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Automatic/Alert Queries
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1. Private automatic queries EStatus Gueryname Base date Base time En EE ot Con Deferred date time i 10 45 Leavers by Date 28 04 2010 As you can see the Scheduled Query is in the reminder window Automatic queries owned by 19 Personnel Status Quename Base date Base time Last modified b Det Can Exe Deferred date time Abort Next gt gt Exe gt Ru nnin g Automatic queries scheduled for today Private automatic queries Default This option will Run the Query Stall Duety rame Ena nedtedty Del f Con Ese Detened datetime Can gt Cancelled Private automatic queries ape Eai Suet nome a Lastpodtiedty _ Del Can Exe _ Detened datetime This option will Cancel the Query Caa inset Das 28042010 10 45 ADMIN Def gt Deferred Private automatic queries This option will Defer the Query to a different date Sis Quay nane Base doe Base time Loa modfedby Del co Eso peores ais Leavers by Date 01 052010 00 00 00 To run the Query Click onto the Next button Next gt gt a Running query Press Ctrl Break to stop query A dialog box will appear saying Executing Query Cancel E E 5 158 y F E ia o Very quickly the Query will flash onto the screen then disappear ETE EE TE DI zar tte ar bo Es putas SE PANTHI PP De Y cr ALI A Ca brit F 1 Fa al E jayan ae mae e e
2. For Fallow Up Attachments Bal repecuons Audts 01_04_O9to 31_03_10 csv 37 08 3 Sent kere Al Mad Folders al PE Pag 5 esterday CA Essex E Deleted tems LJ Drafts 114 3 Inbox Opening Mail Attachment q x 2 You should only open attachments from a trustworthy source e Click onto the Attachment Attachment All inspections Audits 01_04_09 to 31_03_10 cs From Inbox Microsoft Outlook The Open Mail Attachment window will appear Would you like to open the file or save it to your computer Open Cancel IM Always ask before opening this type of File e Click onto the Open button al El Sp pe re y ee a ee e zafi Mda TAI ra A Orit COs Bee ea ee 5 A The Excel window will open showing the results of the Query hg hil TET 115 SACRED E i a Mur Fa 1 Gea ln 4 E HLEA Ld a Mi i bi De CITY PL Lee ETT te 4 C z dE ALi et 5 par i rx I Por LM id i ii i F iN Cail a LS 1 D ii KE a up qien ZL hy mix Dedo wie CAN ipii t a TORA GDA 5 a ae LF D HD Tr dp CE WATT d bo E a F EA Ba piany ise a T P E jji Hir 1 EA Ta hay iE i He ia d imll iJi sj by a art a L j CT gg SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 11 Retrieving Automatic Queries Query Manager Window QueryBuster List Publisher Libraries Catalogue Categories Monitor Query Date Constraints To check the Queries that was Autom
3. Set Akts for Query All Inip Asia 1 41 o 0S 10 unl p aaa tsi CAA ALAS Cabernet irr de MERSETFIRE 13512145 7 E CAULERADSHAW DaoEiihhis riye k BMEHEEVRHE AS F CAROL LL Land anpbe ne pene par LMSC Tet Lae E CAROLE HARE tdci ee or yde MERSETFIRE 13512145 7 E CAR DURIEMDGEE het mortals cone BMERSEVRHE 1 E CAN ELALLALY Land Serre pepe pur uk MIASLTFFIL Ta Lae F CAAGLYHSWIKDEL Cabrera gore ue NERSETFIRE 1156121457 F LATHERIRELDAENS Cathsmebwenmniirnmassire uke MERSETERE HITS Ei CATHERINES CANTI Catbhicadtilrca cepfa per sal MAS PAL 1 iF 467 a CHARLESMOOUMES Chae t irite ir aer gov uk NERSETFIRE 135121457 F DHARLESSLLIEMES Liniers Mirren ges uit BMERSEWRHE 112167 E GIRS CAST Charcas ceja pers sae MASA 1151467 PF j E ere Alerts for Query All Insp Audits 1 4 09 to 31 3 10 Help wi Alerts e Monitors La gt 4 Alerts for Query All Insp Audits 1 4 09 to 31 3 10 All inspections Audits 01 04 09 to 31 03 10 ME Amend Remove Close Upen name Al inap Ande 1 4 09 ts 31 2 10 PAGE 10 Now you need to set up when and what time you want the Query to be sent To do this e Click onto the Blue Grid icon ail The Schedule for the Automatic Query window will appear ene RRA S Date 28 04 2010 09 30 00 IV Automatic query owned by user i Time 03 30 ADMIN e Enter the Date you want the Alert Query to start ooo Moo EZ
