Setting up a Scheduled Event

Scheduler enables users to schedule a range of events, including reporting, exports, network backups, image compression, print jobs and batch invoice runs. These can be scheduled to run on a regular basis or as a one off scheduled event. Decreasing your admin time by having EXACT do the work for you on a regular basis and ensure you do not forget.

To set up a schedule event you need to navigate to the The Scheduler screen by going to File->Scheduler

Click the Create New Event button to start the Scheduler wizard.

You can choose 5 types of scheduled events including:

Print - Print a report on a certain machine. EXACT must be logged in on the chosen machine at the scheduled event time to do this.
Export - Export a CSV format report to a desired location. EXACT must be logged in on the chosen machine at the scheduled event time to do this.
Email - Email a CSV format report to an email address. This can be done from the Server and requires no users to be logged in.
Email as the Read Only PDF Format - a PDF to an email address. This can be done from the Server and requires no users to be logged in.
Other - Schedule a non report tasks such as NHS Claiming and Network Backups.

Other is covered in another help guide. This guide covers the report options via Print/export or email.

Choose one of these options and then choose the report below. Click Nexy.

This screen varies depending on the Event/report chosen. Example:

Fill in the parameters as requested and click Next.

You can now choose what machine the event will take place including

Any computer - EXACT will look for any computer on the network logged in and action the event there. At least one user must be logged into EXACT for this to run.

If a practitioner has Scheduled an Event to print on Any computer, and then attempts to log out, they see this warning:

This computer - EXACT will action the event on the current machine you are setting up this schedule from. The user must be logged into EXACT on this machine for this to run.

The server - EXACT will action the event on the server. The event will run without the need to be logged in this to work.

Once you have chosen an option click Next

Use this screen to set when the event occurs and whether it is to repeat.

Note the Once Only option - this enables you to create a non-repeating scheduled event.

Choose whether the event is to occur Once Only, Weekly, or Monthly, and set the appropriate date, day, or day of the month.

Click Finish to set up the scheduled event.

Exporting Reports to .CSV Format

For .csv report format the prompts will be the same but it will show you where it going to export it to:

Emailing Reports

For emailing reports the prompts will be the same but will prompt you for the email address its being sent to. Fill in the Destination Email Address(es) and the subject line.