browser was supposed to run. When this setting is enabled, the scheduled browser's Next Run Date value is retained as the Last Run Date value in the event that the application server was offline and the browser was actually run at a later time.
Select the Retain Current Scheduled Next Date's Time to have the system retain the current scheduled Next Date's time.
Select the Prevent reports with no results from sending checkbox to prevent these scheduled events from sending empty reports.
Enter values into the Next Date field to specify a date in which the action will be performed next. Select the calendar icon to manually enter the date, or select Now to populate the current date. Select Clear to remove values from the field. Note that the system will populate the Next Date field if it is left blank.
Enter text into the For User field to search for a user. This is a search-as-you-type field. Select X to remove a user, and select the magnifying glass icon to manually search for a user. This field is required.
Enter text into the Deliver to Location Inbox field to search for a Location Inbox in which the schedule will be delivered. This is a search-as-you-type field. Select X to remove a Location Inbox, and select the magnifying glass icon to manually search for a Location Inbox. Select the Send PDF checkbox to send the schedule as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Email Address option to display a field to search for a user's email address. Enter text into the field. This is a search-as-you-type field. Select X to remove an email address. Select the Send PDF checkbox to send the email as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Fax Number option to display a field to search for a user's fax number. Enter text into the field. This is a search-as-you-type field. Select X to remove a fax number.
Select Add next to the Deliver to Direct Dial Number option to display a field to search for a user's direct dial number. Enter text into the field. This is a search-as-you-type field. Select X to remove a direct dial number.
Enter text into the Deliver to RAPS Printer field to search for a RAPS printer. Select the magnifying glass icon to manually search for a RAPS printer. When a RAPS printer is selected, it will appear in the list below the search field. The tabled list will display the Remote Printer and the Remote Printing Service. If no printers are selected, a No records selected message will be displayed.
Enter text into the Deliver to Direct Printer field to search for a Direct printer. Select the magnifying glass icon to manually search for a Direct printer. When a Direct printer is selected, it will appear in the list below the search field. The tabled list will display the Name, Practice, Path, and Active status of the printer. If no printers are selected, a No records selected message will be displayed.
Enter text into the Export to field to identify an export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Select the Overwrite Previous Export Files checkbox to overwrite previous export files. Select the drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Enter text into the HL7 Export to field to identify an HL7 export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Enter text into the Host field to identify a host for the schedule. Select X to remove a host, and select the magnifying glass icon to manually search for a host. Enter a value into the File Extension field to identify a file extension for the host.
Enter text in the Export to field to export query results to a folder from a scheduled event. Select Test to test the location. Select Clear to clear the field. Select a delimiter from the drop-down list. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. Select an option from the Line Break drop-down list to select a line break style. Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
- Select the Maintain Fixed Field Count checkbox to have the system maintain the fixed field count.
Select the Execute on server checkbox to set the scheduled event on a specific server that it will run on. The scheduled event will not run on any other server, even if the specified server is down.
Select Save to save all changes made to the page. Select Cancel to navigate back to the Data Browser page without saving any changes.

