Setting up and monitoring scheduled tasks
How to set when a background task runs automatically for a company, a company group or the whole system, how to start or stop it at once, and how to have stuck runs repaired.
The system's background tasks (for example NAV queries, e-mail processing, integrity checks) all run on one scheduler. Here you set which task runs when and for which company, see the queued runs, and start an immediate run or a repair.
Schedule and queued item
- Schedule: a recurring definition that runs automatically on its frequency.
- Queued: a one-off item waiting to run (or running). The scheduler creates these from due schedules, or you do with Run now.
A new schedule step by step
- Open System → Cron scheduler.
- Click the blue + button (Add) at the top right.
- Choose the Job type, for example "NAV missing tax returns".
- In Target choose a company (Partner), a Company group, or for system-level jobs "System (all clients)".
- If the job runs a specific object, choose it in Related object (E-mail task or Integrity check).
- Set Frequency (Every N minutes, Hourly, Daily, Weekly, Monthly), Hour, Minute, Weekday or Day of month.
- If you want an e-mail about every run, choose E-mail in How to report the result of each run, then Protocol / sender and Template, and set the recipients with Recipients.
- Click Save. The Next run column shows when it starts next.
Actions in the list
| Button | What it does |
|---|---|
| Run now (play icon) | queues a run immediately; for a company group, one per member company. The schedule's next run does not change. |
| Activate, Deactivate | switches the schedule on or off |
| Stop, Stop selected | deactivates the selected schedules and removes queued items |
| Delete (bin) | permanently deletes the selected rows and their result e-mail setting |
| Self-check and repair (heart icon in the header) | runs the self-healing immediately and reports how many items were repaired and how many still need attention |
For a queued item only the Next run time can be changed.
Rules and messages
- Without a target: "Please select a target company or company group!"
- If the same job is already scheduled for the same object and target, no second one is created; edit the existing row instead.
- For an e-mail task, company and timing come from the e-mail task; if it has no target company: "The selected e-mail task has no target client company — set it on the e-mail task first!"
- System-level rows (without company and group) can only be managed by the super administrator.
- A warning shown in a row means an error the self-healing could not repair.
Example
For the Example plc company group a weekly NAV tax account query is set for Monday 6:10, with a result e-mail to the accountant. After saving, Next run shows next Monday 6:10. Because fresh data is needed today, they start it with Run now: a separate queued item is created for each of the group's three companies.