Scheduling a Data Check
Scheduling a Data Check
To schedule the running of the Data Check, select Scheduled Tasks and select New Task.
Step 1:
Windows "Scheduled task wizard" dialog (Step 1). The header reads "Please select a task to schedule." A dropdown field labeled "Schedule a task for" shows "Evaluation Company" selected. Below are four radio button options under "Tasks": Database Housekeeping, Run a report, Business Bulletin, and Data Check (selected). A "Click Next to continue" instruction is at the bottom with Back, Next, and Cancel navigation buttons.
Select the company for which you wish to run the data check. The company is available from the drop-down list and select Data Check. When you have finished select Next. Note: If you select Scheduled Tasks from the Tools menu within the company database, then you will not need to select the company, and that option will not be visible.
Step 2:
Windows "Scheduled Task wizard" dialog (Step 2) for selecting data check options. The text reads: "Please select the data check(s) to perform." A list of checkboxes shows available data checks: Information Storage Fields and Indexes, Ledger Account Balances, Customer Aged Balances, Supplier Aged Balances, Work in Progress on Each Job, Status of All Sales Orders, Status of All Purchase Orders, Product Quantities, and Stock and Job Control Accounts. At the bottom is a "Do All Checks" button. Back, Next, and Cancel buttons are at the bottom.
Select the Data Check option you wish to run or select Do All Checks.
Step 3.
Windows "Scheduled task wizard" dialog (Step 3) for naming and scheduling the data check task. The text reads: "Type a name for this task. The task name can be the same name as the program name." An empty text field is shown for entering the task name. Below under "Perform this task:" are radio button options: Daily, Weekly (selected), Monthly, One-time only, When my computer starts, and When I log on. Back, Next, and Cancel buttons are at the bottom.
Enter the name you wish to assign to this task. You can also select the interval you wish this task to be run, such as daily or weekly.
Step 4.
Windows "Scheduled task wizard" dialog (Step 4) for setting the start time and frequency for a weekly data check. The text reads: "Select the time and day you want the task to start." Fields shown: Start time (showing "18:29:56" with up/down arrows), "Every [ ] weeks" field, and "Select the week day below:" with checkboxes for Monday, Tuesday, Wednesday (checked), Thursday, Friday, Saturday, and Sunday. Back, Next, and Cancel buttons are at the bottom.
Enter the start time and frequency you wish to run the data check. You can also select the day of the week that the data check is to be run.
Step 5.
Windows "Scheduled task wizard" dialog (Step 5) for entering credentials. The text reads: "Enter the name and password of a Windows user. The task will run as if it was started by that user." Two fields are shown: "Enter the user name:" (text field) and "Enter the password:" (password field). Back, Next, and Cancel buttons are at the bottom.
Enter the windows username and password. Note this is the username that applies to the computer where the task will be run from.
Step 6.
Windows "Scheduled task wizard" dialog (Step 6 - final step). The confirmation screen displays the successfully scheduled task name and the scheduled date and time. An "Advanced..." button allows setting up additional properties. "Click Finish to add this task to your schedule." Back, Finish, and Cancel buttons are at the bottom.
Select Finish to save the scheduled task.