Scheduler Templates

Scheduler Service Best Practice Guide

The Scheduler Templates feature enables administrators to define schedulers that can be started or canceled by workflow rules. Schedulers can be used to configure events and automation based on the passage of time. Scheduler templates can be used in conjunction with a workflow rule to manage loan processes with specific timing requirements without opening the loan. Scheduler templates must be configured before they can be used before a workflow rule.

To Add and Configure a Scheduler Template:

  1. From the Encompass Admin Portal, select Workflow management from the left navigation menu and then select Scheduler Templates.

  2. Select New Template.
  3. Enter the template name (required) and description (optional).
  4. In the Scheduler Configuration section, select the Calendar Type.
    • Encompass Compliance calendars are used to determine which dates will be included in the Completion Date calculation.
  5. Select the Time Zone that the Scheduler will use.
  6. Enter the number of days for the timer in the Complete Duration.
    • The Interval field currently only supports "Days" and is selected by default.
  7. Select Before or After to indicate if the scheduler is complete before or after the event date specified in the From field.
  8. Select Loan Data in the From field to start the scheduler based on an Encompass date field value
    • When Loan Data is selected, you must enter a field id in the Date Field ID field that the completion date will be calculated from.
  9. Select Event Date in the From field to start the scheduler based on when the Workflow Rule is executed.
  10. Specify the time of day that the scheduler will complete in the Complete at (Time of day) field.
  11. Select Save