Schedule Weekly Tab

Schedule Weekly Tab Details

Select the Weekly tab to configure a weekly schedule in which the system should perform the action.
Select the Repeat every ___ weeks on option to have the system repeat every specified number of hours. The default value is one. Select the weekday(s) that the system should repeat the schedule.
Select the Retain Current Scheduled Next Date's Time checkbox to have the system allow tabs other than the Daily recurrence pattern to retain the scheduled time on data browsers if the server happens to be down during the time the browser was supposed to run. When this setting is enabled, the scheduled browser's Next Run Date value is retained as the Last Run Date value in the event that the application server was offline and the browser was actually run at a later time.
Select the Prevent reports with no results from sending checkbox to prevent these scheduled events from sending empty reports.
Enter values into the Next Date field to specify a date in which the action will be performed next. Select the calendar icon to manually enter the date, or select Now to populate the current date. Select Clear to remove values from the field. Note that the system will populate the Next Date field if it is left blank.
Enter text into the For User field to search for a user. This is a search-as-you-type field. Select X to remove a user, and select the magnifying glass icon to manually search for a user. This field is required.
Enter text into the Deliver to Location Inbox field to search for a Location Inbox in which the schedule will be delivered. This is a search-as-you-type field. Select X to remove a Location Inbox, and select the magnifying glass icon to manually search for a Location Inbox. Select the Send PDF checkbox to send the schedule as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Email Address option to display a field to search for a user's email address. Enter text into the field. This is a search-as-you-type field. Select X to remove an email address. Select the Send PDF checkbox to send the email as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Fax Number option to display a field to search for a user's fax number. Enter text into the field. This is a search-as-you-type field. Select X to remove a fax number.
Select Add next to the Deliver to Direct Dial Number option to display a field to search for a user's direct dial number. Enter text into the field. This is a search-as-you-type field. Select X to remove a direct dial number.
Enter text into the Deliver to RAPS Printer field to search for a RAPS printer. Select the magnifying glass icon to manually search for a RAPS printer. When a RAPS printer is selected, it will appear in the list below the search field. The tabled list will display the Remote Printer and the Remote Printing Service. If no printers are selected, a No records selected message will be displayed.
Enter text into the Deliver to Direct Printer field to search for a Direct printer. Select the magnifying glass icon to manually search for a Direct printer. When a Direct printer is selected, it will appear in the list below the search field. The tabled list will display the Name, Practice, Path, and Active status of the printer. If no printers are selected, a No records selected message will be displayed.
Enter text into the Export to field to identify an export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Select the Overwrite Previous Export Files checkbox to overwrite previous export files. Select the drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Enter text into the HL7 Export to field to identify an HL7 export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Enter text into the Host field to identify a host for the schedule. Select X to remove a host, and select the magnifying glass icon to manually search for a host. Enter a value into the File Extension field to identify a file extension for the host.
Enter text in the Export to field to export query results to a folder from a scheduled event. Select Test to test the location. Select Clear to clear the field. Select a delimiter from the drop-down list. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. Select an option from the Line Break drop-down list to select a line break style. Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
- Select the Maintain Fixed Field Count checkbox to have the system maintain the fixed field count.
Select the Execute on server checkbox to set the scheduled event on a specific server that it will run on. The scheduled event will not run on any other server, even if the specified server is down.
Select Save to save all changes made to the page. Select Cancel to navigate back to the Data Browser page without saving any changes.

Schedule Monthly Tab

Schedule Monthly Tab Details

Select the Monthly tab to configure a monthly schedule in which the system should perform the action.
Select the Day __ of every ___ months option to have the system repeat every specified number of months. The default value is one and one. Select the The __ ___ of every ___ months option to have the system repeat every specified number of months. The default value is one.
Select the Retain Current Scheduled Next Date's Time checkbox to have the system allow tabs other than the Daily recurrence pattern to retain the scheduled time on data browsers if the server happens to be down during the time the browser was supposed to run. When this setting is enabled, the scheduled browser's Next Run Date value is retained as the Last Run Date value in the event that the application server was offline and the browser was actually run at a later time.
Select the Prevent reports with no results from sending checkbox to prevent these scheduled events from sending empty reports.
Enter values into the Next Date field to specify a date in which the action will be performed next. Select the calendar icon to manually enter the date, or select Now to populate the current date. Select Clear to remove values from the field. Note that the system will populate the Next Date field if it is left blank.
Enter text into the For User field to search for a user. This is a search-as-you-type field. Select X to remove a user, and select the magnifying glass icon to manually search for a user. This field is required.
Enter text into the Deliver to Location Inbox field to search for a Location Inbox in which the schedule will be delivered. This is a search-as-you-type field. Select X to remove a Location Inbox, and select the magnifying glass icon to manually search for a Location Inbox. Select the Send PDF checkbox to send the schedule as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add button next to the Deliver to Email Address option to display a field to search for a user's email address. Enter text into the field. This is a search-as-you-type field. Select X to remove an email address. Select the Send PDF checkbox to send the email as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Fax Number option to display a field to search for a user's fax number. Enter text into the field. This is a search-as-you-type field. Select X to remove a fax number.
Select Add next to the Deliver to Direct Dial Number option to display a field to search for a user's direct dial number. Enter text into the field. This is a search-as-you-type field. Select X to remove a direct dial number.
Enter text into the Deliver to RAPS Printer field to search for a RAPS printer. Select the magnifying glass icon to manually search for a RAPS printer. When a RAPS printer is selected, it will appear in the list below the search field. The tabled list will display the Remote Printer and the Remote Printing Service. If no printers are selected, a No records selected message will be displayed.
Enter text into the Deliver to Direct Printer field to search for a Direct printer. Select the magnifying glass icon to manually search for a Direct printer. When a Direct printer is selected, it will appear in the list below the search field. The tabled list will display the Name, Practice, Path, and Active status of the printer. If no printers are selected, a No records selected message will be displayed.
Enter text into the Export to field to identify an export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Select the Overwrite Previous Export Files checkbox to overwrite previous export files. Select the drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Enter text into the HL7 Export to field to identify an HL7 export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Enter text into the Host field to identify a host for the schedule. Select X to remove a host, and select the magnifying glass icon to manually search for a host. Enter a value into the File Extension field to identify a file extension for the host.
Enter text in the Export to field to export query results to a folder from a scheduled event. Select Test to test the location. Select Clear to clear the field. Select a delimiter from the drop-down list. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. Select an option from the Line Break drop-down list to select a line break style. Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
- Select the Maintain Fixed Field Count checkbox to have the system maintain the fixed field count.
Select the Execute on server checkbox to set the scheduled event on a specific server that it will run on. The scheduled event will not run on any other server, even if the specified server is down.
Select Save to save all changes made to the page. Select Cancel to navigate back to the Data Browser page without saving any changes.

