View the details of a scheduled automation task
Issue/Question
Where we can see the details of the automation tasks that have been scheduled?
Resolution
Automation tasks are managed from the Task Management page.
To view the details of a task you have scheduled:
- Go to the Transactions menu > Automation > Task Management
- Locate the task in the list and click the Row actions menu icon (3 dots)
- Select View to see the task details:
- Tuition tasks - Posting Criteria, Discount Rules, Client Settings
- ePayment tasks - Payment Settings, Family Criteria, Transaction Criteria
⚙️ User Permissions may limit access to this feature or functionality.