--- title: Schedule or Edit a Process slug: pl-check-links/schedule-or-edit-a-process docTags: createdAt: 2026-02-23T07:45:13.803Z --- Expand the topics below to learn more about scheduling and managing the processes that are included in your calendar on the Process Scheduler page. You can schedule future processes or edit or delete current processes: :::::ExpandableHeading ## Schedule Processes You can manage your scheduled worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.s, reports, and other processes on Process Scheduler, though each type is scheduled a little differently. Expand the sections below to learn more: ::::ExpandableHeading ### Worklists To schedule a recurring report or worklist and add it to Process Scheduler, navigate to the [Dairy Reports/Worklists](docId:53qA-Cejz2iSzC1x8fZ21) page and follow the instructions below: 1. Click the **Schedule** button to open a side panel where you can create an automated schedule for the report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hihMLEPEU48nSfzg5xmXs_scheduleworklists.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/ScheduleWorklists.png" githubPath="Content/Resources/Images/Platform/process-scheduler/ScheduleWorklists.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Use the following guidelines to schedule your report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.: ::: :::Paragraph{listStyleType="disc" indent="2"} Select the date and time to start the process. ::: :::hint{type="warning" indent="2"} **IMPORTANT: **Set the **Day to Start** to a future time, either later today or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached. For example, if you schedule a process to start on Mondays at 5 am, but today is a Monday at 9 am, the enrollment will start next week at 5 am. ::: :::Paragraph{listStyleType="disc" indent="2"} Set the schedule for the process: ::: :::Paragraph{listStyleType="decimal" indent="3"} Set the **Repetition** to "Repeats". ::: :::Paragraph{listStyleType="decimal" listStart="2" indent="3"} Set the frequency and interval for the process. For instance, to run a process weekly, set **Every** to "1" and **Intervals** to "Weeks". ::: :::Paragraph{listStyleType="disc" indent="2"} Click **Schedule**. ::: :::Paragraph{indent="1"} After you schedule your report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen., PULSE shows the **Scheduled** button and Process Scheduler includes the report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.. To view the generated report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen., see [Report History](docId\:t0dqcTNaWxU4HXbqZKdgM) or [Worklist History](docId\:SLeFqTdW67Mpp-k8tmhf6). ::: :::: ::::ExpandableHeading ### Reports To schedule a recurring report and add it to Process Scheduler, select FeedWatch** > **Task Lists**\*\*\*\***Task Lists from the [menu bar](docId\:T93yU--9puoivxMGYpo5g) and follow the steps below: :::hint{type="info"} **NOTE: **Only reports on your [Dairy Reports/Worklists](docId:53qA-Cejz2iSzC1x8fZ21) page can be scheduled and added to Process Scheduler. ::: 1. Click the **Schedule** button to open a side panel where you can create an automated schedule for the report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/y-Yl7GI_nVCTlkqSTeqiv_schedule-report-worklist.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/schedule-report-worklist.png" githubPath="Content/Resources/Images/Platform/process-scheduler/schedule-report-worklist.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Use the following guidelines to schedule your report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.: ::: :::Paragraph{listStyleType="disc" indent="2"} Select the date and time to start the process. ::: :::hint{type="warning" indent="2"} **IMPORTANT: **Set the **Day to Start** to a future time, either later today or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached. For example, if you schedule a process to start on Mondays at 5 am, but today is a Monday at 9 am, the enrollment will start next week at 5 am. ::: :::Paragraph{listStyleType="disc" indent="2"} Set the schedule for the process: ::: :::Paragraph{listStyleType="decimal" indent="3"} Set the **Repetition** to "Repeats". ::: :::Paragraph{listStyleType="decimal" listStart="2" indent="3"} Set the frequency and interval for the process. For instance, to run a process weekly, set **Every** to "1" and **Intervals** to "Weeks". ::: :::Paragraph{listStyleType="disc" indent="2"} Click **Schedule**. ::: :::Paragraph{indent="1"} After you schedule your report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen., PULSE shows the **Scheduled** button and Process Scheduler includes the report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen.. To view the generated report or worklist A worklist is a structured list of tasks or animals requiring attention, typically used to organize and prioritize work. In PULSE and the mobile app, worklists identify animals that need to be seen by dairy workers or animal health experts for specific reasons, such as pregnancy checks or treatment in a hospital pen., see [Report History](docId\:t0dqcTNaWxU4HXbqZKdgM) or [Worklist History](docId\:SLeFqTdW67Mpp-k8tmhf6). ::: :::: ::::ExpandableHeading ### Protocol Task Status Alerts Process Scheduler allows you to create and manage email and text alerts for your dairy's protocol A dairy protocols include a series of treatments or tasks that follow a prescribed order and schedule. Protocols may be defined for reproduction purposes, to treat an illness, or for routine vaccinations. tasks. See [Add and Manage Task Status Alerts](docId:1dK2_LlyvQ2w5b0ycfak0) for more information on setting protocol A dairy protocols include a series of treatments or tasks that follow a prescribed order and schedule. Protocols may be defined for reproduction purposes, to treat an illness, or for routine vaccinations. task alerts. :::hint{type="info"} **NOTE: **Protocol-related processes for OvSynch can be set to automatically run according to your defined enrollment setup. See [Schedule Automatic Enrollment](docId\:kzDEsn56bYQCkDZzOMaTd) to learn more! ::: :::: ::::: ::::ExpandableHeading ## Edit Processes :::hint{type="info"} **NOTE: **Completed processes cannot be edited. ::: 1. Click on a date in the Process Scheduler calendar to open a side panel that displays the date's scheduled processes. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ak_RtVpzUc2jXzscP3xok_dailyview.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/DailyView.png" githubPath="Content/Resources/Images/Platform/process-scheduler/DailyView.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Click a scheduled process to view its details. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5BCaZ92TMtvRxJDqL372W_editprocess.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/EditProcess.png" githubPath="Content/Resources/Images/Platform/process-scheduler/EditProcess.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Complete your edits, then click **Save** to apply your changes. ::: :::: ::::ExpandableHeading ## Delete Processes :::hint{type="info"} **NOTE: **Completed processes cannot be deleted. ::: 1. Click on a date in the Process Scheduler calendar to open a side panel that displays the date's scheduled processes. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ak_RtVpzUc2jXzscP3xok_dailyview.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/DailyView.png" githubPath="Content/Resources/Images/Platform/process-scheduler/DailyView.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Click a scheduled process to view its details. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IwsioOLveaI4RKRCf0_Qz_deleteprocess.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/process-scheduler/DeleteProcess.png" githubPath="Content/Resources/Images/Platform/process-scheduler/DeleteProcess.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Click the trash icon ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/krP7ld0Z2I6yAvIwJPmW__trashcan-gray-on-white22x25.png" size="10" isUploading="false" initialPath="../../../../Resources/Images/icons/trashcan-gray-on-white_22x25.png" githubPath="Content/Resources/Images/icons/trashcan-gray-on-white_22x25.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the upper right corner, then click **Delete** in the system's confirmation pop-up window. The process is removed from Process Scheduler. ::: :::: [\< Return to Process Scheduler OVERVIEW](docId:7ahmCsontjE6HDvyEdy9F)