Updated: April 11, 2025 10:41am

Task Scheduler

The Scheduler user interface in Tech Toolkit enables users to adjust the timing and other settings of the currently defined tasks. End users cannot manually add new tasks to Scheduler at this time (like you can with Windows Scheduler); however, certain Prism features such as markdowns, price changes and updating SRO quantities can be scheduled from within the Scheduler tool (which will add a task to Scheduler). The main use for the Scheduler UI in Tech Toolkit, is to provide an easy way for users to adjust the settings of existing scheduled tasks such as time of day to run, interval/how often (daily, every other day), or to turn a task off.
Prism Task Scheduler tasks:

Task Description
Cleanup PI Sheet When a user deletes a PI sheet, the UI filters the sheet from the display; however, the actual deletion is handled behind the scenes by the "Cleanup PI Sheet" task in Tech Toolkit Task Scheduler. The task will run once a day by default. You can configure it to run more or less often as needed.
Customer History Daily Process This process repeats every 15 minutes. It generates Customer History records from POS transactions and customer orders.
Customer History Initialize Process This is a one-time operation set to run during the night after  the new CH feature is first installed. This process generates CH records from past transactions. After that, the CH Daily process is responsible for generating CH records as customer transactions are created.
Purge Resource When a user purges the Personal and Identifying Information of a customer or employee using the PII Removal Tool, the information is not deleted immediately. Instead, the data is sent to the Scheduler to delete once the 'Purge Resource' scheduler task runs.
Purge Scheduled Task Run records This is a system housekeeping task that clears out past task run history records based on the value in DaysOfRunHistory field in each task record. A value of 0 means keep all task run records. A value greater than 0 means keep only the most recent days. All repeating tasks, should have an appropriate number of "keep" days otherwise the DB will be overloaded needlessly.
Update active season This task updates the Active Season, if needed, based on the date range for Seasons defined in Prism preferences. The Active Season is used for seasonal pricing and is displayed in Subsidiary and Store records

For details see the Tech Toolkit topic.