Scheduler Configuration

Scheduler Configuration allows administrators to manage scheduled system job requests. Access Scheduler Configuration from the System Administration page. The Scheduler Configuration screen is shown below:

Scheduler configuration interface showing job details and options to remove or add jobs.

Use the (A) Schedulers drop-down menu to select from system schedulers. There's also an option to (B) Remove Scheduler if needed:

All currently allowed job requests are listed under Allowed Jobs. This list includes the Job Name, if this Is System Job, the current configured number of Instances, and an option to Remove listed jobs

Follow the steps below to add new jobs to the Allowed Jobs list:

To add new job requests to the list, use the drop-down menu beside the Add New Jobs button and select jobs to be added by marking the checkbox next to the job requests you'd like to add.
When the jobs are selected, click Add New Jobs to add these to the list:

Scheduler configuration interface showing job options and settings for data management tasks.

Review the details, then click Save to save your changes.
The jobs are added to the list. Click the red X next to a job to Remove the job. A confirmation appears.
Click OK to remove the job.

Scheduler Jobs Request

NOTE: The list of available job requests is dynamic and varies by application instance. The job requests displayed in the Add New Job Request drop-down menu depend on the features, modules, and licenses configured for the environment, as well as the instance-specific setup.

Document Management and Processing

Job Name	Description
Add Documents Job	Moves newly added documents into storage and registers them against the request.
Add Documents to Request Folder	Places documents into the request folder; this is the job behind the Request Folder upload action.
Import ADX	Imports documents supplied in the ADX package format.
Import Redacted Media	Ingests audio, video, or image files that were redacted outside the application.
Process Scanned Documents	Collects and files documents uploaded by the Scanned Document Service (SDS).
Create Request From Scanned Document	Creates a new request from a scanned intake form.
FOIAXpress OCR	Runs OCR on scanned pages to make them searchable and redactable.
OCR	Performs a secondary text-recognition process.
Create PNG Cache Job	Generates page images used by the document viewer.
Create/Update Dynamic Stamp	Creates or updates dynamic stamps, such as Bates numbers and markings.
Image Operation Job	Performs bulk page-image operations, including rotation, cropping, deskewing, and deletion.
Move Pages Job	Moves pages between documents or folders.
Copy/Move Folder Job	Copies or moves entire document folders.

Redaction and Review

Job Name	Description
Find and Redact	Searches for a term and redacts all matching occurrences.
Find & Unredact Job	Removes redactions that match a search term.
Redact in Full	Applies full-page redactions to selected documents.
UnredactInFull	Removes full-page redactions.
Redact Using AI Assistant	Generates and applies AI-suggested redactions.
Replace Writing Code	Updates exemption or writing codes on existing redactions in bulk.
Apply Review Template	Applies a saved review template, including codes and markings.
Save Review Layer As	Saves a review or redaction layer as a new layer.
Merge Review Layers	Combines multiple review layers into a single layer.
Delete Marked Redactions/Reviews	Removes redactions and review marks flagged for deletion.

Correspondence

Job Name	Description
Send Correspondence by Email	Sends letters and acknowledgments by email.
Send Correspondence By Print	Generates print-ready correspondence for mailing.
Send Correspondence By Save to Disk	Saves correspondence to a server location instead of sending it.
Add Documents to Correspondence Log	Adds documents to the correspondence log.
Download Correspondence Log	Downloads the correspondence log.
Make Correspondence Redactable	Converts correspondence into a redactable document.
Correspondence Permanent Delete	Permanently deletes correspondence items.

Delivery, Export, and Publishing

Job Name	Description
Document Delivery	Creates the final delivery package, including responsive records, determination letters, and invoices.
Save To Disk	Saves selected documents to a server location.
Save To Disk as ADX File	Exports selected documents as an ADX package.
Save To Disk for Print	Saves selected documents in a print-ready format.
Export Preview Job	Generates a preview of an export before the full export runs.
Publish Documents to PAL Reading Room	Publishes released records to the PAL Reading Room.
Add Documents to Reading Room	Adds documents to the Reading Room document set.
PAL Reading Documents Index	Builds the search index for Reading Room documents.

