Scheduling Screening Reports Editing Recurring Screening Reports

9-2 Oracle Fusion Middleware Administrators Guide for Universal Records Management ■ Dispositions can no longer be scheduled and will be removed from any schedule after upgrading. See the Oracle Fusion Middleware Setup Guide for Universal Records Management for details about dispositions. ■ Scheduled freezes are migrated but they are not functional if the search engine type was changed for example, from database to Oracle Text Search. ■ Scheduled screening reports are migrated but they must be modified to use the correct query and the correct report template. If a template is not chosen a default template is used. ■ Scheduled freeze notifications are not rescheduled after upgrading. The notifications should be resubmitted.

9.2 Managing Scheduling

This section discusses the following scheduling tasks: ■ Scheduling Screening Reports on page 9-2 ■ Editing Recurring Screening Reports on page 9-2 ■ Viewing Recurring Screening Report History on page 9-3 ■ Scheduling Freezes on page 9-3

9.2.1 Scheduling Screening Reports

The scheduling functionality is discussed in detail in the Oracle Fusion Middleware Users Guide for Universal Records Management. This section provides an abbreviated overview of the process. To schedule a screening report, first screen for information using the screening function. Click the Schedule button in the Screen for Topic Page. Choose the scheduling criteria such as name for the report, start date, indication if it will recur, and the recurrence frequency for the report. You can also subscribe to the report and be notified when the report is generated. Click OK when done. The screening report is then put in the queue of actions to be performed. All scheduled screening reports are generated daily at midnight by default.

9.2.2 Editing Recurring Screening Reports

To edit a recurring scheduled screening report, complete the following steps:

1. Click Records then Scheduled then Screening Reports from the Top menu.

The Scheduled Screening Reports Page is displayed.

2. Choose Edit in the Actions menu of the screening report to modify and select the

Edit option to use:Modify the schedule or the criteria or the subscription to the report. ■ Edit schedule : used to change the scheduling criteria for the job. After clicking, the Edit Recurring Report Schedule Page is displayed. Change any schedule details and click Submit Update when done. ■ Edit criteria : used to change the criteria used for screening. After clicking, the Screen for Topic Page is displayed. Choose the new criteria for screening and click Submit Update. Scheduled Tasks 9-3 ■ Edit subscription : if the user is subscribed to the report, that subscription can be changed to include other users or a group of users. Choose the new users and click OK when done.

9.2.3 Viewing Recurring Screening Report History