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--- cats:procedures:workscheduler [2022/05/23 14:05] – wiki_admin
+++ cats:procedures:workscheduler [2022/05/23 16:23] (current) – [Work Scheduler] wiki_admin
@@ Line 5: / Line 5: @@
 [{{:cats:procedures:reportsche_menu.png?|Work scheduler access menu}}]
-====Work Scheduler Main Menu====
+CATS displays the list of scheduled work items, including the next scheduled run date, the date the work item was last run, and the result of the last run.
-[{{:cats:procedures:workscheduler.png?|Work scheduler main menu}}]
+From here you can add new work items, modify an existing work items, and remove items that are no longer necessary.
-**New Item** - Create a new a scheduled work item (see below for details). \\
+[{{:cats:procedures:pasted:20220523-150935.png?|Work scheduler listing and menu}}]
-**Delete Item** - Delete an item.\\
-**Copy Item** - Copy an item.\\
+<note>Items with a Tan background are inactive.\\
-**Run Now** - Run the work scheduler.\\
+Items with Red text failed on their last run.\\
-**Refresh List** - Refresh the list. \\
+Items in italics are currently running.\\
-**Exit** - Return to main menu\\
+</note>
+Double-click on a work item in the list to view the details and modify it.
+  * **New Item** - Create a new a scheduled work item (see below for details).
+  * **Delete Item** - Delete the currently selected work item.
+  * **Copy Item** - Copy the currently selected work item.
+  * **RUN NOW** - Schedule the selected work item to run immediately.
+  * **Refresh List** - Refresh the status of the work items displayed.
+  * **Exit** - Return to main menu
 ====New Item====
@@ Line 20: / Line 29: @@
 [{{:cats:procedures:workscheduler_newitem.png?|Create new scheduled work item.}}]\\
-====Configure Past Due Notification ====
+====Scheduling an Item====
+Each work item has its own schedule which determines when (or if) the item will be run. You can access the schedule and modify it by double-clicking on the item in the Work Scheduler list.
+[{{:cats:procedures:pasted:20220523-141401.png}}|Modifying the schedule for a work item.]
+A work item can be run on a variety of schedules. You can run it at the start of each month, or at a particular time each day.
+Some work items have additional options specific to their operation that can be viewed by clicking on the **More...** button.
+====Configure Isolation Work Item ====
+The create isolation work item allows you to schedule the creation of an isolated area.
+[{{:cats:procedures:pasted:20220523-142008.png}}|Configuring the automatic isolation.]
+For regularly scheduled isolations, you can specify how CATS should determine the isolation date.
+The options are:
+  * //Run Date// - isolate as of the day the work item is run.
+  * //Previous day// - isolate as of the day before the work item is run.
+  * //Next day// - isolate as of the day after the work item is run.
+  * //Prior workday// - isolate as of the day before the work item is run, excluding weekends.
+  * //Next workday// - isolate as of the day after the work item is run, excluding weekends.
+  * //End of period// - isolate as of the end of the current period.
+====Configure Past Due Notification Work Item ====
 The Past Due Notification tool automatically sends notifications to your customers when their invoices are past due.