Using out-of-the-box scheduled tasks

Quick Tutorial

To use an out-of-the-box scheduled task, you must perform the following:

  1. Copy the communication template and make changes. At minimum, the header and footer content should be updated to no longer include iMIS and ASI related content. It is suggested that the body content is also updated to include messaging that is unique to your association.
  2. (optional) Copy the tasks’ recipient data source queries and make desired changes.
  3. Update the scheduled task to use your versions of the queries and/or communication templates.
  4. Enable the scheduled task.

Updating the communication template

If the scheduled task sends a communication, you must update the communication template so that the iMIS and ASI branding are no longer used in the template. See Customizing the out-of-the-box templates.

Updating the recipient data source queries

If you need to change the recipient query used to determine who will receive a communication, do the following:

  1. Go to the scheduled task for edit.
  2. (Actions tab) Click the edit icon to determine the name of the Recipient data source query.

  3. Go to RiSE > Intelligent Query Architect.
  4. Go to the query folder’s location.
  5. Copy and Paste the data source query.

  6. Modify the query as needed. See Finding and editing existing queries.

    7. Note: When modifying the query, there are a few requirements to keep in mind. See Creating recipient queries for communications.

  7. Save the recipient data source query used by the task.

Updating and enabling the scheduled task

Do the following to update the scheduled task with the new communication template and data source query:

  1. Go to RiSE > Process automation.
  2. Search for the scheduled task, then open it for edit.
  3. (Triggers tab) Review the schedule of the included trigger, and modify it if needed by clicking the edit icon. If the trigger is not enabled, be sure to enable it and Save.

  4. (Actions tab) From the out-of-the-box action defined, click the edit icon:
    1. Remove the currently selected Communication.
    2. Select the communication you copied and updated.

    3. Click OK, then click Save.
  1. To activate the task, select Enabled.
  2. Save the task.

Understanding the system tasks that run each night

Several out-of-the-box system tasks run each night at various times automatically to help maintain iMIS. A record of these system tasks can be found by going to RiSE > Process automation > Logs tab.

The following system tasks run each night:

  • ConsumableToken (Batches) Cleanup – Daily – Runs the dbo.asi_CleanupConsumableTokens stored procedure to delete or remove any ConsumableTokenBatches and their ConsumableTokens that have expired.
  • Update subscription records - Updates subscriptions records nightly, including setting the status to Inactive if the Cancelled as of date has passed.
  • Refresh Dynamic Groups – Daily - Refreshes all groups based on IQA queries that are scheduled to update daily.
  • Cleanup old Dues Import packages - Deletes completed Dues Import packages that are more than 30 days old.
  • Queue Embargoed Content - Checks for content items whose publication has been delayed and adds them to the publish queue if their publish date has passed.
  • Synchronise Group Detail - Updates the Group Member's status to Active or Inactive.
  • Task Log Cleanup - Runs daily to delete task logs older than a month. Failed task logs are deleted after three months. This interval is configurable.