Automate - Creating Scheduled Jobs

The material in this document is for informational purposes only. This guide assumes that the most recent version of Rampiva Automate is in use unless otherwise noted in the prerequisites. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

Rampiva Automate includes a job scheduling function that allows system administrators to create jobs based on events or date/time criteria. Scheduled jobs can be used in many ways such as: Automated source and case file management; Case backup, migration, or archiving; Automated post-job operations such as QC, Failed job retry; Metrics collection and augmentation; and Automating job creation for Matters that utilize the Upload Data functionality. This guide details how to create Scheduled Jobs and the related settings.

Prerequisites

Rampiva Scheduler v 5.0.0 or later

Instructions

A. Planning the Scheduled Job

1

A Scheduled Job can have many conditions. Think about the following items before creating your Scheduled Job:

What is the primary goal of the Scheduled Job?
When do you want the Scheduled Job to start and end?
Will the job be triggered by one or many events or at a specific date and time?
Will the job recur, or run only once?
Should the job run for a specific Client and Matter, or globally for the whole system?

B. Creating the Scheduled Job

1	After logging into Rampiva Automate, hover over the Jobs menu item an select Schedule.
2	Click the Create Schedule + button.
3
4	Step 1 - Settings Name the Scheduled Job.
5	Add applicable job-start and job-stop conditions.
6	Click Next.
7	Step 2 - Triggers
8	Select the job Trigger.	On a Timer. Job can be scheduled to occur once, or to recur hourly, daily or weekly.
9	Or, select the Job Events and Event Conditions.	On Job Event. Multiple Job Events can be selected and each is treated as an OR query. Job events can be combined with Event Conditions for greater flexibility and granularity.
10	Or, select the Data Set Event Conditions.	On a Data Set Event. Used in conjunction with the Data Upload functionality. Can be leveraged to automatically create processing jobs for items externally uploaded to the Rampiva Automate system.
11	Click Next.
12	Step 3 - Client / Matter
13	Select the Client and Matter for the Job. Jobs can also be set to run Unassigned or to use the same Client and Matter as the Triggering Job.
14	Click Next.
15	Step 4 - Library / Workflow
16	Select the Workflow from the workflow Library, or use the Same as Triggering Job selection
17	Click Next.
18	Step 5 - Job Settings
19	Configure and workflow-specific settings if applicable.
20	Click Next.
21	Step 6 - Confirm
22	Review and confirm the Scheduled Job Settings.
23	Click Save. Your Scheduled Job is now created and will run under the conditions specified!