Submitting Process Requests



  1. Begin by navigating to the Schedule Query page.


    Click the Reporting Tools link.

    Step 1
  2. Click the Schedule Query link.

    Step 2
  3. Click the Add a New Value tab.

    Step 3
  4. Enter the desired information into the Run Control ID field. Enter

     a valid value

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the Schedule Query page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 6
  7. Click in the Query Name field.

    Step 7
  8. Enter the desired information into the Query Name field. Enter

     a valid value

    Step 8
  9. Click the Search button.

    Step 9
  10. The description appears to the right of the query name.


    Click the DEGREES link.

    Step 10
  11. The Description field is automatically populated after searching on the query name.


    Click the Save button.

    Step 11
  12. Next, schedule the query to run at a predefined time.


    Click the Run button.

    Step 12
  13. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 13
  14. Specify the server on which you want to run the process.


    Click the Server Name list.

    Step 14
  15. Click the PSNT list item.

    Step 15
  16. You want this process to run at the end of the month.


    Click in the Run Date field.

    Step 16
  17. Enter the desired information into the Run Date field. Enter

     a valid value

    Step 17
  18. You want the process to run at 6:00 p.m. on that day.


    Click in the Run Time field.

    Step 18
  19. Enter the desired information into the Run Time field. Enter

     a valid value

    Step 19
  20. Use the Type field to select the type of output you want to generate for this job.

    Step 20
  21. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have selected.


    Click the Format list.

    Step 21
  22. Click the PDF list item.

    Step 22
  23. Click the OK button.

    Step 23
  24. Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

    Step 24
  25. You have scheduled the query to run at a future time. You can view results from the PeopleSoft Process List page.


    Click the Process Monitor link.

    Step 25
  26. Use the Process List page to view the status of submitted process requests.

    Step 26
  27. The Run Status column displays that the process is queued. You can click the Refresh button to update the run status, which will change to Success on August 30.

    Step 27

You successfully submitted a process request to schedule a query to run at a predefined time.

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