Scheduling Recipient Delivery Methods

Each output method for a recipient must be scheduled.

  1. To schedule a recipient output method, select or create a recipient, click the add button on the delivery tab of the Routing List Recipient window.
  2. Select the appropriate output method from the drop down list to open the corresponding dialog screen.
  3. Next, click Schedule to open the Schedule dialog screen and define the delivery schedule for the output method.
  4. Click on the appropriate link below for detailed instructions on configuring the different schedule options. The controls on the screen will change based on what option is selected.

System DefaultSystem Default

By default the Recurrence pattern is set to System. There is nothing further to configure for this schedule.

The System Default schedule uses the configured output method schedule as defined in Service Monitor.

  1. From the Manage drop down menu, click Service Monitor > DocLink Output Manager > Management > Service Configuration.
  2. Select the desired output method to configure its delivery schedule.
  3. Next, click on the desired output method to configure its delivery schedule. Any configuration other than System, at the recipient level, will override the settings in Service Monitor.


ImmediateImmediate

To schedule distribution to occur immediately, select the Immediately option. There is nothing further to configure for this option.


DailyDaily

To schedule distribution to occur once a day, select the Daily option.

  1. Select the Every radio button to specify the frequency that the daily distribution should occur every ## days, hours, or minutes. Enter the value in the box provided.
  2. Choose Every weekday to set the frequency for each day of the week M-F.
  3. Click the down-arrow on the Beginning on field. A calendar control will be displayed. Select the date on which the distribution should start.
  4. Click on the time link to bring up a dialog to Specify the start time for this schedule. Use the up and down arrows to select the time, or click in the box to manually enter the hours, minutes, and either AM or PM.


WeeklyWeekly

To schedule distribution to occur on a weekly basis, select the Weekly option.

  1. Select the Recur every radio button to specify the frequency that the weekly distribution should occur every ## weeks. Enter the value in the box provided.
  2. Choose the days of the week you want added to the schedule by clicking in the appropriate check box. To quickly select/deselect all days, click on the plus or minus buttons, respectively.
  3. Click the calendar icon in the Beginning on field. A calendar control will be displayed. Select the date on which the distribution should start. Or, click on the date to manually enter the date to begin the schedule.
  4. Click on the time link to bring up a dialog to Specify the start time for this schedule. Use the up and down arrows to select the time, or click in the box to manually enter the hours, minutes, and either AM or PM.


MonthlyMonthly

To schedule distribution to occur on a monthly basis, select the Monthly option.

  1. Select the Day radio button and enter the day of the month this schedule will be run in the box provided.

    -OR-

  2. Select the The radio button to choose the specific day of the month you want this schedule to run.
  3. Choose the months you want added to the schedule by clicking in the appropriate check box. To quickly select/deselect all months, click on the plus or minus buttons, respectively.
  4. Click on the time link to bring up a dialog to Specify the start time for this schedule. Use the up and down arrows to select the time, or click in the box to manually enter the hours, minutes, and either AM or PM.