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Process Streams

Process Streams

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Roles Required

For users to access the Process Streams screen, they must be granted one of the following security roles

  • PWSQL_82_JOB_STREAM_MAINT

  • PWSQL_50_SUPER_USER

For users to modify process streams created by other users, they must be granted the following security role:

  • PWSQL_90_JOB_STREAM_ADMIN

Creating Process Streams

Some processes or reports, such as JIBs (Joint Interest Billings) or Flatten Reporting Hierarchy, can be set up as a Process Stream whereby a process will start once a previous one is complete. This saves the time and effort of running each process individually and allows you to schedule when the process will run.

You can also set up a process stream if you want a single process to run at a regular interval or at specific times and dates.

1. Navigate to the menu and select Administration → Process Streams 

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  1. On the Job Stream block fill in the following fields:

Field

Description

Field

Description

Job Stream ID

Auto assigned by the system.

Description

Enter a description for the Job Stream.

Queue

Enter the queue for the job, typically DAY or NIGHT or select from the List of Values.

Status

ACTIVE (the job stream will run any scheduled jobs)

INACTIVE (no jobs will run)

Created By

Auto populates with your User ID

User Maintainable

If checked, another user other than the create user can also run this job stream.

  1. Press CTRL + S or click the Save icon to save your input. Then press Page Down to enter in the schedule for the process stream.

  2. In the Schedule block fill in the following fields OR go to Step 6. and set up the schedule using the Frequency button:

Field

Description

Field

Description

Scheduled Start Date

Enter the Job Stream start date and time (you can have multiple start times throughout a month, i.e. weekly)

Format DD-MON-YYYY HH:MM:00 (24 hr clock)

Run Start Date

No entry required. Auto populates with the date and time the job stream started.

Run End Date

No entry required. Auto populates with the date and time the job stream finished.

Status

Auto populates with one of the following statuses:

Scheduled – the job stream is waiting for the next time scheduled to run
Pending – the job stream has started and is waiting to run
Error – the job stream started and has encountered an error
Inactive – the job stream is scheduled but won’t run
Running – the job stream is running
Complete – the job stream has finished running

Printer

Auto populates from your User Defaults

Run User

Auto populates with your User ID after the job has run.

  1. Press CTRL+S or click on the Save icon to save your input.

  2. Optional. To set up the schedule using the Frequency button:

  • Select the Frequency button in the bottom right hand corner.

  • Enter Start and End dates and the frequency. Select OK. 

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  • Press CTRL+S or click on the Save icon to save your input.

Selecting the Job Stream Steps

1. Select the Steps tab and fill in the following fields in the Job Stream Steps block:

Field

Description

Field

Description

Step ID

Auto populates when the record is saved.

Module

Enter the module id of the report / process that is scheduled to run or choose form the Modules List of Values.

Module Description

Auto populates from the Module ID.

Max Start Time

The maximum time this step should start. It will not start if the max start time has been reached.

  1. Press CTRL+S or click on the Save icon to save your input.

  2. Fill in the following fields in the Job Stream Step Parameters block for EACH module. These are the same parameters you would enter in the process submission screen.

Field

Description

Field

Description

Option Description

Auto populates from the process submission screen for the module.

Option value

Enter the value required for the parameter.

Req'd

Auto populates from the process submission screen for the module. If flagged as required, you must enter an Option Value

Effective Date

Auto populates from the Schedule block of the Job Stream tab.

  1. Press CTRL+S or click on the Save icon to save your input.

Selecting the Job Stream Dependencies

  1. Optional. Set up any conditions for modules to run in the Dependencies tab (i.e. Module only runs if a prior one is successful).

Field

Description

Field

Description

Module

Auto populates from the Module ID highlighted on the previous tab.

Parent Step ID

Enter the step ID that the module is dependent on or choose form the List of Values drop down.

Parent Step Module

Auto populates when the Parent Step ID is entered.

Acceptable Status

The status of the parent job that will allow the job stream to continue with this step.
Select from the drop down box:

Complete – If the parent job completed successfully, this step will run.

Error - If the parent job did not complete successfully, this step will not run.

Warning - If there are concerns with the parent job running.

  1. Press CTRL+S or click on the save icon to save your input.

  2. Output from the Process Stream, once it has run, can be viewed in the Process Monitor.

Example of Joint Interest Billing (JIB) job stream:

 

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