Scheduling
Create, view, and manage schedules in Monitor
To Create a Schedule
Navigate to the Transfers table
Go to the table in the Transfer Details tab.
Find a completed transfer
Locate the completed transfer that you’d like to generate a schedule from.
You can only create schedules from Completed transfers at this time.
Initiate creating a schedule
Go to the Actions menu and select “Create Schedule”
Populate schedule details
Fill out all the relevant details for the schedule in the pop up.
Preview Schedule
Click on “Preview Schedule” to get a glimpse of the upcoming schedule dates to validate the recurrence.
Create Schedule!
Confirm and create the schedule!
Demo
View Schedules
Navigate to the Transfers Page
Click on the “Transfer Schedules” tab within the Transfers page
View Schedules
View all currently active schedules in the table!
Cancel Schedules
Identify the Schedule to Cancel
Find the schedule you’d like to cancel in the Transfer Schedules table.
Cancel Schedule
Click on the “Actions” menu and select “Cancel Schedule”