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Work Scheduler
Use the work scheduler to create new and schedule items such as isolate, re index, aging, exposure, recalculation and past due.
Go to Maintenance > General Maintenance > Work Scheduler.
Work Scheduler Main Menu
New Item - Create a new a scheduled work item (see below for details).
Delete Item - Delete an item.
Copy Item - Copy an item.
Run Now - Run the work scheduler.
Refresh List - Refresh the list.
Exit - Return to main menu
New Item
Choose new item from the menu to create a new scheduled work item. This example will show a past due invoice notification. Press Continue.
Configure Past Due Notification
When you first create a Past Due Notification work item, CATS will automatically prompt you to generate a trigger by entering the number of days past due.
Enter the number of days past due. Press Apply to continue.
Triggers
Here you can add trigger, remove trigger or copy trigger. Add email message, interests rates and/or choose to send daily reminders. Press Save to continue.