This article provides a list of jobs that can be scheduled to automate key business processes.
Lumary has several jobs that can be scheduled for automation. This enables you to:
- process multiple records or perform multiple actions automatically, and
- run bulk processes at off-peak times to avoid affecting your system's performance.
These jobs can be used to create and/or update:
- Beds Calendar bed allocations
- client summary PDFs
- service agreements
- service delivered (SD) records, and
- sessions and shifts.
|What gets modified?||Job||Details|
|Beds Calendar and service delivered (SD) records||ScheduledBatchJobs||
This job applies two processes to bed allocations on the Beds Calendar:
This job checks the Funding Management settings on service agreements for non-NDIA funded SD records that have not already been added to a cart. The records are then added to a new cart or an existing cart if one is already available.
This job creates invoices for all carts with a status of Pending. It also sets the status of the cart to Waiting Payment and locks the cart to prevent any more SD records from being added.
Generating invoices requires the integration of a document engine like Formstack or Conga.
|Client summary PDFs||ScheduledUpdateClientSummaries||
This job checks client contact records for changes and applies them to the Client Summary PDF.
This job checks all service agreement end dates. If that date is yesterday, the service agreement is set to Expired.
We recommend running this job as early in the day as possible and before other jobs to avoid creating SD records for agreements that should be expired.
|Service delivered (SD) records||ScheduledServiceDeliveryFundingSchedule||
This job checks for service agreement items where the Schedule Service Delivery Items checkbox is ticked. If it is, an SD record is created based on the item's Funding Schedule settings.
|Sessions and shifts||ScheduledSessionsAutoComplete||
This job checks for sessions where the current time has passed the scheduled end date and time of the session and sets those sessions to Complete.
It also checks for any shifts attached to the session and, if the current time has passed the scheduled end date and time of the shift, the status of the shift is set to Complete.
The scheduled start and end times will be used to calculate the duration of the session and the shift.