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Batch Jobs for Activity Plans
Batch jobs are automated processes designed to update and manage multiple activity plan records efficiently. Save time, reduce the risk of manual errors, and maintain the integrity and reliability of activity plan data with these jobs. Make sure that all relevant records are updated consistently and accurately by either triggering a job immediately or scheduling it for later.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
You can find the jobs in the Activity Plan Jobs and Working Days Jobs sections under Activity Plan in the Admin Console. For more information on how to run or schedule a job, see Run Batch Jobs.
To help you with this task, this video shows how to configure activity plan jobs and general settings in the Admin Console.
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Configure Activity Plan Jobs and General Settings.
| Job Name | Description |
|---|---|
| Validate Activity Plans | Activates and deactivates an activity plan based on its time period. We recommend running it daily.
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| Update Activity Plan Status | Processes plans that have passed their due dates, manages the transition between Employee Review and Manager Review stages, cleans up redundant or invalid plan data, such as Provider Activity Goal Measure and Provider Activity Goal records, and updates the plan’s status. We recommend running it daily. The job runs if the activity plan status is Employee Review and the Assignee Due Date is before the current date or if the status is Manager Review and the Reviewer Due Date is before the current date. |
| Calculate Provider Activity Goal Measures | Calculates the scheduled and submitted counts for all provider activity goal measures associated with an active activity plan. Updates the Total Scheduled Activity Value and Total Actual Activity Value fields for Provider Activity Goal Measures and Provider Activity Goals. We recommend running it hourly. This job considers only active activity plans. Select a territory for running the job. To include inactive activity plans, go to the Inactive tab on the Job: Calculate Provider Activity Goal Measures window, select up to three inactive plans, and run the job. |
| Calculate Provider Activity Goal Measures for Shared Activity Plans | Calculates the scheduled and submitted counts for all provider activity goal measures associated with active shared activity plans. We recommend running it hourly.
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| Reset Provider Account Territory Information | Resets the provider account territory information associated with inactive provider activity goals. We recommend running it daily.
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| Calculate Working Days | Calculates the number of working days for all active activity plans, excluding those with the Account Goal Shared type. We recommend running it daily.
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