Adding or Modifying Agent Dates

The Schedule Calendar Form enables you to create or amend existing SU.todat records which manage the run-date and mode for End of Day, End of Week and End of Period. This replaces the original functionality of using System Utilities controls.

To add/modify agent dates:

1. From the Autoline Master Menu, select the System utilities option and Company 00.

   The SYSTEM UTILITIES Menu is displayed.

2. Select the Timed operations option.

   The TIMED OPERATIONS Menu is displayed.

3. Select the Add/modify agent dates option.

   The Schedule Calendar form is displayed.

4. Select required day on the Calendar grid.

5. Select one or more check-boxes for the desired End-of-day mode.

6. Click Save.

   You are returned to the TIMED OPERATIONS Menu.

Schedule Calendar Form

The Schedule Calendar Form is displayed when you click SYSTEM UTILITIES> TIMED OPERATIONS Menu Add/modify agent dates.

To edit a day in the calendar:

1. Select the desired day of the month.

The current end-of-day modes are displayed in the left-hand bottom corner of the form

2. Edit these by setting the check-box (on or off).

Calendar grid:

Displays all the days in month and year with a colour-coded key for end-of-day modes.

Day of week: The select bar runs across the top of the calendar grid and displays five weeks of M onday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday.

Example: Select all Mondays on the second week of column by selecting M. This copies one or more selected end-of-day modes to all Mondays in the column.

Mode select: The Select mode check-box column holds end of day modes with a colour-coded key. The modes and colours are as follows:

Mode	Colour	Description
No Operations		Creates a mode of S for skipped days, and no end-of-day chain is run.
Daily Operations		Uses the default mode of D for end of day - has no record created.
Weekly Operations		Creates a mode of W for end of week
Monthly Operations		Creates a mode of P for end of period
Yearly Operations		Creates a mode of Y for end of year.
Multiple Operations		Displayed on the calendar grid when three or more end-of-day modes exist for the same day.

Buttons:

Previous year: Displays the previous year. For example, if the current year is 2006, 2005 is displayed.

Next year: Displays the next year. For example, if the current year is 2006, 2007 is displayed.

Save: Creates or saves, any amended records and exits the program. Any records manually amended will be updated with the userid, date, and time.

Cancel: Exits the program without saving or creating any records.

SU.todat Records

The records created by the user in Add/modify agent dates are stored in the system file SU.todat, and contain the following fields:

1. Date: The actual day Timed Operation Agent is requested to run.
2. Modes: Type of end of day required.
3. Userid: Userid of last user to amend record details
4. Lastdate: Date recorded at point of last edit by user.
5. Lasttime: Time recorded at point of last edit by user.

Types of end-of-day mode:

1. W: End of week mode, will run all options inside and outside of main chain with a frequency of W.
2. P: End of period mode (also known as End of month), will run all options inside and outside of main chain with a frequency of M.
3. Y: End of year mode, will run all options inside and outside of main chain with a frequency of Y.
4. S: Skipped days mode, will NOT run the end of day chain, but will run those options set to run Daily, outside of End-of-day chain.

Note: The Timed Operations Agent checks the SU.todat file periodically for an existing record using today's date. The default End-of-day mode is Daily, and requires no record to be created and is always run on its own or with additional modes Weekly, Period or Yearly. The exception to this rule is Skipped days, and no End-of-day chain is run.

On some occasions, users may wish to run multiple End of day modes on the same day - for example: End of week and End of period.

Possible End-of-day mode combinations:

1. End of day: Default mode, and no record is created for this, executes all options inside and outside of main chain with frequency of D.

2. End of Day + End of Week: One record created with mode W, executes all options inside and outside of main chain with frequency of D & W.

3. End of Day + End of Period: One record created with mode P, executes all options inside and outside of main chain with frequency of D & M.

4. End of Day + End of Year: One record created with mode Y, executes all options inside and outside of main chain with frequency of D & Y.

5. End of Day + End of Week + End of Period: Two records created with mode W & P, executes all options inside and outside of main chain with frequency of D, W, & M.

6. End of Day + End of Week + End of Year: Two records created with mode W & Y, executes all options inside and outside of main chain with frequency of D, W, & Y.

7. End of Day + End of Period + End of Year: Two records created with mode P & Y, executes all options inside and outside of main chain with frequency of D, M, & Y.

8. Skipped Day: One record created with mode S, and will NOT run End-of-day chain, but will still run options outside of main chain with frequency of D.

Note: No SU.todat records exist by default; these are created by the user. To help with this, the old System utilities controls of Skipped days, Day for end of week and Day for end of month, load default days into the calendar. This is done when user first enters the Add/modify agent dates option, and the program checks whether no SU.todat records exist for the current displayed year, and loads defaults if none are found. This then creates records when the user takes the Save option. Records can always be amended after they are created.

Related Topics:

Timed Operations