SS> Utilities> Show Scheduled Jobs

Jobs Viewer

Summary

Most processes (reports, generating bills and statements, etc.) are processed on the application server rather than the workstation you are logged into. This allows you to continue working while reports or batch processes are being run.

When a job is created (for example, the generation of a report), you can either set the job to process immediately, or you can schedule the job to be processed at a specific time (for example, in the middle of the night if it is a large process). As jobs are created, they are queued up on the server and then completed when the resources become available or the scheduled time elapses. The Jobs Viewer window displays all of the jobs that have been queued on the server and the status of each job.

Example - Generate a UB module Account Master Report

If you do not have the UB module, this example applies to any report generated from a Reports palette in any module.

Open the Account Master window (UB> Reports> Account Master).
Select the report criteria. Click here for information on generating an Account Master Report.
Once the criteria has been entered, either:

Enter a date and time in the field next to the Print icon to schedule the report to generate at a specific time. The date and time should be in the following format: MM/DD/YYYY - H:MM AM/PM.
Leave the field next to the Print icon blank. The report will print as soon as the resources become available on the application server.

Click the Print icon to schedule the job to generate the report. This will only generate the report in a PDF file. If you would like to print the report, you can print the PDF file once the report has been generated.
Open the Jobs Viewer window (Jobs Viewer icon on the application) to view the progress of the report.
Once the report is complete, you can open the report from either the Jobs Viewer window or from the View Reports window (SS> Utilities> View Reports). If the report was generated from a batch process, you will not be able to open the report from the View Reports window. Click here for information on the View Reports window.

Reports generated from the Reports palette will automatically be archived on the server and can be retrieved at any time using the View Reports window.
Reports that are generated from a batch process are not automatically archived on the server and are replaced if a new version of the report is generated. For example, if you reprint the Statements generated in a UB module New Billing batch, the previous statements will be overwritten by the new version. If you try to open the previous version of the statements using the Jobs Viewer window, the new version of the report will display.

Generating the report only creates a PDF file of the report, it does not actually print the report. If you would like to print a copy of the generated report, print the PDF file.

Security

The Jobs Viewer window allows you to view reports generated in the application. Security settings for the Jobs Viewer are inherited from the security set up on the user logged in to the application.

Step by Step

1 View the jobs in the Jobs Viewer window.

The Jobs Viewer window can be opened by clicking the Jobs Viewer icon on the desktop or in SS> Utilities> Show Scheduled Jobs.
Select the search criteria of the jobs you would like to display in the window and click the Refresh icon to update the jobs that display in the window.

The User Name field allows you to filter the jobs by the user that scheduled it. The field will default to the user name you are logged in as.

You can set up DB field security on this field if you do not want users to have access to the reports generated by other users. If you set the access of this field to read only, users will only be able to view the reports that they have generated. Click here for information on DB Security.

The Job Type drop-down menu allows you to filter the jobs by job type. For instance, you could select Process Jobs in order to display a batch process you are running without displaying the reports that might be processing at the same time.
The Batch Type drop-down menu allows you to filter the jobs by the process that created the job.
The Scheduled From and Scheduled To fields will default to the current date. If you would like to view jobs scheduled in the future you must change the date in the Scheduled To field.

If you would like to view a report that has been generated in the past, change the Scheduled From field to a previous date. For example, if you scheduled a report to print the previous night, change the value in the Scheduled From date to a previous date to open the report.

The toggles in the Search Criteria section are used to select which jobs will display in the window. Check or uncheck the toggles in the window to select which jobs will display.

Check the Show jobs that are scheduled toggle to include jobs that have been scheduled but have not been processed. Once the server begins processing the job it is no longer scheduled but current being processed.
Check the Show jobs that are currently processing toggle to include jobs that are currently being processed. Jobs will only have this status when they are being processed.
Check the Show jobs that completed successfully toggle to include jobs that have been completed without errors.
Check the Show jobs that didn’t complete due to an error toggle to display jobs that generated an error as they were being processed. This applies to processes and reports. If a process or report results in an error the error will display in the Results column.
Check the Show jobs that were deleted toggle to display jobs that were canceled by a user.

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