Defining Priority Manager profiles Overview
Each Priority Manager profile consists of the following main elements:
- The name of the profile
- The search criteria to find jobs that will be actioned by this profile
- The actions to perform on these jobs
- Date operations to be performed on the jobs
- Email to be sent
- The properties and frequency of when the schedule should run
Remember that you can create an unlimited number of profiles, so it is possible that some profiles may over-lap in their ability to target and action jobs.
Naming and categorizing the profile
The first step in creating a profile is to give it a name. The name of the profile can be anything you like. It is a good idea to give the profile a title that is representative of its nature. Eg. Close old jobs, Escalate urgent jobs, Reassign difficult jobs to John etc
Establish a naming convention
You may wish to implement a naming convention when assigning names to Priority Manager profiles. For example, support based schedules may start with “SUPPORT :”, sales based schedules may start with “SALES :” etc.
- SUPPORT : Escalate overdue jobs
- SUPPORT : Re-assign non-urgent jobs to John
- SUPPORT : Re-assign SQL Server jobs to Rob
- SALES : Send email after 1 day
- SALES : Escalate urgent sales jobs
Having a naming convention makes it easier to distinguish what a profile will do.
The Category field is simply a general classification that can help you organize and find profiles. Set it to an appropriate value. This field is administered via the System Codes screen.
Next step> Defining the search criteria
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