Schedule a Recurring Task

Schedules run background work without anyone starting it: imports on a timer, cleanup jobs, anything recurring. Claim and statement exports are not scheduled; they start from their batch page.

Before You Start

You need the Administrator role, and for an import schedule, a working connection and an active mapping template.

Create a Schedule

1. In the sidebar, select Schedules.
2. Select Create.
3. Choose the task to run.
4. Set its frequency, or a future date for a one-off.
5. Fill in the task’s parameters.
6. Select Create. The schedule appears in the list with its next run time.

Result: the schedule lists its next and last run, and executes without further attention. A new schedule waits for its first slot rather than running at once. A slot missed while ClaimPod was down runs once when it comes back, not once for every slot it missed.

Run It Once, Now

Run Now executes the task immediately with the schedule’s parameters. It does not change the schedule or affect the next run, so it is safe for checking that a new schedule works. The toast names the task it started, such as “Task #12 started.”, which you can follow on Tasks. Run Now is greyed when the task needs a role you lack, such as Administrator for an import.

Pause Rather Than Delete

Editing a schedule can change when it runs or pause it. Pausing keeps the configuration and its history; deleting loses both. Pause while investigating, delete only when the work is genuinely finished.

Related: Set Up a Connection · Tasks