Jobs that can be scheduled to automate processes – Lumary

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.

Find out how to schedule a job to automate a business process.

These jobs can be used to create and/or update:

Beds Calendar bed allocations
carts
client summary PDFs
service agreements
service delivered (SD) records, and
sessions and shifts.

The exact time that scheduled jobs start may depend on the amount of other activity in the job queue.

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: Based on their start and end dates, the job updates the status of bed allocations. For example, if the status is Current and the bed allocation has passed its end date, the status is set to Complete. The job also checks any planned services attached to the bed allocation and creates SD records. This job also takes into account whether the Billing Method is set to Pre-charge or Post-charge to calculate the appropriate charges.
Carts	ScheduledServiceDeliveredInvoice	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.
Carts	InvoiceGenerateSchedule	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.
Service agreements	ScheduledServiceAgreementExpire	This job checks all service agreement end dates. If that date is today or earlier, the service agreement is set to Expired. We recommend running this job at 11 pm.
Service delivered (SD) records	ScheduledServiceDeliveryFundingSchedule	This job checks for service agreement items where the Auto-generate Service Delivered Records checkbox is ticked. If it is, an SD record is created based on settings on the item's recurrences panel.
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. By default, there is no delay between the scheduled end date and time and a session's inclusion in the job. System administrators can use Lumary Settings to set a minimum delay.

Articles in this section

Related articles