Home > Administration > Manage > Scheduled Events > Scheduled Events

Page Description

Use the Scheduled Events page to view upcoming data browser and collection list events.

For more help, click one of the following links:

• Accessing this Page
• Viewing or Adding Scheduled Events
• Searching for an Event

Accessing this Page

• Click the Administration menu button, click the Manage button, and then click the Scheduled Events submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Basic Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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1. The Scheduled Events page contains a list of up to twenty events. If the list is longer than one page, use the Page links, located below the list of events, to navigate through the list. Copia displays how many events you're viewing in the Displaying __ of __ Events fields.
2. To modify the number of events on the page, adjust the value of the Displaying __ of __ Events field. Copia defaults to 10 per page, and displays the total number of items based on your search.
3. To view active events only, select the Show active only checkbox at the top of the Scheduled Events page. You set the inactive/active status in the Data Browser Details section of the Data Browsers details page. See the Admin: Data Browsers topic.
4. To narrow the list of displayed events, or to find a specific event, use the Search option. Click the List option to return to the full list of events. See "Searching for an Event" below.
5. Select an option from the Show ___ Events drop-down field to narrow the list to either a particular type of event or to all events.
6. Each event is listed with its Name, Description, Event Type, Next Scheduled Event, Last Run Date, and Active status.
7. Click the Next Scheduled Event or Last Run Date column headers to sort the list of events by the selected column. Each time you click a column header, Copia changes the sort to either ascending or descending order, as indicated by the sort arrow.
8. Click the Add button to create a new event. The Add Scheduled Event pop-up appears, allowing you to choose the type of event you wish to create. Make a selection, or click Cancel to return to the Scheduled Events page.
• Admin Report - Billing Summary: This will enable users to send billing summary reports as a scheduled event.
• Admin Report - Standing Orders: This will enable users to send standing order reports as a scheduled event.
• Admin Report - Utilization: This will enable users to send utilization reports as a scheduled event.
• Collection List: Click this button to create a new collection list using the Edit Collection List page. See the Admin: Edit Collection List topic.
• Client Services Data Browser Report: This will enable users to send Client Services data browser reports as a scheduled event.
• External Report: This will enable users to send SSRS reports to selected delivery methods on a schedule using preset data. The preset data will be selected values saved for the already existing External Report parameters; these values will be saved and used with the SSRS report.
• Patient Data Browser Report: Click this button to create a new data browser report using the Data Browsers administration page. See the Admin: Data Browsers topic.
• Query Results: This will enable users to send query results as a scheduled event.
• Release Samples: This will enable users to send released samples as a scheduled event.
9. Click the Refresh button to update the list of events with any that have been added or modified.

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1. Select the Search option to search by event name. Enter one or more characters in the Search field and click the Search button to view a list of all events that match your search. Note that Copia searches for embedded text as well as starting characters.
2. If your search generates one or more matches, the matching events are displayed when the page refreshes.
3. If no search results are found or if the desired event is not found, search again, or you may create a new event by clicking the Add button. See "Viewing or Adding Scheduled Events" above.
4. Click the List option to view the full list of events. See "Viewing or Adding Scheduled Events" above.

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