Topic Scheduling

This page describes the Topic Scheduling Alert.

Topic Scheduling is one of the possible Data Analysis techniques that Crystal can apply to Topics to monitor changes in time, and for which you can receive a specific Alert notification.

This is how it works.

What is Topic Scheduling

Pills of Data Analysis

This type of Data Analysis focuses on obtaining instant snapshots of data at specific moments in time.

You can use this type of Alert when you want to be notified on a Topic in order to compare its status at different moments in time.

When you set this type of Alert, you can decide the moments and frequencies of the reports that you are programming.

Set a Topic Scheduling

You can activate a Topic Scheduling by setting it up from a Topic Card.

Remember

As of now, you can set up to 10 Topic Scheduling Alerts at a time.

Set from Topic Card

You can schedule a Topic from the Topic Card, like this:

1. Ask for the Topic you want to monitor.

2. Once the requested Topic is returned on the Advisor, navigate through the Topic Card and click on the "Alert" icon on the bottom.

3. Choose the correct Alert Type - "Schedule Topic" - and click on "Select".

4. At this point, you can choose the moments and frequencies of the reports:

   1. Define a start date (day and hour)

   2. Define whether or not it is recurrent, and if so, choose

      1. The frequency of repetition (daily, weekly, monthly, yearly)

      2. The specific weekdays of repetition, where applicable (e.g. every week on Wednesdays)

5. Check the recap of the next notification

6. Click on "Schedule" to confirm and activate the Topic Scheduling on the chosen Topic

Schedule a Topic

Remember

This capability is available for both Configured Topics and Auto-generated ones.

Check for the Activation

At this point, Crystal will give you feedback about the result of your request.

Feedback about the Request

These are the possible scenarios:

• Alert set correctly

• Alert already active

• Alert limit reached

• Technical errors (not enough data, not applicable, no network, etc...)

To make sure that the Alert was set correctly, you can also check your Account's Alerts Section, where you'll find it along with other active Alerts.

Check for Alert Activation

Once the Topic has been scheduled, just wait until the programmed time comes.

Receive a Topic Scheduling Notification

When the programmed time comes, you'll receive a notification in the Notification Center.

This is what will then happen:

1. When the notification arrives, open the Notification Center and read it. This notification signals that the time has come to check on a Topic.

Scheduled Topic

1. To delve deeper, simply tap on the notification and you'll be redirected to the Advisor.

2. You will then see the Topic monitored with an intro message telling you the time has come to check on your Topic.

Scheduled Topic

Please Note

When you receive the scheduled Topic, you can see the Topic with the Dynamic Time Filters that were applied on it at the time of scheduling, and you will see them update in time.

This is it: you can now make better decisions, by quickly adapting to the turns of events!

How Does It Work?

Once you schedule a Topic, Crystal keeps in memory the time and frequency parameters you set and alerts you when they are are fulfilled. .

At this point, Crystal takes a snapshot of the Topic and sends it to you.

Rules

• Topic Scheduling is available for all the existing Topic Objectives

Limitations

• There's a limit of 10 Topic Scheduling Alerts running at a time

• Topic Scheduling can be requested on one Topic at a time only

• At the moment, it is not possible to edit Alerts yet. If you need to modify the details of your Scheduled Topic, just delete the Alert and create a new one.

• Be careful when modifying or deleting a Topic with an active Topic Scheduling Alert, as this may impact the outcome of the Topic update you will end up receiving.

Keep analyzing your data!

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