Setting up Work Queue Manager

To set up the Work Queue Manager, you must activate it and add schedules for PSA classes that do not have a custom scheduling page.

To activate the Work Queue Manager:

  1. From Setup, click Develop | Custom Settings | WorkQueues.
  2. Select the Use Work Queue Manager and Use Work Queue Monitor checkboxes.
  3. Select or deselect the different categories of Apex jobs that you want to include or exclude from processing by Work Queue Manager.

Adding Schedules for PSA Classes with no Custom Scheduling Page

To add schedules for the PSA classes that do not have a custom scheduling page:

  1. Click the Work Queues tab.
  2. Click New.
  3. Select the Apex Class that you are adding the schedule for.
  4. Enter the frequency of the schedule.
  5. Schedule recurring weekly or monthly batch jobs.

    Frequency

    Recurring Schedule Options

    Weekly

    Select from day of the week or for specific days of the month.

    The "L" fields let you specify the last selected day less the indicated number.

    Tip: Select all week days (Sunday through Saturday) and select L-1 for an event to occur on the second last day of the month.
    Monthly Use the drop-down option to select the day of the month or select which day of the week in a given month for the event occurrence.

    For example:

    Use the picklists to specify the time of day for the event to occur.

  6. Click Save.
  7. Repeat these steps for the remaining Apex Classes.
Note: Note
If FinancialForce PSA was upgraded from a previous version you must delete the existing work queues and create new ones.

Related Concepts

Optional Setup Tasks

Quick-Start Guide

Work Queue Manager

Related Tasks

Configuring Project Edit Locking

Adding Custom Translations

Setting up Workflow and Approval Processes

Creating Skills and Certifications

Setting up Expenses

Setting up Rate Cards

Reference

Work Queue Manager Settings

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