Electronic Document Review (EDR)

These jobs are available only when the EDR module is licensed.

Job Name	Description
EDR - Jobs	Processes document sets submitted for EDR review.
EDR Search Criteria	Runs saved searches against an EDR document set.
EDR Add to Request Folder	Copies selected EDR documents to the Request Folder.
EDR Add to Review Log	Copies selected EDR documents to the Review Log for redaction.
EDR - Create Cluster Set	Groups similar documents into clusters to streamline review.
EDR - Relevancy Score	Assigns relevance scores to documents to help prioritize review.
EDR - Document Conversion	Converts native files into a reviewable image or PDF format.
EDR - Custom Page Count	Calculates page counts using custom rules.
EDR - Delete Data Source Files	Removes source files after EDR processing is complete.

Collaboration and Consultation

Job Name	Description
Send/Save Documents for Consultation	Packages and sends documents for consultation with another office or agency.
Consultation Submission to Collaboration Room	Submits a consultation package to a Collaboration Room for external review.
RFD Submission to Collaboration Room	Submits a Request for Documents (RFD) task to a Collaboration Room.
Request for Documents	Creates and tracks RFD tasks sent to record providers.
Post RFD Record Job	Adds records returned by a record provider to the request.
Export Request For Document Messages	Exports the message thread associated with an RFD task.
Add Collaboration Attachment Job	Imports attachments uploaded in a Collaboration Room into the request.
AddCollabAttachmenttoSource	Copies a Collaboration Room attachment back to its source record.
Add Collaboration Documents to Request Folder	Transfers documents returned from a Collaboration Room to the Request Folder.
Delete Collaboration Document/Message Attachment	Removes documents or message attachments from a Collaboration Room.

External System Integrations

These jobs are available only when the corresponding integration is configured.

Job Name	Description
Relativity Import Production Sets Job	Imports production sets from Relativity.
EDiscovery Import ExportSets Job	Imports export sets from Casepoint eDiscovery.
Sync eDiscovery Redaction Codes	Synchronizes redaction and exemption codes between FOIAXpress and eDiscovery.
Enqueue S2S Request	Queues system-to-system requests, such as requests received from a national FOIA portal.
Pay.gov Online Transactions Flat File	Processes Pay.gov flat files used for online payment reconciliation.
Sync TXDMV Payment Details	Retrieves payment records from the Texas DMV integration.

Reporting

Job Name	Description
Background Custom Report	Runs a custom report in the background.
Background Billing Report	Generates billing and fee reports in the background.
Export CSV Report Job	Exports a report in CSV format.
Export Annual Report	Generates the annual FOIA report.
Export Annual Report PDF	Generates the annual FOIA report in PDF format.
Export Annual Raw Data CSV	Exports annual report source data as a CSV file.
Export Annual Raw Data XLSX	Exports annual report source data as an Excel workbook.

Request Administration and Bulk Actions

Job Name	Description
Mass Assignment	Reassigns multiple requests to a different user or queue.
Mass Request Close	Closes multiple requests in a single operation.
Mass Request Stop Clock	Applies a stop-clock period to multiple requests.
Auto Forward Task	Automatically forwards tasks when no action is taken within the configured period.
Fetch Task	Assigns the next available task from a queue.
Delinquent Requester	Flags requesters with unpaid fees or overdue balances.
Request Retention	Applies retention and disposition rules, including archiving and scheduled deletion.
Batch Job	Executes bulk operations submitted through the user interface.

Maintenance and Housekeeping

Job Name	Description
Delete Job	Deletes documents or pages in the background.
Delete Recycled Requests	Permanently removes requests from the Recycle Bin.
Delete Audit Logs	Removes audit log entries according to the configured retention policy.
Delete Scheduler Trace Files	Removes scheduler trace and debug files.
BackfillRedactedPagesCache	Rebuilds cached page images for previously redacted documents.
Auto Update Old Delivery Jobs	Updates or clears delivery jobs left incomplete by earlier runs.
Import Role Migration	Imports roles and permissions from another environment.
Export Role Migration	Exports roles and permissions for use in another environment.