Scheduling

The Pathway Schedule sets scheduling options for pathways that generate aggregated data for Central Reports. Report Dates set using the schedule control the data extracted from practices. Dynamic rules created using the Pathway Developer Tool use and automatically adjust the configured Report Date to get historic data on a scheduled basis.

Ad-hoc reports can also be set to Run Once using a custom set Report date.

Multiple extracts can be set up (See important notes below)

• Open the Service Management screen.

• Select your pathway for it to open up and display the Management Dashboard ribbon     
• Click the Scheduling icon

This will open up the Scheduling window for you to start creating schedules

• Click the Scheduling icon. (The icon only becomes visible if the pathway has been configured for centralised reporting)

Important Notes:

• Only one schedule is run per evening, per pathway per practice. Extracts run between 19:00-22:00. Outside these times  is not permitted due to practice activity and system process running (E.g. backups other higher priority processes)

• If multiple schedules are set against a pathway, the schedule that runs at the practice will be the one that has outstanding data and in priority order.

• It is important that pathway schedules are maintained. I.e. deleted if not required or marked inactive. Practices that have multiple pathways set to extract on the same night are likely not to all complete within the allocated time . The outstanding extracts will try again the following evening due to the time line window.

• Old pathways that have extracts that are not being used by the practice should be removed using the Service Management Dashboard.

Extract priorities and running order

• Extracts run as per the list they appear in priority order. Recurring extracts not due to run get skipped and the next schedule is evaluated.

• Run Once schedules will continue to run until the practice has submitted data for those Run Once schedules.
• Recurring schedules will continue to run until the practice has submitted data for those Recurring schedules.
1. • If a Recurring Schedule (E.g. monthly) has failed to run at a practice in the scheduled month and gone into the new month, it will still continue to try and extract that previous month's data first before extracting the latest month.

The dashboards are refreshed Once a day.

The Service desk can manually refresh dashboards if required.

This is to generate age bands that may have been created against a pathway and refresh any extracts than have been manually run during this time. If an extract is manually run from a practice it will not be visible on the dashboard until it has been refreshed.

Messages appear at the base of any data dashboard you see displaying the current status of the data in the system

• If you need to re-run an extract for an existing date, you need to delete the data in order for the re-run to work.
• The Custom extract label if completed is applied to all extracts. any text entered in this label will be displayed for all extracts overwriting the Extract report date

There are 2 settings available:

1. Run Once schedule
2. Recurring schedule