4. DIANE MCGOVERN diane mcgovern sophtlogic com SOPHTLOGIC SOPHTLOGIC Vv SAMANTHA HULLIS samantha hullis sophtlogic com SOPHTLOGIC SOPHTLOGIC O Cancel As you can see the Email that has been set up has appeared in the Alerts list e Click onto the OK button SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 8 Setting Up an Alert Query Now you need to find the Query you want to use within Query Buster e Go to Query Manager e Click onto Query Buster Eanes gueryoustes il Daunen Library ul Fee Safety i FS OBA i ees Libra ul J Libra FF Inspection fasts P Haa H RHF 0 Engar FS1 AMP 09 Exeglared F52 AME 0A Englird FSA RMP 0 England P55 IAM 0 England FSb TeX m HE AMF 05 gt England FSA H InMP 08 England FS Nev fein 4 E AMP 08 England FSBa Corrector e Create your Query E e Click onto the Saved icon Open Query ram Al nan ddr LMU io TANTO Private If the Query has already been Saved e Click onto the Folder icon Click onto the Saved Query e Click OK SOPHTLOGIC COMMERCIAL IN CONFIDENCE A Click onto the Library Select the Query Click onto the Queries button Vale l Aloe sled Do Deere Pagal ME ae N Iain j cti a 1 y l e 9 columns J hueh er aos 1 gji i Irepscion Prnt
5. Description diane mcgoven sophtlogic con ssti s SC S Account ID diane mcgovern sophtlogic con Domain name SOPHTLOGIC lt i lt C lt C W Password eeccce Confirm CAI Canos E Gateways SOPHTLOGIC Demonstration y Usemame SOPH FP tst lt s S S Password eeeeeeee Confirm essees s s CIPHER Gateway CIPHER Enabled TT Passthrough Disabled Ignore Installed PINs PIN Required At Logon Installed eMail Accounts Account ID SOPHTLOGIC diane mcgovern sophth diane mcegovern SOPHTLOGIC zi C Adi Amend Bemove ok Cancel This will bring you back the Gateway Interface window PAGE 7 You should be back into the Vault Setup window As you can see the TUI account has been set up e Click onto the X in the top right hand corner to close the window To check the email is in the Alerts Email list e Go to Query Manager e Click onto Query Buster e Click onto a Library e Click onto a Query e Click onto the Queries button e Click onto the Open Folder icon e Click onto the Saved Query e Click onto the Alerts button e Click onto the Add button iy fault Sehun total bee 200 1 dd 3103 2010 MIA AND 3020 21092010 I A Ano 703 2010 Di 1 ites 01112110 31008 ano Set Alerts for Query Help Alert Select Alert Recipients AMIE BARKES amie barkes sophtlogic com SOPHTLOGIC SOPHTLOGIC o S
6. Date greater than of equal bo 071 04 2009 In paci n Fra Dile bes than ol squid bo 31 09 2010 Enter a Name of the query Click onto the OK button The saved query will appear in the box below Upen nara All Insp Audits 1 4 09 to 31 3 10 pin a PAGE 9 Alerts button The Alert Button allows you to set up an Email Alert so a User s is are notified after a Query is Run Click onto the Saved Query e Click onto the Alerts button The Alerts window will appear Click onto the Add button The Set Alerts window will appear In the Alert box e Enter a Description of the Alert This will be the heading for your Query Alert e Select the Emails you want the Alert to go to Click onto the OK button As you can see the Alert Name will appear in the Alerts window Click onto the Close button You should now be in the Query Name window Notice in the Status has changed from Adhoc to Automatic Click onto the OK button You should now be back in the Query Buster window SOPHTLOGIC COMMERCIAL IN CONFIDENCE Tene Al op iai LAS io SLA Purate Alerts for Query All Insp Audits 1 4 09 to 31 3 10 Help ig Alerts abs Monitors Alerts for Query All Insp Audits 1 4 09 to 31 3 10 Alert Name 4 me Add Amend Remove Close
