Auto Finalize Task Type Example

This task requires System Access to the Task Manager in the System area in Setup.

Use the Auto-Finalize task type to automatically ‘check’ and create Roster records in the past. This task turns projected records (not checked) into actual records (checked). Only checked records display in reports. The Finalize function locks Roster records in place. Only authorized and specific personnel can modify a finalized record.

Important: Do not finalize a future date, doing so will lock the Roster and may interfere with general staffing processes and scheduled automation workflows.

  1. Go to the Task Manager in the System area in Setup to create a new task.
  2. Click Add
  3. Enter a name for this job in the General tab.
  4. Leave the remaining and default settings as is.
  5. Click the Task tab to create a task.
  6. Enter a name for this task in the Task tab. Generally, the same name provided in the General tab is used here.
  7. Select Auto-Finalize in Task Type to create records and lock the Roster for the target period, the selected Shift, and the selected Region.
  8. Set your From Date* and Through Date* values. Use Dynamic Dates to target a date range. Dynamic Date entries are case sensitive. Some examples below:
    • To target the second day in the past, type TODAY-2DAYS in From Date. Type TODAY-2DAYS in Through Date.
    • To target the previous three days, type TODAY-3DAYS in Through Date. Type TODAY-1DAY in From Date.
    • To target yesterday’s date, type TODAY-1DAY in From Date. Type TODAY-1DAY in Through Date.
    • To target the past fourteen days, type TODAY-14DAYS in From Date. Type TODAY in Through Date.
  9. Leave the remaining and default settings as is.
  10. Optional - click the Schedules tab to create a schedule. See topic, Task Manager Schedule Example for additional information.
  11. Click Save.
Parent topic: Task Manager