Configure Duplicate Search Process Job Schedules

Once you feel confident that your search criteria and match confidence levels are fine-tuned for the full and incremental searches, you should schedule both processes to run automatically at regular intervals. For example, you could schedule the incremental process to run once a week and the full process once every 3 months, with a merge process always following each search. During a period of increased data entry, you might run the processes more frequently, such as running the incremental search everyday with an additional full search at the end of the period.

If you have the required system role, you can access the Job Schedules tab to schedule the duplicate search processes to run automatically. This tab appears only for users who are assigned the required system role. The Job schedules tab shows all scheduled jobs that currently exist for the search process. Depending on your system role, you can add new scheduled jobs, edit existing jobs, and delete scheduled jobs on this tab. To make sure you have the latest job schedule information, select Refresh List.

 

 

After you create a job schedule for a process, you can update it. For example, you can adjust its frequency. You cannot edit the package to create the job schedule. To edit a job, select it and select Edit.

  1. On the Job schedules tab, select a job and select Edit. The Edit job screen appears. The options on this screen are the same as the Create job screen. For information about these options, refer to Create job screen.

  2. Make changes as necessary. For example, in the Schedule type you can change how often to run the process.

  3. Select Save. You return to the Job schedules tab.

On the Job schedules tab of the status page, you can delete a job schedule of the process. This deletes the scheduled job as well as changes made to it outside the program. To delete a job schedule, select it and select Delete.

  1. On the Job schedules tab, select the job and select Delete. A confirmation screen appears.

  2. Select Yes. You return to the Job schedules tab.