7. Sonn nee gt e Open the saved query To set the untitled query to the Automatic Queries e Click on the Grid button E z paee a Reon This will open the Schedule for Automatic Query Applications window r Base date time r Ownership Date 28 04 2010 10 30 00 JV Automatic query owned by user e Enter in a Base Date i e date from which query is to start from Time Pozo mmn Frequency 7 6 Days Administrative unit C Months A Next Date 04 05 2010 10 30 00 m Last defered date time Enter in desired Time for the query to be run e g 10 30 Date zi Time m e Enter in Frequency of query whether it is in days or months ok Cance e Click OK to Save Automatic Scheduling of Query For example If you wish the query to run starting from the beginning of the year with a frequency of every 7 days at 09 30 the Base Date would be set at 01 04 2010 the frequency 7 with corresponding Days radio button selected to Days and time specified as 09 30 that query will automatically appear every seven days SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 3 To refresh the system for the Query to set log out then log back in File gt Log Out gt File gt Login e Choose the Office Department the Query was saved under The Automatic Queries Scheduled for Today window will appear Automatic queries scheduled for today
8. T 1 C Months e Enter the Time you want the Alert Query to be sent O CE e Enter the Frequency of the Alert Query i e daily 1 day weekly me 7 days monthly 1 month etc Date H Time e Enter the Next Date the Alert Query is due e Click onto the OK button E pa For example If you wish the query to run starting from the beginning of the month year with a frequency of every 7 days at 09 30 the Base Date would be set at 28 04 2010 or 04 05 2010 the frequency 7 with corresponding Days radio button selected to Days and time specified as 09 30 Notice the heading has changed on your saved automatic query from lt untitled gt to lt automatic gt This allows the user to know if the query has been setup as a to be automatically run E Queries for list FS Inspection Audits All Records All Insp Audits 1 4 09 to 31 3 10 untitled ON x i queries for list FS Inspection Audits All Records All Insp Audits 1 4 09 to 31 3 10 lt automatic gt Miel E a Bjinhos Micrasoft Outionk Ele Ea Yew Go Jos Actions Hep SB New gt ch 2 X Cakenly reply to AS G Forrd A Senditiogeive Sond LU Toe a op Results of the Alert Query will be Emailed to the E All inspections Audits 01 04 09 to 31 03 10 i pa inbox Supporti sophtiogic com Person s in an attachment as shown below A 3 Today a Unresd Mall To dese mogorernibsophillogk com
9. rr el Larr Mir mh a E uer n e Pe ae i jE lara Recess Seen ed at myer eat Laer ep mpa ap aa iih posi rr To Retrieving Results of Automatic Queries go to page 11 cere Sepma Ses da a E E 1 Ce ie ee ee EAT E ii a SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 4 If you don t want the Query to Run Click onto the Abort button Abort The Automatic Queries Scheduled for Today window will close Notice the heading has changed on your saved automatic query from lt untitled gt to lt automatic gt This allows the user to know if the query has been setup as a to be automatically run 10 Queries for list Leavers Leavers by Date untitled 10 Queries for list Leavers Leavers by Date lt automatic gt Open Query name Leavers by Date A nC me Leavers by Date Public Ad hoc i F i j T I 2 rn Also in the saved Query window the Status has changed Query name a leaves by Dae from Ad hoc to Automatic ne Query status Status Public Automatic Leavers by Date SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 5 Setup Email Address If there are no email addresses within the Set Alerts for Queries window you if you have the privileges will need to set the emails up first before allocating the query to be sent to that persons email address To do this In the Toolbar e Go to File Scroll down and Cli
