Agent Setup
Use Agent Setup in the Advanced Tools submodule in the Settings module to determine which agents run and how often. In WorkBook, an agent performs tasks in the background and then sends a notification or email message to a specified person. You can add, delete, run, and edit the parameters of agents. You can also add, delete, and enable schedules of selected agents.
To use Agent Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.
Agent Setup provides tabs:
- Scheduling: Enables you to add, edit, and delete schedules for the selected agent.
- Parameters: Enables you to set and edit the parameters of the selected agent.
- Related Topics:
- Descriptions
Use Agents in the Advanced Tools submodule in the Settings module to automatically perform tasks in the background, such as importing currency exchange rates into WorkBook, reminding users who have timesheets that need their approval, and periodically clearing the cache subfolder of the temporary storage service. You can also specify the schedules and parameters of the agents that you want to run. - Procedures
Use the procedures in this section to determine which agents are to run and how often.
Parent Topic: Advanced Tools