Automation Status - Revision history

SarahK: /* Available Information */

2024-04-24T13:55:56Z

‎Available Information

SarahK at 20:58, 18 April 2022

2022-04-18T20:58:24Z

SarahK at 19:13, 14 April 2022

2022-04-14T19:13:21Z

SarahK at 22:06, 1 March 2022

2022-03-01T22:06:13Z

John: /* How to use it */

2021-07-01T10:39:43Z

‎How to use it

SarahK: /* Failed Actions */

2020-08-05T21:01:14Z

‎Failed Actions

Andrew at 16:31, 7 April 2020

2020-04-07T16:31:23Z

Matt: /* Cron Task Reporting */

2020-03-12T17:14:19Z

‎Cron Task Reporting

Chance: /* Cron Task Reporting */

2020-03-12T17:08:37Z

‎Cron Task Reporting

Chance: /* Cron Task Reporting */

2020-03-12T16:17:36Z

‎Cron Task Reporting

@@ Line 20: / Line 20: @@
 ==Available Information==
-−
 The page details items completed by a cron run for the selected date:
-−
-* '''Invoices''' - The count of invoices generated.
+* '''Invoices''' — The total number of invoices generated.
-* '''Late Fees''' - The count of late fees applied to invoices.
+* '''Late Fees''' — The total number of late fees applied to invoices.
-* '''Credit Cards''' - The count of successful and declined credit card attempts.
+* '''Credit Cards''' — The total number of successful and declined credit card attempts.
-* '''Invoice & Overdue Reminders''' - The count of any invoice and overdue reminders sent.
+* '''Invoice & Overdue Reminders''' — The total number of any invoice and overdue reminders sent.
-* '''Cancellation Requests''' - The count of any processed cancellation requests. This also details the failed requests.
+* '''Cancellation Requests''' — The total number of any processed cancellation requests. This also details the failed requests.
-* '''Overdue Suspensions''' - The count of successful and failed suspensions.
+* '''Overdue Suspensions''' — The total number of successful and failed suspensions.
-* '''Overdue Terminations''' - The count of successful and failed terminations.
+* '''Overdue Terminations''' — The total number of successful and failed terminations.
-* '''Fixed Term Terminations''' - The count of terminations defined by a product configuration.
+* '''Fixed Term Terminations''' — The total number of terminations defined by a product configuration.
-* '''Domain Renewal Notices''' - The count of any domain renewal emails sent.
+* '''Overdue Invoice Cancellation''' — The total number of overdue unpaid invoices that the system cancelled.
-* '''Inactive Tickets''' - The count of inactive tickets closed.
+* '''Domain Renewal Notices''' — The total number of any domain renewal emails sent.
-* '''Delayed Affiliate Commissions''' - The count of commissions applied.
+* '''Inactive Tickets''' — The total number of inactive tickets closed.
-* '''Email Marketer Rules''' - The count of emails sent for the marketer.
+* '''Delayed Affiliate Commissions''' — The total number of commissions applied.
-* '''Database Backup''' - Was the last database backup setup.
+* '''Email Marketer Rules''' — The total number of emails sent for the marketer.
-* '''WHMCS Updates''' - Was the check for Updates successful?
+* '''Database Backup''' — Whether the system set up the database backup.
-* '''Currency Exchange Rates''' - Was the currency exchange rate update successful?
+* '''WHMCS Updates''' — Whether checking for updates was successful.
-* '''Product Pricing Updates''' - Was the update of product pricing successful?
+* '''Currency Exchange Rates''' — Whether the currency exchange rate updated successfully.
-* '''Server Usage Stats''' - Did the usage information update?
+* '''Product Pricing Updates''' — Whether product pricing updated successfully.
 ==Failed Actions==

@@ Line 3: / Line 3: @@
 The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS.  It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.
-You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' or by clicking the cog (<i class="fa fa-cogs" aria-hidden="true"></i>) icon.
+You can access this feature at '''Utilities > Automation Status''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
 ==How to use it==
-To view the automation status, click any summary graph shown in the Automation Overview widget on the admin dashboard. Or alternatively click the '''cogs icon''' in the top-right corner of the page.
+This page displays a summary of invoice generation activity for the last 7 days and the results and totals from the current day's automation tasks.
-You can browse to earlier days by using the arrow keys, or selecting a date from the calendar.
+You can browse to earlier days by using the arrow keys or selecting a date from the calendar.
 [[File:AutomationStatusPage.png]]
-<div class="docs-alert-info">Be aware that historic automation activity information will only start being recorded from the day you upgrade to WHMCS 7.1 or later</div>
+<div class="docs-alert-info">
 ==Available Information==
 The page details items completed by a cron run for the selected date:
 * '''Invoices''' - The count of invoices generated.
 * '''Late Fees''' - The count of late fees applied to invoices.
@@ Line 38: / Line 42: @@
 ==Failed Actions==
 If you see a number marked as failed items, this indicates some items failed to complete successfully.
-In the case of credit card captures declining, these will be retried automatically based upon your settings defined in  '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
+In the case of credit card captures declining, these will be retried automatically based upon your settings defined in  '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
 For failure items relating to Suspensions, Terminations, Cancellations, etc..., these will be retried daily until successful.  They will also be added to the Module Queue from where you can view and resolve them. See the [[Module Queue]] page for more information.
 ==Historic Data and Trends==
 The graph allows you to view a number of the task metrics over time.
@@ Line 54: / Line 60: @@
 == Cron Task Reporting ==
-<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div>
 From the first daily cron run after upgrading to WHMCS 7.10, detailed information about actions completed will be saved and available in WHMCS.

