Control Room – Schedule Manager

The Schedule Manager page lets you control, create, and modify all the schedules for your connected environment. These are the same schedules that you see in the Blue Prism interactive client Control Room.

The Schedule Manager page consists of a schedule list, schedule actions, and schedule activity for the selected schedule. It provides you with the following information and functions:

Schedule list

1. Filter by schedule name – Search for specific schedules.

2. Include retired schedules – Display retired schedules in the schedule list.

Schedule actions

3. Run (play icon) – Run the selected schedule.
4. Refresh (refresh icon) – Refresh the activity for the currently selected schedule. This icon replaces the schedule activity icon when a schedule is selected.
5. Additional actions (ellipsis icon) – Perform additional actions on the schedule, such as, editing, deleting, cloning, and retiring.
6. Schedule activity (line icon) – Display the schedule activity for the selected schedule in the pane to the right.

Schedule activity

7. Edit view – Define the columns that are displayed. You can then show or hide the columns using the toggle switches. You can also change the grid to display in a compact format.
8. Filter – Filter the information that is displayed. You can turn on the required filters and enter or select the appropriate information for display, for example, you could turn on the Status filter and select Completed.

9. Save view – Save your current column view. You can enter a name for your view to make it easily identifiable when loading views.

10. Load view – Load a saved view. You can select the required view and click Apply.
11. Auto refresh – Define how often the table contents will automatically refresh. By default it is disabled, but can be set to every minute, five minutes, 10 minutes, or 30 minutes.
12. Refresh now – Refresh the table contents. If operating with auto refresh configured, using this option will reset the timer.
13. Last updated – The date and time the table data was last refreshed.

14. Rows per page – Enter a number, or use the up and down arrows, to change the number of rows seen on a page.

15. Previous and Next – Click Previous or Next to move through the pages of schedules.

View schedule activity

To view the activity for a specific schedule:

1. Click the schedule activity icon for the required schedule.

   The schedule activity is shown in the pane and the icon changes to a refresh icon.

2. If required, click the refresh icon to update the schedule activity.

Additional actions

You can perform additional tasks to manage your schedules by clicking on the ellipsis icon (...) on a schedule and selecting from the following actions:

• View details

• Delete

• Clone

• View tasks and sessions

• Retire

• Edit

• Stop

The above actions will only display if you have the correct user permissions assigned to your account. For more details, see User permissions.

View details

To view schedule details:

1. Click the ellipsis icon (...) on the relevant schedule, and select View details.

   The Details pane displays, containing the schedule's configuration details. You can also access the Edit schedule page by selecting the Edit button.

2. Click Close drawer to return to the Schedule Manager.

Delete

To delete a schedule:

1. Click the ellipsis icon (...) on the relevant schedule, and select Delete.

   A message displays containing the name of the schedule and asks you to confirm the action.

   Once deleted, schedules cannot be restored.

2. Click Delete schedule.

Clone

To clone a schedule:

1. Click the ellipsis icon (...) on the relevant schedule, and select Clone.

   The Clone schedule page displays, and is automatically populated with all details of the existing schedule.

2. Configure the details as required. As part of the cloning process, you can choose to retire the existing schedule by selecting the Would you like to retire <schedule name>? check box.

3. Click Save.

   The Schedule Manager page displays, filtered by the cloned schedule name.

View tasks and sessions

To view a schedule's tasks and sessions:

1. Click the ellipsis icon (...) on the relevant schedule, and select View tasks and sessions.

   The tasks and sessions pane displays, where you can view and add tasks and sessions.

2. To add a task, use the Add task button in the top right of the pane.

3. Use the arrow icon on a task to expand and view the task's sessions.

4. To add a session, click the ellipsis icon (...) on the relevant task and select Add session.

5. Click Close drawer to return to the Schedule Manager.

For more details on configuring tasks and sessions, see Tasks and sessions

Retire

To retire a schedule:

1. Click the ellipsis icon (...) on the relevant schedule, and select Retire.

   A message displays containing the name of the schedule and asks you to confirm the action. Retired schedules can be restored, whereas deleted schedules are unrecoverable.

2. Click Retire.

   The schedule is marked as retired on the schedule card, and will only display in the Schedules list if the Include retired schedules check box is enabled. To restore a schedule, click the ellipsis icon on the relevant schedule, and select Unretire.

Edit

To edit a schedule:

1. Click the ellipsis icon (...) on the relevant schedule, and select Edit.

   The edit schedule page displays.

2. Configure any details as required.

3. Click Save.

For more details on configuring schedules, see Update schedule configuration

Stop

To stop a currently running schedule:

1. Click the ellipsis icon (...) on the relevant schedule, and select Stop.

   A message displays containing the name of the schedule and asks you to confirm the action.

2. Click Yes, stop now.