How an Execution Campaign Works
Control Execution Periodicity
An execution campaign groups several execution sessions.
An execution session groups a set of controls to be executed on the same date.
Execution sessions are created in parallel for each steering calendar type identified.
For example:
a session is created each week if a weekly steering calendar has been specified on certain controls
a session is started each day if a daily steering calendar has been specified on others controls
Controls are therefore grouped in each session according to the steering calendar to which they have been connected. See Defining Steering Calendars on Controls.
See also: Examples of Session Automatic Launch.
Examples of Session Automatic Launch
Execution sessions are launched according to the following information:
• begin and end dates of the execution campaign
• begin/end dates and recurrences specified on the steering calendar of the controls
For more details on steering calendars, see Defining Steering Calendars on Controls.When a due date is reached, HOPEX checks:
• that the campaign has not been closed manually
• that the campaign end date is not expired
If both conditions are met, the next session is scheduled.
Example 1
If the begin date specified on the steering calendar is later than the campaign end date, controls are not executed.
Example 2
On the steering date it is specified that execution is scheduled everyday at 6am.
The campaign is created and the transition is triggered at 10am.
If the check box Execute at start date/hour is not selected, the campaign is launched on the morrow at 6am.
If the check box is selected, a message indicates scheduling in the past is not possible. Example 3
The check box Execute at start date/hour is selected.
On the execution campaign, the date of the first scheduled execution is later than today's date (campaign start date).
In that case, the campaign start date corresponds to the launching of the assessment session.
Consulting Execution Campaign Schedule
To consult dates of the next execution of a campaign in progress:
1. In the navigation menu, select Execution > Campaigns.
2. Open the properties of the execution campaign and select the Gantt page.
The list of timespots defined by the steering calendar appears.
To display the properties of the execution session from the Gantt chart:
Right-click the execution session and select Properties.The End Date indicated on the campaign defines the effective end of the campaign. For more details on sessions actually launched, see Examples of Session Automatic Launch.
The dates indicated correspond to the scheduled jobs. A new session is created at each job execution. The previous session is closed.Defining Reminders
The execution campaign manager can define reminders, which consists in sending respondents e-mails after sending and/or before closing of the check-list.
Modifying reminders provided as standard
Some reminders are provided as standard. You may modify the values specified.
To modify the reminders provided as standard:
1. In the navigation menu, select Execution > Campaigns.
2. Open the properties of the execution campaign.
3. In the Characteristics page, expand the Check-list Reminders and Early Closure Dates section.
4. For each steering calendar specify the following:
• Number of Days after check-list submission
• Number of Days before check-list closure
Every change in the reminder definition will be taken into account when the next execution session is launched.Deactivating reminders
To deactivate reminders:
Empty the cells of the reminder definition table.Closing Check-lists
You can choose to close check-lists of an execution campaign connected to a specific steering calendar.
This enables to avoid leaving check-lists open for too long (if campaigns are launched infrequently for example).
To do this:
1. In the navigation menu, select Execution > Campaigns.
2. Open the properties of the execution campaign.
3. In the Characteristics page, expand the Check-list Reminders and Early Closure Dates section.
4. In the row corresponding to the steering calendar, specify a value in the Close after (days).
If you specify 60 in this column, check-lists will be closed 60 days after the start af the execution session.