Auto Process enables the user to create tasks which should be executed automatically on the predefined day and time. In AMG Attendance System you can create as many tasks as you wish. You don't have to delete the tasks, which you don't want to be executed for some period of time, and then create them again, if you need them to be executed again. You can merely make the tasks inactive and then activate them again. Note that at a time more than one tasks can be active.
Auto Processes page is intended to view the list of all tasks, add new tasks, edit and delete them.
Possible task is Generating and Sending Report.
The main part of the page is the list of tasks. The list can be sorted by any column both ascending and descending. To sort the list you should just click on the Column title. The list has also some other properties: the columns can be hidden and then displayed again, the order of the columns displayed can be changed, and the list of categories can be filtered by some criteria. (Click here to see the description of these properties.)
To hide/show columns you should do the following:
- Click on the Properties button.
- In the Columns list select the check boxes of the columns you want to show and deselect the check boxes of the columns you want to hide.
- Click on the OK button.
To reorder the columns you should do the following:
- Click on the Properties button.
- In the Columns list select the column you want to move up or down.
- Click on the Move up button to move the column up or on the Move down button to move the column down.
- Repeat steps 2 and 3 to reorder all the columns you want.
- Click on the OK button.
To filter the list of tasks you should do the following:
- Click on the Filter button. (As a result will appear Filter Conditions panel).
- In the Filter Conditions panel enter or select the criteria by which you want to filter.
- Click on the Refresh button.
As a result of filtering in the list of tasks will be displayed only those tasks which correspond to the entered or selected criteria. If no task corresponds to criteria, then no record will be displayed in the table. To view all the tasks or to start over the filtering you should click on the Reset button.
To hide the Filter Conditions panel, click again on the Filter button.
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- If you don't remember the whole Code or Name of the task, you can enter a single letter which can be either at the beginning or in the middle or in the end of the task's Code or Name.
- You can simultaneously filter by more than one criteria.
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To add new Auto Process you should do the following:
- Click on the Add button. (As a result will be opened a new window - Add Auto Process.)
- Enter the code and name of the task into the Code and Name text boxes, respectively.
- In the Day and Time box enter the time at which the task should be executed and choose the days of the week when the task should be executed. (For checking or unchecking all days of the week simultaneously you can use and buttons, respectively.)
- Click on the Report button to choose and configure the report to be automatically generated, then from the Format combo box choose the format of the report.
- For sending the report by e-mail you should check whom the report should be sent to from E-mail list table.
- To add new e-mail recipient you should click on Add button, enter the person's name and e-mail address into the Name and E-mail text boxes, respectively, and then click on the Ok button.
- To edit an e-mail recipient, you should select that person from the E-mail List table, click on the Edit button, make the changes and then click on the Ok button.
- To delete an e-mail recepient, you should select that person from the E-mail list table and then click on the Delete button.
- Click on the OK button.
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Code and Name values are unique. Before entering these values make sure that there is no other task with the same Code or Name.
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To edit an Auto Process you should do the following:
- In the list of Auto Processes select the auto process you want to edit.
- Click on the Edit button. (As a result will be opened a new window - Edit Auto Process.)
- Make the necessary changes in the process's options.
- Click on the OK button.
To delete an Auto Process you should do the following:
- In the list of Auto Processes select the auto process you want to delete.
- Click on the Delete button.
To make an Auto Process active/inactve you should do the following:
- In the list of Auto Processes select the auto process you want to make active/inactive.
- Click on the Edit button. (As a result will be opened a new window - Edit Auto Process.)
- Select Active check box to make the auto process active, or deselect - to make inactive.
- Click on the OK button.
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