This section describes how to use the Maintain Batches function to create, edit, view, copy, delete, and submit batches.
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Click the ellipses button in the Override column.
You see the Batch Override dialog box. If you do not want the Batch Override dialog box to display contacts of the clients in a client level batch, you can enable the Hide Contacts from Batch Override screen check box on the Configure dialog box.
Apply the variation to the recipients in the batch, including entities, clients, or contacts, using the Variation drop down list. Click OK.
The Override Column on the Edit Batch dialog box displays YES to indicate that there is a batch override.Click Finish.
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Option | Description |
Use this Custom View | Select a custom view for display, if defined. |
Filtering Batches by Type | Filters batches by entity, client, and hybrid batch mode. |
Show Only My Batches | Displays only your batches on the Maintain Batches window. |
Group by Categories | Groups batches on the Maintain Batches window by category, such as annual, monthly, or quarterly. Any category that does not contain a batch is hidden. If a batch does not have a category assigned to it the category column displays <unknown>. To set up a code value for the category, see Set Up the Code Values for the List. |
Hide Contacts from Batch Override Screen | The Batch Override dialog box is used to override an Advanced Report Profile for one or more recipients in a batch. When you enable the Hide Contacts from Batch Override screen check box, the Batch Override dialog box does not display contacts of the clients contained in a client level batch. |
Filter Batches by Update Date | Filters all batches by an update date such as today’s date. |
Adhoc Batch submission default to prior month end | The Adhoc Batch submission default to prior month end check box allows you to default the submission of an ad hoc batch to the prior month end date. See About Defaulting Ad Hoc Batch Submissions for details on this feature. |
Page size | Specifies how many items you want to display per page. |
Change Visual Settings for this View | Saves any filter settings that you changed. If you do not select this option, changes you make to filters will not be saved when you next log in. |
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Click Create New Batch or Edit Batch.
You see the Create New Batch or Edit Batch dialog box.
Select a category from the Category drop down list.
Click Finish to close the Batch dialog box.
Click the Go to another component drop down list on the Maintain Batches window.
Select Maintenance/Codes.
Click the Add Code link.
You see the Codes dialog box.
Complete the fields on the Codes dialog box and click Add.
You need to set the Type field to “X” for the code to function properly in the Client Reporting windows.
Make sure that an Inventory of Fields record is created for the new CATEGORY column in the RULES.DBO.CR_SCHEDULES table.Click the Go to another component drop down list and select Meta Data/Inventory of Tables/Fields. Select a table to review the inventory of fields.
Additionally, you need to create a field attribute that points to the Category column in the RULES.DBO.CR_SCHEDULES table. The field attribute should refer to the code you created. See the Editing Regular Field dialog box displayed below.
General Tab
The General tab on the Configure dialog box has a number of settings that apply to all Client Reporting functions.
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Select a batch on the Maintain Batches window.
Click the Submit Batch link. Or right-click and select Submit Batch from the popup menu.
You see the Submit Batch dialog box.
Select the Report Start Date check box and specify a value for the Report Start Date and Report End Date. Or use the default Report Start Date. The Report Start Date check box is designed to support off-period report processing.
The specified report start/end dates determine which package is submitted. It works with any date rule that is specified in the underlying Advanced Report and Advanced Report Profile to determine the start and end date of the reporting package.Click the Select a Due Date link.
You see the Due Date dialog box.
Specify the date the batch should be completed and click OK.
You see the Submit Batch dialog box.Click the Submit the Engine at Log Level check box and select a log level from the drop down list. This option allows you to override the batch log level. A more detailed log is generated without requiring the log level to be changed at the PACE Server level. Or for the PACE Servers to be recycled to generate more detailed logs.
The log level override value also applies to any Advanced Reporting, Concentration, or Distribution engines submitted by the current instance of the Client Reporting batch engine.Click the Submit as Scheduled check box. This option allows you to submit the ad hoc batch as a scheduled event. Two edit checks are included in the submission process.
A warning message appears if the batch has already been submitted with the same effective date (report start/end dates). You can ignore the warning and submit the batch again with the same date.
You cannot submit a batch for a future effective date (report start/end dates). If you attempt this, you will see the warning displayed below. You cannot override this edit check.
Click the Run this event at High Priority link to run the event at a high priority.
Click OK to submit the report for processing.
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