Schedule

The user can select the date and time for this particular report or FileFusion to render.

Frequency

Allows the user to select how often this Queue task is to be processed.Options are Daily, Hourly, Monthly, One Time, Weekly.The Queue will automatically advance the Start time to the next Frequency after processing.

Task Name

Used to identify the task event within the Current Task list.

Export

Defaults with User Report. Options available are:

User Report: Saves the reports to the user's folder in the VMS Data folder defined in the Path field.

FTP: Used to upload a report to an external FTP server (a user / password is generally defined for this type).

iXpert AP / AR / GL Financials: Reports can be automatically added as a Property Note, defined with one of these area types.  The ideal usage for adding financial reports back to the system as a property note with a file attached is to avoid having to scan the monthly financial report, then manually adding the document to the property.  A recurring task can be configured to create the report and add it to one of the financial areas, which can then be used for exporting or reporting purposes in the future.  Example, an auditor needs to access all past financial reports for a property.  If the reports are added to the property each month, the user can use iXpert to easily search for all financial documents in a single screen for all properties.

Printer: Works in conjunction with the Path when selected. Reports will print to a shared printer on a network. This is for on-premise clients or clients with a VMS Queue running on an internal server.

SFTP: Used to upload a report to an external SFTP server (a user / password is generally defined for this type).

eDistribution: Architecture: Emails the selected reports to the Architectural web group.

eDistribution: Compliance: Emails the selected reports to the Compliance web group.

eDistribution: Employee: Emails the generated report to the user.

eDistribution: Employee Property Type: Emails the generated report to the employees defined with the select Type through Property Setup | Employee. The Employee Type field becomes active when this Export option is selected. The Employee Type is to be selected based on which employee you want to receive the email. The Type is defined through SETUP | Employee Management.

eDistribution: Employee Role: Emails the generated report to employees with the selected Role defined. The Employee Role field becomes active when this Export option is selected. The Employee Role is to be selected based on which employee you want to receive the email. The Role is defined through SETUP | Employee Management.

Separate by Employee

eDistribution: Governing: Emails the selected reports to the Governing web group.

eDistribution: Print-House Vendor: Mentioned in the eDistribution section. Reports can be uploaded to a selected vendor for First Class mailing. It is based on who the user defines as the vendor through Program Defaults | Vendor. Only resident-type reports, such as statements and compliance letters, can be sent to a vendor using eDistribution.

eDistribution: Resident: Emails the selected reports to the Resident web group. This option will not be in the list for a FileFusion task if no resident contact based report is included in the report group.

Website: Architectural: Posts the selected reports to the Architectural web group's web portal.

Website: Compliance: Posts the selected reports to the Compliance web group's web portal.

Website: Governing: Posts the selected reports to the Governing web group's web portal.

Website: Resident: Posts the selected reports to the Resident web group's web portal.

Employee Type

Works in conjunction with Employee Property Type. When an Employee Type is selected, any employees with profiles that match that type will receive the queued report.

Employee Role

Works in conjunction with Employee Role. When an Employee Role is selected, any employees with profiles that match that role will receive the queued report.

Separate by Employee

When selected, the reports will separate the queued report by the employee.

Output

Defaults with PDF. FileFusion tasks only export as PDF.

Queue ID

The user environment can have multiple VMSQueue services running. Any additional queues are assigned a Queue ID, which are then assigned to tasks. This configuration allows for distributed report rendering and load balancing of tasks across multiple servers or departments and allows for user group (accounting, managers) printers. Queue IDs are defined through SETUP | Configuration Group | Program Defaults | Codes.

Customized Parameters

Used to alter any of the default parameters defined for the report through Group Definition. Not available with FileFusion report groups.

Separate by Property

Used to generate a report per selected Property / Community.

File Fusion Parameters

Allows a FileFusion report to be printed for any prior month by selecting the begin and end dates for the month in question.

Path

The path where to output the file.Defaults with the user's VMS Data folder path when File is selected in the Export field. If the Separate Report attribute is selected, a property folder will be created and all reports rendered for the specific property will be added.

File Name

Field is blank but can be filled in with the name of the file for this scheduled event.The system will automatically add the property name to a rendered report and add the processing date and time to the file name if rendered separately. Tokens can be entered into the file name, which are used to manage the report name.

The tokens available are:

[NC]: Tells the Queue to not alter the given report name.

Date inserts: [YYYYMMDD], [MMDDYY], [DATE], [MMDDYYYY], [HHMMSS], [HHMM], [TIME], [SHORTDATE], [LONGDATE], [SHORTTIME], [LONGTIME]

Day / Month inserts: [D] (day number), [DDDD] (name of day), [MM] (month number), [MMMM] (name of month)

Property inserts: [TAXID], [COMPANYNAME], [COMPANYKEY]

User ID and Password/Re-enter

Used when the Queue task needs specific login credentials to process, such as when FTP or SFTP is selected from the Export menu.

Web Featured, Web Area, Web Note

Used to post this report group to the web portal for viewing by the available web groups. Used when one of the Website Export options is selected.

Web Featured: When checked, the system will add the document to the Home page of the VMS website.

Web Area: Select the area that the document is added to.

Web Note: Enter the description of the web document when added to the website.

Email Subject and Email Body

Available when one of the eDistribution Export options is selected. Used when the reports in the group do not have pre-defined Email Subject and Email Body parameters.

Email Subject: Enter the subject information for the email.

Email Body: Enter the email body information for the email.

Tokens can be used in both fields. See File Name definition.

You can modify a queue event prior to it being processed by double-clicking the task listed in the Current Tasks grid.  The queue task will load in the Queue Tasks fields. Make any necessary changes. Press the Save button to save any changes to the task entries or the Delete button to remove the task.