The system performs a set of scheduled tasks on a regular basis. The following tasks are performed:<\/span><\/p>\n This scheduled task is used for automatic deletion of user accounts being inactive for more than 30 days. In the result of execution of this task, the following actions are performed:<\/span><\/p>\n The task is performed sequentially in the following order:<\/span><\/p>\n Frequency: every day (at night)<\/span><\/p>\n This scheduled task is used for the automatic sending of the Inbox ToDo tasks by email to all active users in the system. The system finds all the ToDo tasks that are due as of the current date or that are overdue, and includes them into the email with ToDo tasks. The system includes the subject of a ToDo task, its date and link to the task in the Inbox.<\/span><\/p>\n The task is performed sequentially in the following order:<\/span><\/p>\n Frequency: every day (at night)<\/span><\/p>\n This scheduled task checks transactions and blocks the Office if any overdue payment is detected. The system fetches all Master Zones from a specific region and checks all the active offices of the Franchisee type for overdue payments. If any overdue payment is found, the system sets the office status as \u2018Blocked\u2019. The system also sends the Office Blocked email.<\/span><\/p>\n This email is sent to the following recipients:<\/span><\/p>\n Frequency: every day (at night)<\/span><\/p>\n This scheduled task generates ToDo tasks for contacts of Supplier\/Creditor type and the Sub-Contractor type with expired documents for legal work or documents that approach the expiration date. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n The system checks whether contacts of the Creditor\/Supplier type have any of the following legal documents with the expiration date within the next 14 days or already expired:<\/span><\/p>\n The system generates ToDo tasks for each contact attribute which already expired or which approaches the expiration date. ToDo tasks are added to Inbox.<\/span><\/p>\n Frequency: every day<\/span><\/p>\n This scheduled task finalizes Jobs that have been already completed or handed over within the time period exceeding the number of months specified in the System Variables.. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n The system sends an email with the report on finalized Jobs.<\/span><\/p>\n The task performs the following:<\/span><\/p>\n The system also collects all the finalized Jobs and sets them as Not Proceeding Jobs. Additionally, the task sends the report on these jobs within an email to the general email box of the Office and to the Email recipients specified on the Master and Corporate levels.<\/span><\/p>\n Frequency: every Friday<\/span><\/p>\n This scheduled task generates a PDF report on all the Jobs with the Slab Date within the reporting month. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n The system collects all the Jobs that meet any of the following criteria:<\/span><\/p>\n Once the system collects all the Jobs and groups them per Office, it creates separate PDF files with the Monthly Slab\/Initial Cost Draw Report for each Office. Then the task sends it by email to the general email box of the Office and to the email recipients on the Master and Corporate levels.<\/span><\/p>\n Frequency: every 1st day of the month<\/span><\/p>\n This scheduled task generates the Monthly Sales Report on Jobs with the specified Sale Date and Council Approved Date. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n The task looks up for all Jobs which Sale Date or Council Approved Date falls into the previous month period. Then the task groups the found Jobs against the office they attribute to and generates a separate PDF report per each office. Then the task sends them by email to the general email box of the Office and to the email recipients on the Master and Corporate levels.<\/span><\/p>\n Frequency: every 7th day of the month<\/span><\/p>\n This scheduled task collects all Jobs (including finalized Jobs) of the specific office and generates a PDF report. Then the task sends them by email to the general email box of the Office and to the email recipients on the Master and Corporate levels. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n Frequency: every 1st day of the month<\/span><\/p>\n This scheduled task collects all Jobs (skipping Finalized Jobs) with the specified Handover Date that fall into the reporting period or Jobs that are identified as Due for Handover (having the Completion Date specified but with no Handover Date) and generates a PDF report. Then the task sends it by email to the general email box of the Office and to the email recipients on the Master and Corporate levels.<\/span><\/p>\n This task is performed sequentially for each office in the Active or Blocked state. The task creates a separate report per each office. The report is generated for the previous month.<\/span><\/p>\n Frequency: every 3rd day of month<\/span><\/p>\n This scheduled task collects all Job Schedule End Dates for all Jobs being in the construction state within the reporting period.