Scheduling automated notifications

  1. Select Administration > Setup.
  2. In the Notifications pane, click Schedule SLA Alerts, Schedule Reminders, or Schedule Survey Reminder.
  3. Click Schedule.
  4. On the Schedule tab, specify this information:
    Schedule Type
    Specify the parameters for the exports.
    Schedule Exclusion
    Optionally, specify an exclusion if you would like an action not to run during the time period that you specified in the fields above. When you specify an exclusion, the action is not run during the exclusion period. If you want to schedule an exclusion set rather than an exclusion, leave this field blank.
    Schedule Exclusion Set
    Optionally, specify an exclusion set if you would like an action not to run during the time period that you specified in the fields above. When you specify an exclusion set, the action is not run during the exclusion period. If you want to schedule an exclusion rather than an exclusion set, leave this field blank.
  5. On the Start / Stop tab, specify this information:
    First Time To Run
    Specify the date that the action is initially run.
    Last Time To Run
    Specify the date that the action will run for the last time.
  6. On the Notification tab, specify this information:
    Schedule Name
    A value is provided. For SLA Alerts, the value is SLAReminderAction. For Reminders, the value is ScheduleReminderAction. For Survey Reminders, the value is SurveyReminderAction.
    Notification Type
    Specify the circumstances under which email notifications are sent: Never, On Failure, Always.
    Email Address
    Specify the email address of the recipient of notifications.
    Threshold Minutes
    Specify the number of minutes required for an error to time out.
  7. On the Concurrecy tab, select a parameter for running actions simultaneously in the Run Action Concurrently field.
  8. On the Failure Strategy tab, specify this information:
    Strategy
    Specify a strategy that is employed in case the action fails.
    Report Options
    Specify to receive the schedule report.
    Number Of Retries
    Specify the number of times the system retries the action when it fails.
    Continue On Failure To Run
    Select this feature to continue to run the action when errors are occur, rather than stopping the action when an error occurs.
  9. Click Ok.