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

Sorting and Filtering Scheduler Templates

Users can filter the list of scheduler templates by the following columns:

  • Name

  • Description

  • From

  • Active

  • Created By

  • Created Date

  • Modified By

  • Modified Date

To Sort by Column

  1. Select the Sort icon in the column header to sort notification templates by that column in ascending order.

  2. Select the Sort icon in the column header again to sort in descending order.

To Filter by Column

  1. Select the Search icon on the column header.

  2. Enter the search criteria in the column header and press enter. The results are filtered by the search criteria.

Additionally, you can change the order of the columns by selecting the Handle in front of the column and dragging it to the desired location. The width of the column can also be adjusted by selecting and holding the column divider and then drag the divider left or right to the desired position. This functionality is not available when using a touch interface. Changes to the order and width are retained for the current session only.

Note: A known issue exists where the column width can sometimes reset during the same session. This issue will be fixed in a future release.