Manage Schedules
Version 1.3
This topic details how to view and manage Schedules for Storage Policies. Use Schedules to determine when your Storage Policies are applied. Multiple Schedules and Storage Policies can be configured to provide fine control of your data storage. This is achieved by setting which conversations to move/archive/purge using Storage Policies (see Manage Communication Recording Agent Policies) and then when to apply those policies using Schedules.
Schedules can be configured to apply policies at specified frequencies, at specified times, and at specified time zones. These frequencies include minutes, hourly, daily, weekly, monthly, and yearly.
Note
Schedules can be used by multiple Storage Policies at once, or just one policy if needed. This topic covers how to view and manage Schedules in Configuration > Configure (underCommunication Recording Agent) > Schedules. However, Schedules can also be created when configuring Storage Policies. For more information on creating new Schedules when configuring Storage Policies, see Manage Communication Recording Agent Policies.
New in this Article:
Version 1.1 of this article has the following general updates:
Screenshots have been updated to reflect enhancements on the Schedules page.
Instructions updated to reflect adjustments to the navigation steps required to access the Schedules page.
Version 1.2 of this article has the following general updates:
U-Capture is now the Communication Recording Agent. This product name change has been made throughout the article, but may not be present in every aspect of the product at the time of reading.
Version 1.3 of this article has the following general updates:
The FAQs section below has been added to provide quick, actionable answers to common questions.
Various sections have been edited to enhance clarity, usability, and consistency.
Version 1.4 of this article has the following general updates:
A video has been added to demonstrate the steps to create a new Schedule.
Schedules - FAQs
The following answers common questions about Communication Recording Agent Schedules, and provides links to further reading on each subject.
Q: How do I create a new Schedule?
A: Go to Configuration > Configure (under Communication Recording Agent) > Schedules, then set up the Name, Description, Schedule Type, frequency timing, and time zone. Review the summary and click Create. For more information, click here.
Q: Where can I view all my existing schedules?
A: Navigate to Configuration > Configure (under Communication Recording Agent) > Schedules to see a list showing each Schedule's name, description, frequency, time, and affected policies (both active and disabled). For more information, click here.
Q: Can I edit a Schedule after it's created?
A: Yes, but only if the Schedule is not being used by any active policies. Click the arrow next to the Schedule, then click the Edit Pencil under Schedule Details > Frequency to make changes. For more information, click here.
Q: What happens when I delete a Schedule?
A: Deleting is permanent, with no undo option. Schedules that affect active policies cannot be deleted. To delete, use the Three Dots or select multiple Schedules and click the trash bin icon. For more information, click here.
Q: Can one Schedule be used by multiple Storage Policies?
A: Yes, Schedules can be used by multiple Storage Policies at once, or just one policy if needed. This enables you to apply the same timing configuration across different policies, resulting in better efficiency and consistency in your data management.