Path: Admin > Batch Management
Click the Project Task Generation link on the Identity Tab. Enter the Start At date and time in the first field on the Batch Job Entry window. This is the date and time you want the batch generation to take place. Batch jobs are only generated at a time in the future. If you want to generate the job immediately, be sure to set the time a few minutes ahead to allow completion of all Batch Job Entry windows.
Use the Subtabs on this window to enter additional information such as the e-mail addresses of people who need to know when the batch job runs.
If you want WebTMA to generate project task work orders at specified intervals, click the Recurring Batch Job check box and establish the frequency interval such as every 7 days.
With the Manual Selection radio button on the next window, you have the option to review the list of work orders and remove any undesired lines before generating the work orders. However, WebTMA does not honor manual selection if you use the recurring feature.
Click the Next button on the Batch Job Entry window.
The Days Forward field indicates the number of days in advance to generate the project task work orders — typically this is 7 to 14 days from the Estimated Start date on the project Task Entry window.
If you include a Repair Center selection, the same code must be on the project Task Entry window to trigger a work order.
Since a Due Date is needed for the work order, you can mark the check box here and use the Estimated End date on the project Task Entry window or leave the box blank and WebTMA will calculate a date based on the contents of the Priority field on the Project / Identity Tab.
If you use Manual Selection, a third Batch Job Entry window opens with a list of the possible work orders to generate. Click the check boxes of line items you want to remove before you click the Finish button.