Task automation supports automated actions within elluminate. The Tasks list provides a centralized location to view and manage all scheduled actions. Tasks can also be created directly from supported areas, such as Importer.
Tasks can be configured to run once or run on a recurring schedule. Optional email notifications can be sent upon task completion, whether the task completes successfully or results in an error.
Available Actions for Automation
| Action | Privilege |
|---|---|
| Import (manual file imports cannot be scheduled) | Importer |
| Publish Analytics | Importer |
| Export (selected domains) | Exporter |
| Run KRIs (for RBQM) | 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 (can depend on another automated action) | Importer; Exporter; Data Quality; RBQM; Run Reports; Validator View |
| RACT Reassessment Reminder | No specific privilege needed |
| Risk Signal Notification | System Configure, Task Edit, or Administer |
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 the Platform Menu under Study Management.
Global Level
At the global level, tasks display for accessible studies. Assigned privileges determine whether tasks can be created or managed for a study.
From the Platform Menu, select Tasks under Platform Administration.
Study Level
At the study level, tasks associated with the selected study display. Assigned privileges determine whether tasks can be created or managed.
While viewing a study, select Tasks from the Study Management drop-down in the master header.
OR
From the Platform Menu, select Tasks under Study Management and then select the study.