Jobs

In this area, you can manage jobs in the system (for example, printing, report generation, and Download). You can add or remove recipients for a scheduled report job in the Job Details area. If necessary, you can also re-send, cancel, or purge jobs.

Each job has a queue assigned to it. Queues are either created in Queue Configuration or by an automatic system queue like the Interface Queue, which is assigned to all interface jobs and cannot be modified. The number of concurrent jobs that can run for each queue is defined in Queue Configuration. For the Interface Queue, only one job is run at a time.

Use the filters to limit the jobs that display and create Filter Defaults to save time when you access this area. By default, 50 jobs display per page, but you can change this selection if you prefer. Use the pagination controls to navigate to a different page of jobs that meet your search criteria.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

To access Procedures from the Home screen, do one of the following:
- Click Procedures on the navigation panel.
- Click Areas > Procedures on the menubar.
- Click the down arrow next to Home on the options bar and select Procedures.

To access Procedures from any other area of the program, do one of the following:

- Click the down arrow to the right of the Home options bar button and select Procedures.
- Click Home > Procedures on the menubar.

Click Job Management on the navigation panel or Areas > Job Management on the menubar.
Click Jobs on the navigation panel.
The Jobs list initially loads Currently Active jobs, but you can also select Scheduled, Waiting/Ready, or Last 500 from the view filter. If necessary, enter search criteria to locate jobs.
Use the search bar to specify the jobs that you want to see. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ).
Selecting multiple criteria performs an "and" search (for example, jobs in a specific Queue with a specific Start Date).
1. Click the Edit Filter button .
2. The Edit Filter pop-up window displays. Click the Add button to add filters.
3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria. Click the Delete button to remove a filter from the list.
4. Click Finish when you have applied all of your filters.
  Hover over the Search where text to see the filter that is currently applied to the list.
To clear the currently applied filter (for the current session only) and start over, click the Clear filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
1. Make a selection in the first dropdown menu.
2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
  To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied an in gray when filters are cleared.
You can save your currently applied filters as Filter Defaults for jobs. Your filter defaults are unique to your user code and will not affect other users' saved defaults.
1. Click the Filter Defaults link label and select the Use as default checkbox on the Filter Defaults screen to save your selected filters as the default.
2. Click OK to apply the filter default.
  To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

You can do the following from here:

View/Hide Job Details

The Job Details pane displays additional information about the selected job, including the Queue assigned, Priority number, Steps, and Recipients (depending on the job's status).

Click the chevron in the Job Details pane to hide or expand it.
Edit Job Details
You can edit a job's Queue and/or Priority number from the Job Details pane if needed.
1. Select a job in the list.
2. Do one of the following:
3. Make changes to the job from the Job Details pane.
  To save your changes, click the Save button. For information on re-sending the edited job, see the Re-Send a Job section below.
Add a Recipient to a Scheduled Report Job
You can add additional recipients, or multiple delivery options for the same recipient, to a Scheduled report job from the Job Details pane. You cannot make changes to the recipients for jobs with any other status.

