Get started with Scheduled Tasks

SMS and Email Information
SPOT customers can use Scheduled Tasks to execute a number of SMS- and email-based communications. To take advantage of these features, SMS and email will need to be fully configured for the users and customers who need to receive these communications.

Service Framework Key
Verify that your Service Framework Key is entered into SPOT.
Navigate to Setup > Program Configuration > Company > Account Settings > Service Host Settings > Account Name and verify the key is entered. If the field does not have a value, please contact SPOT Suppot at 801-208-2210.

Custom Reports Path
Verify that the file path for your Custom Reports is set.
Navigate to Setup > Program Configuration > Store > Site Settings > Report/Printing Settings > Custom Reports Path.
This should have been set during your store's initial setup. If the field does not have a value, please contact SPOT Suppot at 801-208-2210.

Enable Report Queue
Verify that the Report Queue is installed/enabled. Navigate to Setup > Location Information > Company Tab > Cick Install Report Queue.
Note: If the Install Report Queue button is grayed out and displays Report Queue Enabled, no action is necessary.

Navigate to Setup > Scheduled Tasks...

Click the Add button.

Task Details

Name: The name used to reference the Scheduled Task.

Description (Optional) A description of the Scheduled Task. This may be useful to quickly reference the Task's intended usage or settings.

Enabled A checkbox used to enable or disable the Scheduled Task. Task is enabled by default.

Type: Select from the type dropdown. The Scheduled Tasks types are described in the next section of this page.

Run As: Set the user profile the Scheduled Task will "run as."

Task Run Dates

Start: The first day the Scheduled Task will execute.

End: The last day the Scheduled Task will execute.

At: The time of day the Scheduled Task will begin to execute.

Until: The time of day the Scheduled Task will cease to execute. Field may not be available, depending on Type:, set above.

Run Always Toggles whether the Scheduled Task will .

Run Only Once Toggles whether the Scheduled Task will run only once.

Interval (minutes): Sets how frequently the Scheduled Task will run. Field may not be available, depending on Type:, set above.

Days to Run Select either Weekly and specify All or individual day(s) or Monthly and the numerical day of the month on which the Scheduled Task will run.

Months to Run Select either All Months or specific month(s) on which the Scheduled Task will run.

Other Details

Profile: (Only available for Scheduled Task Type SPOTQuery Presentation, set above) Select from a list of configured SPOTQuery profiles.

Send To: (Only available for Scheduled Task Type SPOTQuery Presentation, set above) Sets the recipients for the configured SPOTQuery profiles. Set this to E-mail Adress and click the button to the right to populate a table of email addresses which will receive the generated SPOTQuery report.

Depending on the value set for Scheduled Task Type, above, you will see or one two of these buttons. Use them to select store lists, email/SMS templates, dates and times for SPOTQuery Reporting, etc.
Important Note: When editing a Scheduled Task, these buttons do not update if you change the value for Type:, set above. If you change a Scheduled Task's Type: value, click Save and begin editing again to update the menus provided by these buttons.

The following are the various Scheduled Tasks Types, set by the Type: drop down field, and their descriptions.