10. SOPHTLOGIC Automatic Alert Queries User Manual For more information E diane mcgovern sophtlogic com T 01473 255552 Contents Automatic Alere OUG ES nOs 3 TOSET UP AN AUTOMATIC QUERY ruceni aaea iaa E A E hee A Ea a A AAAA 3 SETUP ENALADDRE Samar Aa ds a a eee aaa 6 SE TINGCURAALER MOUPR orres ni N 9 Alerts DUCEOT rnin ta yeui hun AAA NA EEA aaa 10 RETRIEVING AUTOMAT C OUERIES tus rara 12 RETRIEVING RESULTS OF AUTOMATIC QUERIES atra io EOS 12 REFERENCE DATE FUNC TONAU Treci ica Gala dne teetica cnn ecos ciad iii 13 SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 2 Automatic Alert Queries Scheduling queries allows a user to set up queries to be run at regular intervals When a person logs in to pharOS they will be prompted with any outstanding Automatic Queries Once an Automatic Query has been run the results are then stored in the database and can be compared to other results of the same query run previously The Alert Button allows you to setup an Email Alert so the User s is are notified after a Query is Run To Set Up an Automatic Query Find the Query you want to use within Query Buster Dicen user A o a e CTN Tr ETT Laser Ey Date Pubi PETE e Open a Query E e Click onto the Folder icon pa y e Click onto the Saved Query 1 e Click OK m a Query Aau In order to do this there must be a Saved Query 1 Queries for list Leavers Leavers by Date untitled j QA A Ea COTE
11. as just Ran List Publisher Libraries Catalog Categorias POR a Query Date Coratraints e Click onto Query Manager e Scroll down to Automatic Queries sarees Chalet Open Sherk i Submit snd Sentinel e Click onto Open Browser Mera Er Frat om bi oe E z E E UY al ire ded 1540 AL Peores kane tal El j i WW apre hiy pd UL Lar i ha Pere ha E Y creo ba Praga la 3 Belen ee nan Mobile ii ci e Select results to be printed to screen and click on the floppy disk icon al Ferree br tea k SAL Frer ls Dicit ca T raana Aoa with a red arrow ithe bada Shgnnue A Pe roe dl AL dl ie ls LE HY Y Ferree Sieben ty Exp Feim Dai Feit id IL PATO ALY Paren ds Checho Lia inside AAA ae mi DAD ID AL hoire 4 Dun Prager l t Ce F Pan pa Results will now print to screen and can be printed to printer saved or exported to excel SOPHTLOGIC COMMERCIAL IN CONFI DENCE PAGE 12 Reference Date Functionality A number of queries use this functionality to allow a Date Range to be entered then only records between the set dates will be returned Within the query window Click onto the 1 icon The Reference Date window will appear Enter Date Range AS Date From 31 03 4009 00 00 Date To o 04 2010 00 00 Cancel OF e Enter the Date Range Queries that use the Reference Date functionality generally have some note of it
