7.3 Managing Scheduling

Question 1

what is the purpose of scheduling a story

Answer 1

• create a schedule to refresh and publish a story

- share a story to specific users, at specific time

Question 2

how to schedule a story (steps) from Files

Answer 2

• in Files, select the story
• choose “schedule publication”
• enter parameters
• click “create”
• check email - should receive it

Question 3

prereqs to start creating a schedule

Answer 3

• have necessary permissions
• in System Configuration, enabled these options:
  1. Allow Schedule Publication for non-SAC users
  2. Allow Schedule Publication

Question 4

schedule a story from the Canvas pages

Answer 4

• on Canvas page, click File

> click Schedule publication

Question 5

what to fill out when creating a schedule (9):

Answer 5

• Start - when the run will be scheduled
• add reoccurrences
• date to end reoccurrence by (or No End)
• Subject
• file name
• story to be sent
• Message
• Recipients (SAC names) and non-SAC user emails
• variables for the story prompts

Question 6

how many non-SAC recipients can you include in a sechedule story publication

Answer 6

3

Question 7

Limitations with scheduling

Answer 7

• email message limited to 12mg

- license will dictate how many publications per hour you can do

Question 8

How to copy a schedule (4)

Answer 8

> from nav bar, choose Calendar
choose calendar view you want to see (day, week, month)
select schedule you want to cop , click copy
a dialogue box will appear, name the schedule, change the date and choose ok.

Question 9

can you modify scheduling parameters from after you copy it from another schedule

Answer 9

yes, from the Details pane

Question 10

Who can change a publication you have made (what type of permissions)

Answer 10

users with Manage permissions on Schedule publication

Question 11

steps to view a schedule you created (3)

Answer 11

> from Nav bar, choose Calendar
choose calendar view you want to see (day, week, month)
this will show you schedules created by you

Question 12

steps to modify a schedule (6)

Answer 12

> from Nav bar, choose Calendar
choose calendar view you want to see (day, week, month)
select (double click) the schedule, or choose Designer button
make changes and click Update.
to view changes, click View Changes,
to discard changes, choose Revert.

Question 13

who can discontinue a schedule

Answer 13

> admin or scheduler can discontinue a schedule

Question 14

when can a schedule be deleted

Answer 14

once it’s in cancelled state

Question 15

when can you not discontinue a schedule (2)

Answer 15

> cannot discontinue schedule that’s in progress or has already ended

Question 16

can you copy a cancelled schedule

Answer 16

yes > schedule will be available as Cancelled if you want to copy

Question 17

Deleting an occurrence or reoccurrence of a schedule you no longer need - steps (4)

Answer 17

> from Nav bar, choose Calendar
choose calendar view you want to see (day, week, month)
select schedule, click Remove
remove the occurrence or complete the series