Schedule Yearly Tab

Schedule Yearly Tab Details

Select the Yearly tab to configure a yearly schedule in which the system should perform the action.
Select the ___ __ of every ___ years option to have the system repeat every specified number of years. The default value is one and one. Select the The __ ___ of ___ of every ___ years option to have the system repeat every specified number of years. The default value is one.
Select the Retain Current Scheduled Next Date's Time checkbox to have the system allow tabs other than the Daily recurrence pattern to retain the scheduled time on data browsers if the server happens to be down during the time the browser was supposed to run. When this setting is enabled, the scheduled browser's Next Run Date value is retained as the Last Run Date value in the event that the application server was offline and the browser was actually run at a later time.
Select the Prevent reports with no results from sending checkbox to prevent these scheduled events from sending empty reports.
Enter values into the Next Date field to specify a date in which the action will be performed next. Select the calendar icon to manually enter the date, or select Now to populate the current date. Select Clear to remove values from the field. Note that the system will populate the Next Date field if it is left blank.
Enter text into the For User field to search for a user. This is a search-as-you-type field. Select X to remove a user, and select the magnifying glass icon to manually search for a user. This field is required.
Enter text into the Deliver to Location Inbox field to search for a Location Inbox in which the schedule will be delivered. This is a search-as-you-type field. Select X to remove a Location Inbox, and select the magnifying glass icon to manually search for a Location Inbox. Select the Send PDF checkbox to send the schedule as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Email Address option to display a field to search for a user's email address. Enter text into the field. This is a search-as-you-type field. Select X to remove an email address. Select the Send PDF checkbox to send the email as a PDF, and select the Send Export File drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Select Add next to the Deliver to Fax Number option to display a field to search for a user's fax number. Enter text into the field. This is a search-as-you-type field. Select X to remove a fax number.
Select Add next to the Deliver to Direct Dial Number option to display a field to search for a user's direct dial number. Enter text into the field. This is a search-as-you-type field. Select X to remove a direct dial number.
Enter text into the Deliver to RAPS Printer field to search for a RAPS printer. Select the magnifying glass icon to manually search for a RAPS printer. When a RAPS printer is selected, it will appear in the list below the search field. The tabled list will display the Remote Printer and the Remote Printing Service. If no printers are selected, a No records selected message will be displayed.
Enter text into the Deliver to Direct Printer field to search for a Direct printer. Select the magnifying glass icon to manually search for a Direct printer. When a Direct printer is selected, it will appear in the list below the search field. The tabled list will display the Name, Practice, Path, and Active status of the printer. If no printers are selected, a No records selected message will be displayed.
Enter text into the Export to field to identify an export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Select the Overwrite Previous Export Files checkbox to overwrite previous export files. Select the drop-down list to select either Double quotes and comma, Comma, Tab, Vertical bar, or Semicolon.
Enter text into the HL7 Export to field to identify an HL7 export location. When you have entered text, select Test to test the export location, or select Clear to clear the field.
Enter text into the Host field to identify a host for the schedule. Select X to remove a host, and select the magnifying glass icon to manually search for a host. Enter a value into the File Extension field to identify a file extension for the host.
Enter text in the Export to field to export query results to a folder from a scheduled event. Select Test to test the location. Select Clear to clear the field. Select a delimiter from the drop-down list. Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar from the drop-down list. Select an option from the Line Break drop-down list to select a line break style. Select either Carriage Return, Line Feed, or Carriage Return and Line Feed from the drop-down list.
- Select the Maintain Fixed Field Count checkbox to have the system maintain the fixed field count.
Select the Execute on server checkbox to set the scheduled event on a specific server that it will run on. The scheduled event will not run on any other server, even if the specified server is down.
Select Save to save all changes made to the page. Select Cancel to navigate back to the Data Browser page without saving any changes.

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