Summary

This article covers how to add tasks to jobs outside of Job Scheduler to both new and existing jobs.

Table of Contents

• Initiate Addition of a Task to a Job
  • Ad-Hoc Reports
  • Exports Manager
  • Imports Manager
  • Standard Reports
• Complete Addition of Task to Job
  • Add task to a new job
  • Add task to an existing job

Those with Job Scheduler permissions can add tasks to jobs outside of the scheduler as well. Tasks can be added to new jobs or existing jobs.

Initiate Addition of a Task to a Job

Tasks can be added to jobs from the Export Manager, Import Manager, Ad-Hoc Report and Standard Report screens.

Ad-Hoc Reports

On the Ad-Hoc Reports screen, the table includes a column called ‘Add to Job’ for those with the Job Scheduler role. Ad-Hoc reports can be added to a job by clicking the Plus Icon in this column.

Note: Only Ad-Hoc Reports with an output type of Excel, Text and SAS can be added to a job, so only those reports will have a Plus Icon in the Add to Job Column.

Exports Manager

In Exports Manager, the table includes a column called ‘Add to Job’ for those with the Job Scheduler role. Export tasks can be added to a job by clicking the Plus Icon in this column.

Imports Manager

In Imports Manager, the table includes a column called ‘Add to Job’ for those with the Job Scheduler role. Import tasks can be added to a job by clicking the Plus Icon in this column.

Standard Reports

Only standard reports that can be exported can be added to jobs. While viewing any of these Standard Reports, hover the mouse over the green Actions Tab and select the ‘Add to Job’ option.

Complete Addition of Task to Job

After choosing to add a task to a job through the Ad-Hoc Report Screen, Exports Manager, Imports Manager or Standard Report Screen, you will arrive at the Add Task to Job Screen. From here you can choose to add the task to a new job or an existing job.

Add task to a new job

1. Click the ‘Create New Job’ button.
2. On the Create Job Screen, specify the name for the job. The Job Type and Workgroup are completed for you.
3. Click the Save Button.
   • After saving the basic job information, you’ll be directed to the Scheduler to edit the task details.
4. In the Edit Task Dialog, complete the task details.
5. Click the Save Button.

After saving the task, you will return to the page you were on prior to adding the task to a job. As with jobs created via the Scheduler Main Screen, the newly created job will be disabled by default with no recipients and a recurrence of ‘Never.’

Add task to an existing job

1. Click the ‘Select Existing Job!’ dropdown menu and select a job that can accept the task.
   • The list will contain an option for each job that you own and that has the same job type as the task you want to add. Each sub list of existing tasks has a header line to designate which workgroup the jobs are associated with. Note that the associated workgroup will be charged for the execution of the task.
2. Review the list of recipients currently set to receive notifications about the job.
3. Click the Add Button.
   • After adding the task to the job, you’ll be directed to the Scheduler to edit the task details.
4. In the Edit Task Dialog, complete the task details.
5. Click the Save Button.
   • After saving the task, you will return to the page you were on prior to adding the task to a job.

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