You must add each recipient and/or delivery option to each job separately. Once added, the recipient displays in the job’s Recipients list. If you add multiple delivery options for the same recipient, the recipient displays in the list once for each delivery option selected.
1. Select the scheduled report job from the list.
2. In the Recipients frame of the Job Details pane, click the Add button to open the Add Recipient window.
3. In the Add Recipient window, click the lookup button in the Recipient field.
4. In the Who to Contact window, select an Account type. You can enter a full or partial Lookup code (if known). Otherwise click the lookup button .
5. The Account Lookup window displays. Click the recipient in the list and then click Finish.
6. In the Who to Contact window, click Finish. The recipient you selected displays in the Recipient field of the Delivery Options frame in the Add Recipient window.
7. If Multilingual Reports is enabled in Regional Settings Configuration, you can change the Language in which to send the report if necessary. The Recipient's preferred language defaults.
8. Choose the Printer, Email, and/or Fax # to which the report will be sent.
9. If you send the report to an email address, choose the report format in the Attach as dropdown menu.
  Note: The Excel workbook option is included to allow you to extract the raw data and use the options available in Microsoft Excel to work with the data. Each row that was visible in the PDF version is visible in the Excel workbook. The main difference between the two is the layout. The advantage of the Excel workbook over the PDF version is that it allows you to sort the data using columns. For example, you can sort alphabetically by Account Name using the sort filter in Excel. This option also allows you to format the data any way you like.
  The report in Excel includes all the raw data needed to create the report, including items that do not display in the printed output (such as data items that exist in some conditional detail sections but not in others). It does not include any totals or calculations created from the raw data.
10. If you do not want your report to print, highlight the printer in the Printer field and press [Delete] on your keyboard.
11. If the recipient will receive the report via email or fax, enter a Subject and Message in the Email/Fax Detail section.
  Use the formatting ribbon to format text and add images if necessary. Hover over each button to display its function in a tooltip.
12. If the recipient will receive the report via email, select a From email address from the dropdown, or click the Change Sender link label in the Email/Fax Options section. If you have customized email signatures and want to use a different one, select it from the Signature dropdown. Click the Refresh link label to revert to the default signature, or to clear the field if no default signature has been set.
  If you click Change Sender, the Change Sender pop-up window displays.
  1. Select an email address from the From dropdown.
  2. Click Finish or press [Enter] to accept the change.
    Click Cancel to discard changes.
13. If any recipients will receive the report via fax, select a Cover page in the dropdown menu. To change the Language of the selected Cover page, select it from the Language dropdown menu.
  Note: You must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
  To change the name that prints on the fax as the sender, click the Change Sender link. In the Change Sender pop-up window, select a Name from the dropdown menu. Optionally add a Fax number with Ext, Phone number with Ext, and Email address to print on the fax. Click Finish.
  Note: Some reports filter based on each user's structure access. This means that if a report has two recipients with different structure access, the reports that they receive might differ (regardless of the report creator’s structure access or whether the report is in My Reports or Report Quick View). Click here for a list of reports that filter based on structure.
  - Activity
  - Application
  - Claim
  - General Ledger
  - On Demand
  - Policy
14. After choosing the recipients and configuring their Delivery Options, do one of the following:
Delete a Recipient
If a scheduled report job has multiple Recipients, you can remove them if needed, as long as at least one remains. Use caution before removing the job creator from the Recipients list, because you cannot add them back. Remember that the same recipient may be listed multiple times if they receive the report by multiple delivery methods. In this situation, verify the delivery method as well as the recipient before deleting, to ensure that you delete the intended delivery method. To remove a recipient completely, you may have to delete them multiple times.
1. In the Recipients list, click on the recipient you want to remove.
2. Click the Delete button .
Cancel a Job
You can cancel jobs with a status of Scheduled, Running, Waiting, or Ready to prevent them from running or being completed.
1. Select one or more jobs in the list. You can select multiple jobs by holding the [Shift] or [Ctrl] key while clicking.
2. Do one of the following:
3. You are notified that the job(s) have been cancelled. Click OK.
Purge a Job
Use the Purge action to remove completed and cancelled jobs from your system permanently. Removing historical jobs that are no longer relevant or needed can help you streamline your Jobs list and make it easier to navigate.
1. Select one or multiple jobs in the list. You can select multiple jobs by holding the [Shift] or [Ctrl] key while clicking.
2. Do one of the following:
3. You are notified that the job has been purged. Click OK.
Re-Send a Job
The Re-send action enables you to resubmit a completed or cancelled job that was previously sent. You may want to resend a job after editing its job details. You can only resend one job at a time.
1. Select a job in the list.
2. Review the Job Details. Click the chevron to display the Job Details pane if necessary.
3. To re-send the job, do one of the following:
1. You are notified that the job has been resubmitted. Click OK.
Print a List of Jobs
1. Populate the Jobs list with the items you want to print. Only jobs on the current page of the Jobs list will print.
2. Click the Print button to the left of the list.
3. The Print window displays. Print this list as you would any other document.