Defining a Schedule

This topic describes the procedure to define a schedule for executing KPI.

You can ensure that a set of actions is executed at a set of preset times by scheduling activities. For example, to trigger a Web service that summarizes orders at the end of each business day, you can set a schedule to be triggered at 17:30 pm everyday.

1. In the Schedule page, Create a Schedule.
   Note: If the time-frame set for the Business Measure attached to the KPI is same as the 'Rolling Dates' the schedule interval would get defaulted with the period selected for the rolling dates. For example, if the period selected for rolling dates is 'Month' then schedule interval would be set to 'Monthly' by default. However, if the period selected for rolling dates is 'Minute' then schedule interval would be set to 'Hourly' by default. The Schedule is created.
   
2. In the Schedule page, click next to Deploy Date to select the date on which the process of monitoring based on schedule should start.
   Note: Deploy Date must be greater than the current date and time and lower than the End Date and time. Deploy Date is selected.
   
3. Click and select the End Date on which the process of monitoring based on schedule should end.
   Note: End Date must be greater than the current date and Deploy Date.
   
4. Click Finish to complete the scheduling process. A KPI and the corresponding composite control is created and added to the project content tree. This composite control is also available under Quick Access Menu of the XForms designer.
   
5. If you want to visualize the KPI trend of the KPI created as a composite control, drag it on to the Dashboard (XForms) designer.
   Note: You can perform Trend Analysis with the help of KPIs. Trend Analysis refers to the analytical comparison of monitored KPIs and identifying their patterns over a period of time. Trends can be plotted over a period of time depending upon the processed values of the expression.
   
6. Double-click or right-click the composite control to specify the properties of the composite control and select Properties to define properties for the composite control.
   
7. Save the XForm and assign it to a user or role. You can access the dashboard created through XForms designer based on access permission.
   Note: For further details on creating an XForm refer Creating XForms and for further details on assigning the XForm to a user refer Assigning Tasks to Users.
   
8. Alternatively, before clicking Finish, select Define Actions check box (optionally you can also select Model Email to be triggered as an action check box, in case you want to model an email template and send email as part of action) and click Next to define Actions.
   A schedule is defined.