Scheduler
Use
Use the Scheduler to set schedules that define how frequently the system executes certain administrative tasks.
In response to the schedule, the application distributes e-mail notifications and Home tab Inbox notifications to subscribers when updates are detected. If milestone activity, objective activity, or KPI activity is detected during the Scheduler's periodic check, any user who subscribed to that activity and that particular object receives notification. Users receive notification in the form of an e-mail notification or Home tab Inbox notification depending on how the users set up their notification methods.
Prerequisites
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You are the strategy management administrator. If the Scheduler is unavailable to you, it means you are not running the administration application as a strategy management administrator. For information, see Roles in the Applications.
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For e-mail notification to function correctly, the system administrator has set up mail connectivity. For more information, see the installation guide. Installation Guide for SAP Strategy Management on the SAP Help Portal.
Features
You can set up schedules to do the following:
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Recalculate the initiative statuses in the Home tab using the Calculate Initiative Status activity.
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Recalculate the scorecard status using the Calculate All Scorecard Objects activity. At the scheduled date and time, the system refreshes any objects that have been added or removed or modified since the last session or since the last scheduled activity.
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Close all connections that are open between Interactive Publisher and Application Server using the Restart JPIP Sessions activity.
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Update temporary user reassignments that are set in the Update User Responsibilities screen. The Reassign Owner activity adds temporary assignments, deletes temporary assignments, and returns temporary assignments back to the original owner.
The start dates and end dates of all temporary assignments are reviewed. Any added, deleted, or expired reassignment that occurs on or before the schedule time is updated.
For example, you can set a daily schedule to review assignments at 9:00 PM. If the schedule runs and detects a new temporary owner starting that day, the temporary assignment is carried out. If the schedule detects that a temporary assignment is ending that day, then the temporary assignment reverts back to the original owner.
For information about temporary assignments, see User Responsibility Updates.
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Notify subscribers when objective statuses and KPI statuses have changed from one period to another using the Scorecard Notifications activity.
For more information, see Objective and KPI Status Notification Scheduling.
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Notify subscribers when initiative milestones are coming due period using the Initiatives Notifications activity.
For more information, see Milestone Notification Scheduling.
You can view the schedule set up for a task in the Runs column. If a task is not scheduled, or it is disabled, the Runs column shows a dash (-).
You can enable or disable all Scheduler notifications for a task type by selecting or deselecting Enabled next to the task. If you select this option, then the system notifies subscribing users about activity when the criteria is met. If you deselect this option, then the Scheduler does not run the schedule for this task and the system does not notify subscribers about activity.
You can edit a schedule for an activity by clicking Edit next to the activity.
Activities
To set up a schedule for a particular activity, click Add Task next to the activity, then click Edit and enter schedule information in the available fields.