Process Activities

This option allows you to schedule the automatic processing of activities for each agency and to specify the default settings used to process activities. Processing activities executes the follow-up actions defined in activity detail. For instructions on manually processing activities, see Manually Process Activities.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Activity on the navigation panel or Areas > Activity on the menubar.
3. Click Process Activities on the navigation panel.
4. A list of agency-branch combinations displays in the list. Click on the agency-branch for which you want to schedule a time to process activities.

Note: For instructions on adding or editing an agency, see Agency Configuration.

5. Do one of the following:
   • Click the Edit button.
   • Press [Enter] on your keyboard.
   • Double click on the agency.
6. In the Schedule section, make a selection in the Process activities dropdown menu.
   
   • Daily
     If you choose Daily, enter a time in the at field.
   • Every Weekday
     If you choose Every Weekday, enter a time in the at field.
   • Manually Process Activities
   • Weekly
     If you choose Weekly, select a day of the week in the on dropdown menu and enter a time in the at field.
7.  

   In the Distribution Manager Alternates section, select the Queue printed items checkbox if you want to queue items to be printed in the Print Queue area rather than sending them to a printer immediately. To print the items immediately rather than queuing them, select a Printer from the dropdown menu.

8.  

   The Fax field determines the fax number that displays as the From number that recipients see. The fax number entered in Branch Configuration defaults in the Fax field. Enter a different Fax number if necessary or if the field is blank.

9.  

   Error reports will be sent to all recipients listed in the Error Report section:
   

   •  Add a Recipient
     1. Click the Add button to the left of the Recipients list.
     2. In the Available Recipients popup window, enter the Employee name.
        
        To look up an employee, click the lookup button to the right of the field. Click the Name or Employee code radio button. Enter at least one letter of the name or code and click Locate. Click on the name of the desired employee and click Finish or press [Enter].
     3. In the Delivery Options section, select a Printer if applicable.
     4. Enter an Email address if applicable, or select an email address from the dropdown menu. If you enter an email address, make a selection in the Attach as dropdown menu.
     5. Enter a Fax # if applicable, or select a number from the dropdown menu.
     6. Click Add to add this employee to the Recipients list and immediately add a second employee.
        
        Click Finish to add this employee to the Recipients list without adding additional employees.
        
        Click Cancel to close the window without adding the employee to the Recipients list.
   •  Edit a Recipient
     1. Click the Employee in the list.
     2. Click the Edit button to the left of the list.
     3. In the Available Recipients pop-up window, make changes to the Printer, Email, Attach as, and Fax # fields as necessary.
     4. Click Finish to save your changes.

     Click Cancel to close the window without saving your changes.

   •  Delete a Recipient
     1. Click the Employee in the list.
     2. Click the Delete button to the left of the list.
10. Enter the desired number of error logs in the Retain last ___ error log(s) field.
11. Click Finish to save your changes.
    
    Click Cancel if you do not want to save your changes. You are prompted, "Do you wish to disregard changes?" Click Yes.