Creating scheduled and audited jobs

GuardiumĀ® Insights allows you to schedule reports and set up auditing processes for those reports. In addition, you can schedule import and export jobs using audits, provided you have set up integrations for importing and exporting data.

Before you begin

To open the settings menu, select Settings (main menu). After opening the settings menu, choose Scheduled and audited jobs.

About this task

The Scheduled and audited jobs page lists all of the jobs and audits that have been created - and it allows you to create new jobs and audits. It also offers actions that allow you to generate audit logs and see audit results.
Important: When creating jobs related to importing and exporting data, you must first create an integration for importing and exporting data.

Procedure

  1. To create a new job, click New scheduled job.
  2. The Audit process and tasks page allows you to create the tasks that constitute the job. In addition, you can optionally set a recipients for the tasks (people who will close the tasks when they are complete).
    1. You must add at least one task to the job. Choose the Task type.
    2. If you select Run report as the task type, select the Report name that will be run for the task and then select the time frame for which data should be collected for the report:
      • Synchronize with previous run (this is the default value)
      • Last 3 hours
      • Last 24 hours
      • Last 7 days
      • Last 30 days
    3. If you select Import data as the task type (this assumes that you have already created an integration for importing data), select the Integration name that you want to use for importing data and then choose the Mapping name (the folder that contains the imported files - this is defined in the integration).
    4. If desired, set a recipient for the job. If the recipient is a person, the person will receive an audit for the job. Select the Recipient type.
    5. If you select Send notification to users or roles as the recipient type, you can then select a user (or users) to assign the audit to - or choose a role (or roles) as an owner (in which case anyone who is assigned that role will be able to complete the audit). You can also provide instructions to the user recipients in the optional Instructions field.
    6. If you have created an integration for exporting data, you can select it as a recipient of the job. For example, if you have created an SFTP integration, you will be able to select Export CSV file over SFTP as the recipient. When you select an integration as the recipient, ensure that the correct Integration name is selected and then choose the Mapping name (the folder that will contain the exported files - this is defined in the integration).
    7. If you have created distribution lists, you can set them to be the recipient. Select Distribution rule and then select the checkbox next to one or more distribution rules to add as recipient.
      Note: The list of distribution lists only includes those that are conditional upon data points that are in the report that you choose for the audit job.
    8. To add additional recipients, click Add another recipient type and the fields as you did when adding the first recipient.
    9. To add additional tasks, click Add another task and complete the fields as you did for the first task.
    10. When you are done adding tasks, click Next.
  3. Use the Schedule page to specify when the job should run:
    1. Use the Select schedule timezone menu to choose the schedule's timezone.
    2. Select a Start date for the schedule.
    3. Choose how often the report should run:
      • In hours: To run the report hourly, select Hour or Hours and choose the number of hours to wait before running the report again. Then select the hours during the day to run the report by selecting the start hour in the From field and then the end hour in the Until field (these times use the 24-hour clock).
      • In days: Select Day or Days and then select the number of days to wait before running the report again and select the time (using the 24-hour clock) during the day to run the report.
      • To run the report on a weekly schedule, select Week and then specify the time to run the report and the day or days on which to run the report.
      • To run the report on a monthly schedule, select Month and then specify the time to run the report. You can set the report to run Every month - or you can select specific months to run the report. You can also specify which day in the month to run the report.
    4. Select an end date for the schedule - or, if you want the schedule to run permanently, select the Never radio button.
    5. Click Next.
  4. Use the Other details page to provide general information about the job:
    1. Required: Provide a unique Name for the job so you can distinguish it from other jobs.
    2. If desired, add a Description for the job.
    3. If you have added multiple tasks as part of the job, you may want to assign an owner to oversee all tasks. In this case, use the Audit owner field to select an owner. This person will sign off on the audit when it is complete.
    4. Click Next.
  5. The Publish page provides a summary of the job settings that you specified - and it allows you to set the job to Active or Inactive. If you set the job to Active, it will begin when you click Finish. If you set it to Inactive, you can save the job settings - and then set it to active later on.
  6. Click Finish to create the audit.

What to do next

After you have created an audit, you can perform these actions:
  • Use the Audit status column to set the slider to Active (enabled) or Inactive (disabled).
  • If you select the checkbox next to one or more audits, the banner that opens allows you to enable or disable all selected audits - or to delete them altogether.
  • These actions are available in the menu for each audit:
    • Edit: Choose this to modify the audit settings.
    • Roles: If you select this, you can choose all roles that will have access to view the audit settings.
      Note: This affects the audit settings only, and not the audit results.
    • Enable/Disable: Choose this to enable or disable the audit.
    • Run once now: When creating the audit, you may have set it up to run at a future time. If you want to run it once now, select this menu item.
    • Related audit results: Select this to open the Audit results page.
    • Generate audit log: Select this to generate a log for the audit - so you can see its current review status. Choosing this takes you to the Audit results page.
    • Delete: Choose this to delete the audit.