Scheduled Batch/TRS jobs have outputs, and can be reviewed on a regular basis. For example, prior runs of the credit card settlement process (CCP610) runs at midnight each night, and you need the report from that run. Alternatively, a batch of invoices ran for a membership category and you need the paper invoices from a prior run. To review these jobs, you will access the Job and Report Status screen in Personify.
To review prior batch/TRS jobs in Personify:
- From the Reporting tab of your menu, select the Job and Report Status. This will open the Submission Status search screen in Personify.
- Use the Search Parameters section to find the job/application you are looking for. For example, enter the Application (e.g., CCP610, ORD660) to find a specific application. IF you know when the job was submitted, you can use the Start Time and End Time search parameters to find jobs that started on or after a specific date or ended on a specific date.
- Click and highlight the submission you wish to review.
- Double-click the selected row, or use the Select button to review the submission. By default, the Submission Status screen will open the Output tab.
- Use the Parameters, Status, and Output tabs to review the following:
| Tab |
Description/Purpose |
| Parameters |
Use the parameters tab to review how the batch/TRS job was run. This will show what parameters were selected at the time of the run. |
| Status |
If the job is still running, you can review the status of the job using this tab. |
| Output |
Any report files (i.e. .RPT files) that are associated with this job will appear. Simply click to highlight the report you wish to review, and double-click to open it in a new tab. |
