Help Centre

About schedules

Schedules are used to automate the creation of submissions and the sending of submission request emails.

Schedules are created and managed by Org Admins and can be applied to multiple feeds by the feed owner. When a schedule is applied to a feed, new submissions will be created according to the frequency set in the schedule. Data request emails will be sent to the users listed in the default submitters popup.

Schedules can contain a deadline, allowing a submission to be marked as overdue.

Aspects of schedules such as overdue status, period start date, etc can be written to a pipeline via the Append Metadata operation.

Creating and using schedules

Schedules are created and edited by Org Admins in the Admin tab. Any edits made to a schedule will be applied to all feeds using that schedule.

Create a schedule

To create a schedule, navigate to the Admin tab:

1. Navigate to the ‘Schedules’ tab on the left.
2. Click the ‘New schedule’ button.
3. Create a name for the schedule.
4. Define the schedule parameters (frequency, naming convention, deadline, etc.)
5. If the schedule is ready to use, set ‘Publish’ to ON.
6. Click ‘Save’ to apply the changes.

Use a schedule

To use a schedule in a feed, first set the list of submitters:

1. Click the submitters area in the sidebar.
2. Select the users who will receive submission requests. Currently, this is restricted to users within your own organisation.
3. Add notes to personalise or contextualise the submission request emails. These will be repeated for each submission.
4. Click ‘Apply’ to apply the changes.

Next select the schedule:

1. Click the schedule area in the sidebar.
2. Select a schedule from the drop-down list.
3. Select a start date for the schedule, to define when its first period will start.
4. Optionally, select an end date for the schedule. After this date, no notifications will be sent.
5. Click ‘Apply Changes’ to apply the changes to the schedule selection and start date.
6. Click ‘Activate’ to make the schedule active. A paused schedule will not create submissions or send notifications.

About paused schedules

Schedules can be paused to temporarily stop the creation of submissions and their associated notifications. Only feed owners can pause a schedule.

When a document is duplicated or archived its schedule is paused.

Schedule parameters