Scheduling automations

To schedule an automation:

  1. Open Transfer Desk. Select TRD from the main SunSystems menu.
  2. Select an automation from the Automations list.
  3. Click the Schedule tab.
    Any existing schedules are displayed.
  4. Create a new schedule.
    1. Click Edit and then click Add Schedule.
    2. Click Basic and specify the information:
      Name
      Specify a unique name.
      Description
      Provide a description for the schedule.
      Start Date
      The first occurrence of the automation run.
      End Date
      When the last occurrence of the automation run should occur. For a single run, make sure that the Start Date and End Date are the same.
  5. Click Frequency. Define the time and frequency with which the automation is to run.
  6. Click the Summary tab to review the schedule settings.
  7. Click OK.
The schedule task is added to the Schedule grid.