Schedule Automatic Insights Refresh

Direct Answer: How to Schedule an Automatic Insights Refresh in OnePlan

To schedule an automatic Insights refresh in OnePlan, go to Configuration > General and select the Schedules tab. Select the Edit icon next to Insights, choose the Schedule Type, Days of Week, and Time Of Day, check Enabled, and select SAVE. The scheduled run refreshes resource insights.

What This Article Covers: Insights Refresh Schedule

This article explains how to set the schedule for the Insights function and what the scheduled run refreshes.

What you will accomplish You will set the days and time that OnePlan automatically refreshes resource insights.

Before You Begin: Insights Refresh Schedule

The Insights app must be installed and configured. See How do I add apps? and How to Configure and Manage Resource Insights in OnePlan.
You need access to the admin Configuration area.

Why This Matters: Insights Refresh Schedule

Context: What the Scheduled Insights Run Refreshes

The scheduled Insights function refreshes resource insights for your group. Plan insights refresh separately: select Refresh on a plan’s Insights, or let OnePlan refresh them automatically about 30 minutes after a plan is saved, for plan types that have an Insights configuration. Resource insights can also be refreshed on demand with Refresh in the Insights panel on the Home Page.

Resource insights appear in the Insights panel on the OnePlan Home Page. Select the refresh icon next to Insights to refresh the panel on demand.

Step-by-Step: Scheduling the Insights Refresh in OnePlan

Task: Set the Insights Schedule

Go to Configuration > General and select the Schedules tab.
Locate the Insights row.
Select the Edit icon next to Insights. The Edit Schedule form opens.
Complete the Edit Schedule form: - Schedule Type — Select Daily or Monthly. - Days of Week — Select the day or days the function runs. - Time Of Day — Select the time the function runs. - Enabled — Check this box to let the schedule run.
Select SAVE.

Edit Schedule Insights.png

OnePlan now refreshes resource insights on the schedule you set. Select View Log on the Insights row to see what the last run processed.

Frequently Asked Questions: Insights Refresh Schedule

Q: What does the scheduled Insights refresh update in OnePlan? A: In OnePlan, the scheduled Insights function refreshes resource insights. Plan insights refresh when you select Refresh on a plan’s Insights or automatically about 30 minutes after a plan is saved.

Q: Where do I schedule the Insights refresh in OnePlan? A: In OnePlan, go to Configuration > General, select the Schedules tab, and select Edit next to Insights.

Q: How do I check that the scheduled Insights refresh ran in OnePlan? A: In OnePlan, check the Last Run column on the Schedules tab, or select View Log on the Insights row to see each step of the last run.

What to Do Next: Insights Refresh Schedule

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