How to Add, Activate and Authorise Daily Automation in an Action
Add the Daily Automation to an Action
Open the Action Library
1: From the menu, click Admin.
2: From the drop down list, select Action Library - the Action library window will open.
Select the Action
1: Click the action to edit.
2: From the menu, click Edit - the Edit Action window will open.
Tick the Checkboxes
1: Tick the Included in Auto Print/Email Job Filter checkbox.
2: Tick the Included in Daily Automation checkbox.
3: Click OK to save the details and close the window.
Activate the Daily Automation
Open the Config
1: From the menu, click Admin.
2: From the drop down list, select Config - the Config window will open.
Change the Setting
1: Click the General tab - the General tab opens.
2: Click the Enable Automation Schedule tickbox.
3: Click OK to save the data and close the window.
NOTE: The software needs to be closed and re-opened to activate this.
Create the Schedule
1: From the menu, click Admin.
2: From the drop down list, select Automation Schedule - The Automation Schedule opens.
1: Select the times and interval you want the Actions to run at.
2: Click OK to save the data and close the window.
Authorise the Daily Automation
Set the User Permission
1: From the menu, click Admin.
2: From the drop down list, select Users - the Users window will open.
Select User to Edit
1: Select the user to edit.
2: Click Edit - the Edit User window will open.
Set the Permission
1: Click the Permissions tab - the Permissions window opens.
2: Tick the Automate Actions checkbox to make Daily Automation visible or off to de-authorise it.
3: Click OK to save the settings and close the window.
After changing permission settings for a user, the user will need to log out and log back in again for the change to take effect.
Daily Automation Select
1: When permissions are set correctly, the Daily Automation checkbox is visible or not visible depending on requirement.
When an authorised user ticks the daily automation checkbox, any task set for Daily Automation will be run.
Note: The actions will only run according to the schedule if the automation checkbox is ticked.

Devorah Ravitz
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