Siebel Partner Relationship Management Administration Guide > Partner Programs Administration > About Eligibility Administration >

Creating a Refresh Schedule

A refresh schedule determines how often the Analytics Data Load is run for each eligibility list.

Use the following procedure to create a refresh schedule.

To create a refresh schedule (brand owner)

1. Navigate to Partner Programs screen > Membership Administration view.
2. Select the Data Load record for which you want to add a refresh schedule.
3. If the Active flag is checked, click Deactivate to enable updates to the schedule.
4. Set up the schedule.
   1. In the Start Date field, select the first date you want the data load to run.
   2. In the Next Schedule Date field, select the next scheduled date you want the data load to run.
   3. In the Repeat Every field, select the amount of time you want the data load to run.

      For example, if you want it to run every five days, you would select 5.

   4. In the Unit field, select the unit of measure you want the data load to run.

      For example, if you want it to run every five days, you would select days.

   5. In the Until field, select the last date the analytics segment will run.

      For example:

      Start Time: Current date and time

      Next Schedule Date: Current time + 10 minutes

      Repeat Every: 4

      Unit: Days

      Until: Current date + one month.

      This means the data load is configured to be activated after 10 minutes and to run every four days until the following month.

5. Click Activate, then scroll down to the Load History applet, and then click Refresh until the status is Completed.

   The imported records will appear in the Eligibility Partners applet after the data load has run.

6. Click Deactivate.