How to configure a Scheduler that will automatically create forms based on a schedule

 

There are 3 types of processes involved:

  • Schedule process
  • Asset process
  • Inspection process

 

Create a “Schedule” process

The Schedule process contains the information that defines when the schedule will start, the pattern to use when creating forms,  the frequency that applies to the pattern, the processes involved, and the information that will be copied into the target form. 

A schedule form will need to be create for each type of schedule that will be used.  A schedules can differ in many ways; they can have different start dates, different patterns, different frequencies, etc.

The Schedule process will have the following fields:

Name
 - field of type Text
Schedule
 - field of type Free Rows Table. The table should contain the following columns:

Start - field of type Date and Time

The date and time to initiate the first schedule start of the process

The frequency of the scheduled process starts on this date/time.

Frequency - field of type Single Select List. The list should contain the following values:

Hourly, Daily, Weekly, Monthly, Quarterly, Semi-Yearly, Yearly

Pattern - field of type Text.

-Odd positions (ON) in the pattern define the number of frequencies to create a form for.

-Even positions (OFF) in the pattern define the number of frequencies to NOT create a form for.

-Empty, 0, or negative number disables that portion of the schedule (please refrain from using negative numbers as they can be confusing)

 Eg.

1,0,5,1 is the same as 6,1

3,-3,3,1 is the same as 6,1

-a positive number indicates the number of times to repeat the frequency 

SrcProcess - field is a Reference to a Process type.

-This field contains a a list of processes.

-To create, use the Reference field type, and press the “Integration” button.

DstProcess - Reference (Same as SrcProcess)

Src1 - Reference to a Field.

-Is a list of fields on the SrcProcess

Dst1 - Reference to a Field.

-Is a list of fields on the DstProcess

Src2 - s/a

Dst2 - s/a


A schedule can have many patterns with each pattern having a (potentially) unique start date/time and frequency.  The Schedule table should contain a row for every unique start date/time, frequency, and pattern combination.

Add schedule forms to the “Schedule” process. These are all the different type of schedules that will be used within and across assets.

Update the Asset process

Add a field called "Schedule Start".  This field will identify when the Schedule will be kicked off.  If this field contains a value and the Schedule.Start contain a value, priority is given to the "Schedule Start" field on the Asset.

Add a process reference field to “Schedule” called “ScheduleRef”.

Add additional parameter fields if needed.

Maximum 2 (as per Src1 and Src 2). 

Other, existing, fields can be used as parameters.

SrcRef1 - can be named anything, the field can be of any type but the type should match that of the receiving field

SrcRef2 - s/a

For each Asset form, use the “ScheduleRef” to select the schedule that applies.


Update the Inspection process

Ensure the Inspection process contains a reference to its Asset process.

 

Hook up the scheduler

Contact Lighthouse and request that the scheduler be hooked up.


 

Pattern Examples

Example 1…

Configure the scheduler to create an inspection every Monday

Start=Feb 6, 2017 (Monday)

Frequency=Daily

Pattern=1,6

 

An “Inspection” will be created on day 1. Nothing will be created for the next 6 days.

The pattern will repeat.

 

Day 1 – Create Inspection (Mon Feb 6, 2017)

Days 2-7 – Do nothing (Tues Feb 7, 2017 – Sun Feb 12, 2017)

Day 8 – Create Inspection (Mon Feb 13, 2017)

Days 9-14 – Do nothing (Tues Feb 14, 2017 – Sun Feb 19, 2017)

Day 15 – Create Inspection (Mon Feb 20, 2017)

Days 16-21 – Do nothing (Tues Feb 21, 2017 – Sun Feb 26, 2017)


Day of Week

Mon

Tues

Wed

Thur

Fri

Sat

Sun

Day of Feb 2017

6

7

8

9

10

11

12

 

On

Off

Off

Off

Off

Off

Off

Day of Feb 2017

13

14

15

16

17

18

19

 

On

Off

Off

Off

Off

Off

Off

Day of Feb 2017

20

21

22

23

24

25

26

 

On

Off

Off

Off

Off

Off

Off

 

 

Example 2…

Configure the scheduler to create an inspection every Monday and every Wednesday

Start=Feb 6, 2017 (Monday)

Frequency=Daily

Pattern=1,1,1,4

 

An “Inspection” will be created on day 1. 

Nothing is created on day 2.

An “Inspection” is created on day 3.

Nothing is created on days 4-7

The pattern will repeat.

 

Day 1 – Create Inspection (Mon Feb 6, 2017)

Day 2 – Do nothing (Tues Feb 7, 2017)

Day 3 – Create Inspection (Wed Feb 8, 2017)

Days 4-7 – Do nothing (Thurs Feb 9, 2017 – Sun Feb 12, 2017)

Day 8 – Create Inspection (Mon Feb 13, 2017)

Day 9 – Do nothing (Tues Feb 14, 2017)

Day 10– Create Inspection (Wed Feb 15, 2017)

Days 11-14 – Do nothing (Thurs Feb 16, 2017 – Sun Feb 19, 2017)

Day 15 – Create Inspection (Mon Feb 20, 2017)

Day 16 – Do nothing (Tues Feb 21, 2017)

Day 17– Create Inspection (Wed Feb 22, 2017)

Days 18-21 – Do nothing (Thurs Feb 23, 2017 – Sun Feb 26, 2017)

 

Day of Week

Mon

Tues

Wed

Thur

Fri

Sat

Sun

Day of Feb 2017

6

7

8

9

10

11

12

 

On

Off

On

Off

Off

Off

Off

Day of Feb 2017

13

14

15

16

17

18

19

 

On

Off

On

Off

Off

Off

Off

Day of Feb 2017

20

21

22

23

24

25

26

 

On

Off

On

Off

Off

Off

Off