Task automation supports 'data on demand' by automating actions within elluminate. The Tasks list provides a centralized location for users to view and manage all scheduled actions. Additionally, tasks can be created directly from within individual actions or modules, such as Importer.
Tasks can be configured to run once or set to execute on a recurring schedule. Optional email notifications can be sent to users upon action completion, whether the action is successful or results in an error.
Available 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 Risk Based Quality Management module) | RBQM |
| Run RBQM (schedule at regular intervals for use in RBQM) | RBQM |
| 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; RBQM; Run Reports; Validator View |
| RACT Reassessment Reminder | No specific privilege needed |
Access Tasks
Tasks can be accessed from two locations within elluminate:
- Global Level: From the Platform Menu under Platform Administration.
- Study Level: From the study master header or from the Platform Menu under Study Management.
Global Level
At the global level, all tasks for studies with access permissions display. Depending on assigned privileges, tasks can be managed or created for selected studies.
From the Platform Menu, select Tasks under Platform Administration.
Study Level
At the study level, all tasks related to the selected study display. Depending on assigned privileges, tasks can be managed or created.
While viewing a study, select Tasks from the module drop-down in the master header.
OR
From the Platform Menu, select Tasks under Study Management on the left side. Then select the desired study from the right side of the menu.