Accessing Schedule Creation

1. Navigate to Workbench

   • Click on "Workbench" in the left navigation menu
   • You'll see the "List of schedules" interface with existing schedules

   

2. Initiate Schedule Creation

   • Click the "Create schedule" button in the top-right corner
   • The schedule creation form will open

Basic Schedule Configuration

Step 1: Basic Details

Name of Schedule

• Provide a descriptive name that clearly indicates the purpose
• Example: "Check application access", "Daily attendance review", "Monthly compliance audit"
• Best Practice: Use consistent naming conventions across your organization

AI Colleague Selection

• Choose which AI Colleague will execute this schedule
• Example: "AURA" (as shown in screenshots)
• The dropdown shows all available AI Colleagues in your system

AOP Selection

• Select the specific AOP that should be executed
• Example: "Grant application access for employees"
• Only AOPs associated with the selected AI Colleague will be available

Step 2: Schedule Type Configuration

Schedule Type Options:

1. Non-recurring (One-time execution)

• Use for one-off processes or specific date requirements
• Configuration:
  • Select time zone (e.g., "Select time zone")
  • Choose specific date and time (e.g., "Select date and time")

2. Recurring (Repeated execution)

• Use for ongoing business processes that need regular execution
• Configuration Options:
  • Frequency Settings: Set how often the schedule repeats
    • Days: Daily execution
    • Weeks: Weekly execution
    • Months: Monthly execution
  • Repeat Interval: Specify the interval (e.g., every 1 day, every 2 weeks)
  • Time Zone: Select appropriate time zone (e.g., "(UTC +05:30) Asia/Kolkata")
  • Execution Time: Set specific time (e.g., "22:23:18")

End Date Settings

• Select Date: Choose when the recurring schedule should stop
• Set Occurrences: Specify number of times the schedule should run
• Example: End on "Nov 30, 2025" for a finite schedule

Time and Zone Settings

• Time Zone Selection: Choose appropriate time zone for your business location
• Execution Time: Set precise time using 24-hour format
• Consideration: Choose times that avoid peak business hours for resource-intensive processes