Scheduling data capture requests

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Data capture issues can be scheduled to automatically request manual data capture to meet your regular reporting obligations.

Before you begin

Your system administrator must assign a notification contact to an account location. Each location can have a single assignee for data capture issues. For more information, see the Setting up notification contacts topic.

About this task

You can schedule the creation of data capture requests. Data capture issues are created for each account, and email notifications are sent on a recurring basis based on the scheduled dates and frequency. You can also send ad-hoc data capture requests. For more information, see the Sending ad-hoc data capture requests topic.

In the Data Capture form, you can browse to select one or more accounts to associate with the request. The location name is displayed beneath each account. Locations in red indicate that no assignee is created for data capture issues at this location. Any data capture issues that are created for these accounts are assigned to the system user.

Note: Known issue: An error might occur if you open a Request Data Capture form for 400 or more accounts. As a workaround, you can open the form for a single account and then add other accounts within the form.

Procedure

  1. From the main menu, click Manage > Accounts to open the Accounts grid.
  2. Locate one or more accounts in the Accounts grid and select them.
  3. From the pop-up menu, click Request Data Capture.
  4. In the Request Data Capture form, provide the request details.
    1. Enter the summary text that will appear in the title of the issues.
    2. Add a description.
    3. Select one or more accounts. If you select multiple accounts, click Confirm.
    4. Set the schedule frequency to monthly, quarterly, half yearly, and yearly.
    5. Set the schedule start and end date. If there is no specified end date, select Indefinitely.
    6. Set the date range for the data capture.
    7. Enter the due date for the response. For scheduled issues, the due date is the number of weeks from the issue creation date.
    8. Preview the schedule details.
  5. Click Create.

Results

Issues are created for each account based on the schedule, and a consolidated email notification is sent to the assignee at each location when the issues are created.