Using out-of-the-box scheduled tasks

If you would like to use an out-of-the-box task, you must perform the following:

1. Copy the communication template and make changes. At minimum, the header and footer content should be updated to no longer include iMIS and ASI related content. It is suggested that the body content is also updated to include messaging that is unique to your association.
2. (optional) Copy the tasks’ recipient data source queries and make desired changes.
3. Update the scheduled task to use your versions of the queries and/or communication templates.
4. Enable the scheduled task.

Updating the communication template

If the scheduled task sends a communication, you must update the communication template so that the iMIS and ASI branding are no longer used in the template. See Customizing the out-of-the-box templates.

Updating the recipient data source queries

If you need to change the recipient query used to determine who will receive a communication, do the following:

1. Go to RiSE > Intelligent Query Architect.
2. Select Common > Tasks > Queries.
3. Copy, modify, and save the recipient data source query used by the task.

Updating and enabling the scheduled task

Do the following to update the scheduled task:

1. Go to RiSE > Process automation.

2. Search for the scheduled task, then open it for edit.

3. (Triggers tab) Review the schedule of the included trigger, and modify it if needed. If the trigger is not enabled, be sure to enable it and Save.

4. (Actions tab) From the out-of-the-box action defined, click the edit icon:

   1. Remove the currently selected Communication.
   2. Select the communication you copied and updated.
   3. Click OK, then click Save.

5. To activate the task, select Enabled.

6. Save the task.