The Automated Processes feature in Argenta handles scheduled background tasks like sending donation acknowledgments, processing recurring donations, and performing data maintenance. Administrators can monitor and manage these automated jobs.
What Automated Processes Handle
- Donation Acknowledgments: Send thank-you emails automatically
- Recurring Donations: Process scheduled recurring gifts
- Data Cleanup: Archive old records, update statuses
- Notifications: Send system alerts and reminders
- Report Generation: Schedule automated reports
Accessing Automated Processes
- Go to Admin or System Administration
- Click on Automated Processes
- View all scheduled and running processes
Understanding the Process List
The automated processes screen shows:
- Process Name: What the job does
- Schedule: When it runs (daily, weekly, etc.)
- Last Run: When it last executed
- Status: Success, failed, or running
- Next Run: When it will run next
Managing Process Schedules
Depending on your permissions, you can:
- View process details and history
- Manually trigger a process to run now
- Pause or disable processes
- Adjust scheduling if available
Common Automated Processes
- Daily donation acknowledgment emails
- Weekly recurring donation processing
- Monthly statement generation
- Nightly data backup/maintenance
- Birthday/anniversary notifications
Troubleshooting Failed Processes
If a process fails:
- Check the process log for error details
- Review recent changes that might have affected it
- Contact Argenta support if needed
- Don't repeatedly retry without understanding the issue
Important Notes
- Automated processes run on a schedule set by your system
- Some processes may run during off-hours to minimize impact
- Failed processes often have notification settings
- Changes to automated processes may require administrator access