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The Aico Document

Modified on Fri, 10 Feb 2023 at 02:06 PM

This article will walk you through the sections in the Aico Document in the Task Parameters.

To set the Task Parameters in an Aico document:

Click on Manage

Select Task templates

From the page that loads, you can:

1. Open a new template

2. Open an existing template from the list of any you have already set up

Once in your chosen template, scroll down the page to the area entitled Task parameters.

1. Aico integration - Automation manager is typically integrated with just one Aico system. Therefore "Aico" will most commonly be the only choice available here. This will mean it is always automatically set and needs no maintenance. 

2. Aico document template - choose the appropriate template for the task. Note that the Aico document headers described in the next article will not appear until the document template is set as this determines which headers can be set in the task template.

3. Copy attachments - this simply copies the specified attachments uploaded to the task template to the Aico document. For example, attaching a pdf containing task instructions. 

4. Number of approvers - choose the number of approvers required for this task. Note that the document template will affect the options available. If you have set one approver with dynamic approvers ticked in the Aico document template, then you will only be offered 0 and 1.  If you have set one approver but NOT ticked the dynamic approvers in the Aico document template then you will only be offered 1 (not 0).

5. Refresh interval - this interval is set in hours and determines how frequently Automation manager should run the actions that you have configured on the Run calcuations/Refresh action on the Aico document template.

Warning! Do not leave this empty. If you do not want the document to refresh but simply be monitored by Automation manager, then set 0. This is the most common setting for closing tasks.

6. Refresh after end time - This will keep the task running after the end time of the schedule group. It is only ever used in the test environment as we are often testing against old periods and should never be set in the production environment.

7. Refresh after completion - This is predominantly used in Account reconciliation where we do not want to complete the task when the Aico document is completed by the User as we are still monitoring the ERP for changes in the data. This setting is often hidden in a customer environment.

8. Import template - used to import data into the Aico document headers and/or rows. 

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