<\/span><\/p>\n This task is performed sequentially for each office in the Active or Blocked state. The task collects all Jobs per each office which meet any of the following criteria:<\/span><\/p>\n The report aggregates Job Schedule End Dates for all Jobs being In the Construction and in breakdown by week for the reporting period. Then the task sends it by email to the general email box of the Office and to the email recipients on the Master and Corporate levels.<\/span><\/p>\n Frequency: every Thursday<\/span><\/p>\n This scheduled task collects and shows the progress on each Job on weekly basis. The generated PDF document is sent to the email recipients on the Master and Corporate levels.<\/span><\/p>\n This task is performed sequentially for each office in the Active or Blocked state. The task creates a separate report per each office. The system generates the report on Jobs that match the following criteria:<\/span><\/p>\n Frequency: every Friday \/ every last day of the month<\/span><\/p>\n This scheduled task is gathering data for calculating the average cost of House Plan Estimates per Office. The calculated average cost of House Plan Estimates is further shown in the dashboard widget.<\/span><\/p>\n This task is performed sequentially for each office in the Active or Blocked state. The task creates a separate report per each office on the first day of every month.<\/span><\/p>\n The system pulls all active House Plans that are not used for Quick Quotes and for Sales Estimates. Then the system calculates the average cost of the found House Plans per office.<\/span><\/p>\n Frequency: every 1st day of the month<\/span><\/p>\n This scheduled task is used for replicating the current database stand to the Sandbox stand. This task is performed sequentially for each office in the Active or Blocked state. This task replicates the database dump of the Business Portal per each region and database of the Jasper Reporting Service database.<\/span><\/p>\n Frequency: every week (during the week-end)<\/span><\/p>\n This scheduled task accepts pending Purchase Orders on the delivery date. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n This task finds all the Job Orders in the Pending status and additionally checks the following criteria:<\/span><\/p>\n The task sets the Accepted status to all the found Purchase Orders.<\/span><\/p>\n Frequency: every day (at night)<\/span><\/p>\n This scheduled task sends the Contracts manager Updates to intranet. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n The system looks up for Jobs that were updated or created since the last synchronization. The system generates the XML file and publishes the Contracts Manager to the intranet. Additionally, the system requests generation of Monthly Contracts Manager Report in Jasper Reports system. Then the task sends it by email to the email recipients on the Master and Corporate levels.<\/span><\/p>\n Frequency: <\/span><\/p>\n This scheduled task checks that the Available Builder\u2019s Insurance amounts are less than 10% of the insured amounts and sends an email with a PDF report with the reporting data to the email recipients on the Master and Corporate levels. This task is performed sequentially for each office in the Active or Blocked state.<\/span><\/p>\n If the 12 Month Fixed Date policy reporting period is used, this task checks any of the following points:<\/span><\/p>\n If the 12 Month Rolling Date policy reporting period is used, this task checks that the Available Annual Aggregate Amount is less or equal to 10% of the Annual Aggregate Amount (excluding GST).<\/span><\/p>\n The system generates the report on each office. Depending on the reporting method, the system requests generation of the Builder\u2019s Insurance Report or Builder\u2019s 12 Month Rolling Insurance Report. The system sends an email with the attached report by email.<\/span><\/p>\n Frequency: every Friday<\/span><\/p>\n\n
Delete ‘Inactive’ Users<\/b><\/h2>\n
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Send ToDo List daily<\/b><\/h2>\n
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Check PayPal overdue payment<\/b><\/h2>\n
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Sub-contractor warnings<\/b><\/h2>\n
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Finalize Jobs<\/b><\/h2>\n
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Monthly Slab Report<\/b><\/h2>\n
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Monthly Sales Report<\/b><\/h2>\n
Job List Report<\/b><\/h2>\n
Job Handover Report (Monthly)<\/b><\/h2>\n
Job Scheduled Handover Date<\/b><\/h2>\n
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Supervisor\u2019s Weekly Progress<\/b><\/h2>\n
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Calculate Average Cost of House Plan Estimates per month<\/b><\/h2>\n
Perform current DB replication to Sandbox<\/b><\/h2>\n
Automatic acceptance of Purchase Orders<\/b><\/h2>\n
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Contracts Manager Update<\/b><\/h2>\n
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Builders Insurance Threshold<\/b><\/h2>\n
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