12. atically Scheduled for Today e Click onto Query Manager User Defined Reporting gt Scroll down to Automatic Queries Automatic Queries Check Today s Schedule System Help Ctrl F1 Open Schedule e Check Today s Schedule Menu Bar Open Browser Submit Wand Sentinel System Help Ctrl F1 If no queries are due to be run for that day no window will display ae If queries do exist Automatic queries scheduled for today Churn runn Bac oe Bante Lost cet Det Com Dies labia As you can see the query we have just created is now in the Hure Seckrescs 4 Day Frege 12 18 2007 TWO LACM Hure Seekrencs 3 Day Frege 12 19 2007 TWO ADMIN Furg Progienti n Not Checbed 1208 2007 11 00 ADMIH Purring Penonnel adders Data 404 122008 0200 ADMIN Flurrirng Teit Progretsi n Step 1002 2010 C00 ADMIH Bureing Albsp Audits Vin 27 04 TO 0530 LAD MIA Rurring irapection gt PSEC Iama 1030 AMI Scheduled for Today list 9000008 0300400 Oke gara aa Actis qus cea bp Fine Sobebye Slstus name apa dats Dase time Laat modified e Click Next to run any query listed A Running Query box will PETE seo ey appear for a few seconds Cancel Other wise close this window and go to Retrieving Results of Automatic Queries next page Retrieving Results of Automatic Queries Query Manager TF Peronnel PAC QueryBurter To see the results of the query that h
13. ck onto SOPHT vault e Click onto Setup The Vault Setup window will appear e Click onto the TUI Accounts window e Click onto the Green Tick icon As you can see the personnel who have a TUI Account will appear Click onto the Persons Name e Click onto the Amend button Amend If the persons name is not in the list e Click onto the Add button The Gateway Interface window will appear with the person s details In the Interface window under Gateway Tab e Enter the Cipher ID gt this will be the Users Name e Enter the Cipher Number gt this will be the Users Name e Enter the Effective From date gt users start date e Enter the Expires As At date gt this will be the date the licence expires e Click onto the Parent Domain arrow e Select the Domain option e Click onto the Add button Add SOPHTLOGIC COMMERCIAL IN CONFIDENCE Fie Ek kanpon SOPHT net Pine Safety i Application Servers Logi Lipat My System Configuration ha i a r FF Fe se x Pring Opting Dieta es p Sytem Hap SirHFl Chere ireke Fira Bear System Melb Cuber Ed akfa Abuk this depletes udd ZPD giat T 5 S a E E EXREEREEREGAAR E RRB AAA AAA ee A Ae bee ol S lt lt lt 73 Cipher Humber DANE MCGOVERN Effective Freee 0412 2006 Expires Aa de 0101 2000 Paot Doman SOPHTOY PAGE 6 This will open the Gateways Details window e Click onto the Gate
14. in the name of the Query gt ie Current Postings Ref Date The Reference Date is set on a per user basis and is stored in the central database so it will be stored for a user regardless of which machine they use to log in from SOPHTLOGIC COMMERCIAL IN CONFIDENCE PAGE 13
15. ways arrow e Click onto the Gateway option e Enter the Username gt users name e Enter the Password gt users name e Confirm the Password gt users name e Click into the Gateway CIPHER Enabled check box e Click onto the Email tab Click onto the Add button e Click onto the Mail Servers arrow e Select the option in the list should only be one e Click into the Description box e Enter the Email Address e Click into the Account ID box e Re enter the Email Address e Enter the Domain Name Usually the Brigade i e Merseyside Bedfordshire Essex Lothian etc e Enter a password best to use the Post code e Confirm the Password e Click onto the OK button As you can see the email information has been entered into the Installed Email Account e Click onto the OK button tele Cipher ID L 2 Cipher Number DIANE MOGOVEAN Eifactive Fiom 04122006 Expres OOo Parent Domai SOPHTT amp SOPHTLOGIC COMMERCIAL IN CONFIDENCE Click onto the OK button Enter The Details Help Gateways SUN NAME S Username SOPHT FP i C CS Password eeeeeeee Confim eecceeee CIPHER Gateway CIPHER Enabled TT Passthrough Disabled Ignore Installed PINs PIN Required At Logon ig EMail Installed PINS PIN Serial Number 4 gt Add Amend Remove Cancel Help Mail Servers SOPHTLOGIC O COCs
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