Permissions: When using Tasks, users must have the SCE privilege to Run SCE Programs and Importer privilege for Data Import and Email Notifications.

Note: For 24.1 and later an additional option to cancel stalled Tasks after a set number of hours was added to the Task Tab. This option prevents stalled Tasks from preventing the next scheduled Task from running.

Instructions

1. Open Tasks at the Global level or from a Study.
2. To add a new Task, click the Add Icon OR Edit an existing Task.
3. Task Tab:
   1. Enter or Update the Name and Description (optional).
   2. Ensure the task is Active by checking the box.
   3. Optionally, check to Cancel stalled Tasks and enter a number of hours to wait before canceling. (Feature available with 24.1 and later)
4. Schedule Tab: (In the video this step was skipped since it was an existing Task.)
   1. Set the Start Date and Time, which is the first time or only time the task will run)
   2. Optionally set a Repeating schedule, the frequency it will reoccur.
   3. Optionally, set an end date, which means a recurring task will not run beyond that date.
5. Action Tab:
   1. For SCE Programs: 
      1. Click the Add button.
      2. Select Run SCE Program.
      3. Best practice is to rename to the program name.
      4. Dependency: On Success, Action: Import (or previous program action).
      5. Select the Program from the file tree.
      6. Click OK button.
   2. Repeat adding Actions for all desired SCE Programs.
   3. For Adding Emails:
      1. Click the Add button and Select Email.
      2. Best practice is to rename the Email if creating more than one, for example: "Success Email" or "Error Email."
      3. For the Success Email:
         1. Dependency: On Success, Action: All Previous Actions 
         2. Enter the Email To, Subject, and Message.
         3. Click OK button.
      4. For the Error Email:
         1. Dependency: On Error, Action: Any Previous Actions 
         2. Enter the Email To, Subject, and Message.
         3. Check to Include Data.
         4. Click OK button.
6. Click Save to finalize the Task. Next time this task is scheduled to import data it will automatically run those SCE programs and notify the appropriate people.