Scheduling extracts

1. Click the new extract button on the extracts screen.  The create extract page will open.
2. Select payment by results reconciliation mart on the mart radio buttons.
3. Select the required extract type using the drop down list.
4. Under when to run, select after each inclusion date. This will schedule the selected extract type to run automatically after every inclusion date.

Advanced settings allow users to change the configuration of their extract. If advanced settings are not used the extract will return all available fields. To configure the extract, remove unwanted fields or change the field order, Click the advanced button and follow the instructions in the creating extracts section. 

If you do not want to to replicate the managed service extract go straight to step 4 Save scheduled extract. 

Users wishing to replicate the legacy managed service extract, to be delivered every month by the SUS PbR Publication date, must perform a one-off scheduling and configuration of the reconciliation and post-reconciliation extracts. Users with saved configuration files that replicate the managed service extracts can schedule those migrated files (see saved configuration files).

To replicate the managed service extract.

1 Follow the steps in getting started.

2. Select provider code and commissioner code and under reasons for access. Deselect all other reasons for access.

The extract now needs to be configured to ensure that the fields and ordering reflect the managed service extract.

3. Click the advanced button

4. Click the reorder column.

The list of fields must be updated to reflect the managed service extract.  Download a copy of the managed service filed listings. 

5. Select all fields in the reorder columns window.

6. Right click and select cut. 

7. Open the corresponding field listing file.

8. Select all fields in the field listing text file. 

9. Right click and select cut. 

10. In the reorder columns window, right click and select paste.  

11. Click the save scheduled extract button.

You will need to repeat these steps for each extract type you would like to see data for. 

Once you have set this up all saved scheduled extracts will be run by the publication date shown the SUS publication timetable.

Click save scheduled extract to complete the scheduling process for the selected extract type.

The Extracts screen will be displayed showing the extract with a status of scheduled.

Follow the process for each of the extract types for which a scheduled extract is required.

To delete a scheduled extract, click the delete icon.

Further development of scheduling functionality is planned for the future and users can connect with the development team and influence design decisions using our Trello board, which can be opened from the SUS portal board.