Folder & Field Update — Jobs

Click the Jobs button and then Folder/Field Updates to monitor certain updates (Job Types) performed from the Actions menu in the Results page. Certain administrators have the ability to view all users’ actions (jobs) and can customize user reports at the By User menu. Most users and administrators will see only the actions they have performed. The information about these jobs can be viewed individually by selecting them in the Job Type menu and include:

• Copy to Folder

• Delete from Folder

• Bulk Update a field or several fields for more than one record

• Lock Document

• Unlock Document

• Organize documents into collections

The report displays in the lower page and includes:

• Bulk Update Job ID: useful as a reference to discuss a job with Catalyst Support

• Created by: the user name of the person who took the action

• Create Date: displayed in DD/MM/YYYY format, this is the date that the action took place

• Total Records: displays how many records were updated due to the action

• Status: Pending, In Progress, Completed or Error

• Job Status: the summary of the completed job

• Description: the description that the user gave the job when performing the action

The Actions column allows you to remove the job by clicking the Delete button (trash can). Click the View button (magnifying glass) to display the job details. Select the Job State button (clock) to see the steps of the job process, and click the Resubmit button (right triangle) to re-run jobs that have produced errors.

You can sort the results by clicking any of the column headings. Use the Refresh button at the top of the report to refresh the page when you are waiting for Pending jobs to finish.