Auto Finalize Task Type Example

This task requires System Access to the Task Manager in Setup > System.

Use the Auto-Finalize Task Type job to automatically ‘check’ and create Roster records in the past. This task turns projected records (not checked) into actual records (checked). Finalize locks Roster records in place and can only be modified by authorized personnel. Important: Never Finalize a future date, doing so will lock the Roster and may interfere with general staffing processes and scheduled automation.

Note:
Only checked records display in reports.
  1. Go to: System > Task Manager
  2. Click Add
  3. In Name, label your job. Use the description area to enter additional information if needed.
  4. Leave remaining and default settings as is.
  5. Click the Task tab to create a task.
  6. In Name, label your task.
  7. In Task Type, select Auto-Finalize to create records and lock the Roster for the target period, the selected Shift(s), and Battalion(s).
  8. In From and Through use Dynamic Dates to target a date range in the past (case sensitive). Some examples below:

    • To target the 2nd day in the past, in From type: TODAY-2DAYS and in Through type: TODAY-2DAYS

    • To target the previous three days, in From type: TODAY-3DAYS and in Through type: TODAY-1DAY

    • To target yesterday’s date, in From type: TODAY-1DAY and in Through type: TODAY-1DAY

    • To target the past14 days, in From type: TODAY-14DAYS and in Through type: TODAY
  9. Leave the remaining and default settings as is.
  10. Optional -click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.
  11. Click Save.
Parent topic: Task Manager