@@ Line 3: / Line 3: @@
 The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS.  It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.
-You can access this by clicking the cog (<i class="fa fa-cogs" aria-hidden="true"></i>) icon in the Admin Area or at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings''' or by clicking the cog (<i class="fa fa-cogs" aria-hidden="true"></i>) icon.
 ==How to use it==

← Older revision		Revision as of 22:06, 1 March 2022
Line 2:		Line 2:

	The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS. It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.		The Automation Status page gives you insights and information about the daily automation activity that occurs in WHMCS. It provides a way of viewing and monitoring automation activity over time, allowing you to see trends and identify any issues more easily.
		+
		+	You can access this by clicking the cog (<i class="fa fa-cogs" aria-hidden="true"></i>) icon in the Admin Area or at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.

	==How to use it==		==How to use it==

@@ Line 5: / Line 5: @@
 ==How to use it==
-To view the automation status, click any summary graph shown in the Automation Overview widget on the admin dashboard. Or alternatively navigate to ''Utilities > System > Automation Status''.
+To view the automation status, click any summary graph shown in the Automation Overview widget on the admin dashboard. Or alternatively click the '''cogs icon''' in the top-right corner of the page.
 Upon first visiting the Automation Status page, you will be shown a summary of invoice generation activity for the last 7 days, and the results and totals from the current day's automation tasks.

@@ Line 102: / Line 102: @@
 * To Invoice using ID and Edit icon
 * To client using client name
-* To the [[ModuleLog|Module Log]] for the failed task if unresolved
+* To the [[Module Queue]] for the failed task if unresolved
 || The status is the current status of the service
 The error message is message that occurred on cron run.
@@ Line 111: / Line 111: @@
 *To the service/addon using the ID and Edit icon
 *To the client using client name
-*To the [[ModuleLog|Module Log]] for the failed task if unresolved
+*To the [[Module Queue]] for the failed task if unresolved
 ||
 *The status is the current status of the service/addon
@@ Line 121: / Line 121: @@
 *To the service/addon using the ID and Edit icon
 *To the client using client name
-*To the [[ModuleLog|Module Log]] for the failed task if unresolved
+*To the [[Module Queue]] for the failed task if unresolved
 ||
 *The status is the current status of the service/addon
@@ Line 131: / Line 131: @@
 *To the service/addon using the ID and Edit icon
 *To the client using client name
-*To the [[ModuleLog|Module Log]] for the failed task if unresolved
+*To the [[Module Queue]] for the failed task if unresolved
 ||
 *The status is the current status of the service/addon

← Older revision		Revision as of 17:14, 12 March 2020
Line 57:		Line 57:

	From the Automation Status Page clicking on the Cron Task boxes will open a modal that will detail the actions that completed successfully or failed with a link to the appropriate location in WHMCS.		From the Automation Status Page clicking on the Cron Task boxes will open a modal that will detail the actions that completed successfully or failed with a link to the appropriate location in WHMCS.
		+
		+	[[File:CronTaskAutomationModal.png]]

	The following table lists the cron tasks that have additional detail:		The following table lists the cron tasks that have additional detail:

@@ Line 98: / Line 98: @@
 || A list of services that had a cancellation request processed separated by success and failure
 ||
-* To Invoice using ID and Edit icon<br />
+* To Invoice using ID and Edit icon
-* To client using client name <br />
+* To client using client name
 * To the [[ModuleLog|Module Log]] for the failed task if unresolved
 || The status is the current status of the service
 The error message is message that occurred on cron run.
 |-
-| Value || Value || Value || Value
+| Overdue Suspensions
 |-
-| Value || Value || Value || Value
+| Overdue Terminations
 |-
-| Value || Value || Value || Value
+| Fixed Term Terminations
 |-
-| Value || Value || Value || Value
+| Domain Renewal Notices
 |-
-| Value || Value || Value || Value
+| Inactive Tickets
-|-
+|| A list of tickets automatically closed due to inactivity
-| Value || Value || Value || Value
+||
-|-
+* To Ticket using ID and Edit icon
-| Value || Value || Value || Value
+* To client using client name (if a registered client)
 |-
 |}

@@ Line 89: / Line 89: @@
 | Credit Card Charges
 || A list of attempted payments whether successful or failed
 ||
-*The invoice status is the current invoice status
+*To Invoice using ID and Edit icon
-*The error message is the latest decline reason
+*To client using client name
 |-
 | Cancellation Requests