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:
Ask for the Topic you want to monitor.
Once the requested Topic is returned on the Advisor, navigate through the Topic Card and click on the "Alert" icon on the bottom.
Choose the correct Alert Type - "Schedule Topic" - and click on "Select".
At this point, you can choose the moments and frequencies of the reports:
Define a start date (day and hour)
Define whether or not it is recurrent, and if so, choose
The frequency of repetition (daily, weekly, monthly, yearly)
The specific weekdays of repetition, where applicable (e.g. every week on Wednesdays)
Check the recap of the next notification
Click on "Schedule" to confirm and activate the Topic Scheduling on the chosen 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.
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.
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:
When the notification arrives, open the Notification Center and read it. This notification signals that the time has come to check on a Topic.
To delve deeper, simply tap on the notification and you'll be redirected to the Advisor.
You will then see the Topic monitored with an intro message telling you the time has come to check on your 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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