Steering Calendar Properties
A steering calender includes the following parameters:
Steering Calendar Type
The Steering Calendar Type determines the type of steering calendar. HOPEX provides you with the following steering calendar types:
action plan
control
key indicator
recommendation
You can create new steering calendar types.
Scheduler Configuration
The Scheduler Configuration is described by a macro. This macro enables to retrieve:
the current object
the steering dates
the scheduling
the recording of triggers
HOPEX delivers the following macros:
"Steering Calendar - Parameterization Scheduler" (default value)
Macro to be used for action plans or a recommendations.
"Internal control - Execution Campaign Scheduler Parameterization"
Macro to be used for controls.
You can create your own macro to customize your scheduler.
Reminder
The Reminder is described by a macro. This macro details what to do when the job is triggered
MEGA delivers the following macros:
"Steering Calendar - Emailing Scheduler Job" (default value)
An email is sent to the person.
Use case examples: action plans or recommendations.
"Internal control - Execution Campaign Scheduler Job"
Use case example: controls.
Steering Date
A steering date enables the scheduler parameterization: specification of date repeat, start and end date. It also enables specification of the message and/or the notification to be sent (initial, remind or last date).
A steering date is defined by:
its Name
its type (Date Type):
"Initial": defines the start of the job (i.e.: action plan, control, etc.)
"Remind": enables to remind the person responsible for a job to complete the job or to report on the job status.
"Last": defines the end of the job (i.e.: action plan, control, etc.)
a Notification (optional)
an Email Message (optional)
Scheduling
For detailed information regarding the date configuration (e.g.: reference date, absolute date, date recurrence) see HOPEX Power Studio > Using the Scheduler.
*Note that time is defined in UTC format, which means that daylight saving time is not considered.