Task automation assists with providing “data on demand” by automating actions within elluminate. The Tasks list allows users to view or manage all scheduled actions in one place, but users can also create tasks right from within an action, such as Importer for example. Tasks can be scheduled to run once, or automated on a recurring schedule. Email notifications can be included to send to a user upon an action completion, success, or error.
Suggested Actions for Automation
| Action | Privilege Needed |
|---|---|
|
Import data (manual file imports cannot be scheduled) |
Importer |
|
Publish Analytics |
Importer |
|
Export data (selected domains) |
Exporter |
|
Run KRIs (for the optional Risk Based Management module) |
RBM |
|
Run RBQM (schedule at regular intervals for use in RBQM) |
RBM |
|
Run SCE Program |
SCE |
|
Data Quality (a defined Data Quality job) |
Data Quality |
|
Validator |
Validator View |
|
Check Import Source |
Importer |
|
Run Report |
Run Reports |
|
Issue Notification |
System Configure |
|
Run Mapping |
Mapper |
|
Email (this action can be dependent on one of the previous actions) |
Importer; Exporter; Data Quality; RBM; Run Reports; Validator View |
Access Tasks
Tasks can be accessed from two locations within elluminate: the global level from the Platform Menu and the study level from a study's Master Header.
Global Level
Displays all the tasks for all studies a user can access. A user can manage any previously created tasks or create new tasks related to any specified study from here, depending on privileges.
- From the Platform Menu, select Tasks under Platform Administration.
Study Level
Displays all the tasks for the selected study. A user can manage any previously created tasks or create new tasks related to the selected study from here.
- While viewing a study, select Tasks from the Details drop-down in the Master Header.
OR
- From the Platform Menu, select Tasks under Study Management on the left side of the menu, and select the study from the right side of the menu.