General Information about Monitoring Tasks

Why Use This Procedure?

The Monitoring Tasks is a procedure that is included in the supplement called MONITOR Agent.

In the Monitoring Tasks window, you register and edit tasks that are created to monitor different events in MONITOR. The monitoring tasks are managed by a special Agent server that must be installed and activated in the system. The tasks are registered as conditions which are described in SQL-phrases. In order to facilitate the registration, there are a number of pre-defined templates. You can also directly link to this procedure from a number of other procedures in MONITOR.

In this procedure you also decide the time interval between the checks, as well as how and whom should be notified of the result once the condition is fulfilled. The first time the condition is checked is when the task is registered, the entered interval then applies to the following checks.

Any changes made in an active (registered) monitoring task will immediately come into effect in the Agent server when saving.

You can re-use accomplished tasks by changing the status from Historical/Inactive to Registered. In this case, you should edit the condition before changing the status. This is done to prevent that the condition is fulfilled at once when the task is saved and managed by the Agent server.

Creating Monitoring Tasks from Other Procedures

You can create pre-defined tasks via the Info menu from a number of procedures. If the task is created this way, you only need to enter the time interval between the checks, as well as how and to whom you want to notify the result. The MONITOR Agent Results alternative is selected by default under the heading Notify via when a task is created from another procedure. The user who created the task is then selected as the receiver of the result. A control of the condition is made with an interval of 1 hour.

You can link directly to this procedure from:

• Part Info - From the Balance field you can create a task that will monitor when the balance is = 0.
  From the Order Window you can, by activating a row with a purchase order number, create a task that will monitor when this part number is arrival reported.
• Under the Activities tab, you can create a task that will monitor when the activity is finished. The person responsible for the next activity will be selected as the receiver of the result. This applies to the following procedures: Update Part, Update Supplier, Update Customer, Register Quote, Register Customer Order, Register Blanket Order - Sales, Register Agreement - Sales, Register Inquiry, Register Purchase Order, Register Blanket Order - Purchase, and Register Agreement - Purchase.
• Order Info (M) - From the operation rows you can create a task that will monitor when the operation is started, the number of reported operations and rest quantity = 0 (finished).
  From the material rows you can create a task that will monitor the next positive balance change.
• Material Clearance (M) - From the material list you can create a task that will monitor the next positive balance change.
• Update Tool / Tool Info (requires that the supplement Tool Management in the Manufacturing module is installed) - From the Cycles field you can create a task that will monitor when the indicated number of cycles has been reached.
• Register Purchase Order - Under the Rows tab, you can create a task that will monitor when something has been arrival reported on this purchase order row. This works for row type 1 and 2.
• Register Nonconformity - Under the Activities tab, you can create a task that will monitor when the activity is finished. The person responsible for the next activity will be selected as the receiver of the result.
• Update Employee - Under the Activities tab, you can create a task that will monitor when the activity is finished. The person responsible for the next activity will be selected as the receiver of the result.
• Priority Planning (W) - From the priority plan or from the Operations tab you can create a task that will monitor when the operation is started, the number of reported operations and rest quantity = 0 (finished).
  From the Material tab you can create a task that will monitor the next positive balance change.

Date Formats Allowed by SQL Anywhere

Please note that is only these date formats that is allowed by SQL Anywhere and they are the only ones that can be used in this procedure.

• March 13, 2011
• 2011/03/13
• 2011-03-13

The Agent Server

The system administrators should check the Agent server on a regular basis since this is the only way to find out about any incorrect monitoring tasks. Read more about the Agent server in the MONITOR Supplements chapter in the MONITOR Basics.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.