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  • Deactivating a marketing campaign and deleting its uncompleted events

    Overview You have a campaign that is no longer active, and its uncompleted items are piling up in the queue. You would like to set this campaign as inactive and delete these uncompleted events, but ke...

  • How would an investment referral auto match with a savings account?

    Overview One of your employees created an investment referral. It looks like it auto-matched with a savings account as well, so you are wondering how an investment referral would auto-match to a savin...

  • The 'MUU_Insert_Exception' job is not running

    Overview You notice that the MUU_Ready_File_Check job never kicked off the MUU_Insert_Exception job, despite the MUU_File_Check job having run successfully and that the BANK files and 'ready.txt' file...

  • The 'MUU_Insert_Exception' job is taking longer than usual to be fully executed

    Overview You ran an Automated (MUU_Insert_Exception) Job at night, but it takes longer than usual (over 4 hours) to run and some files just don't move from the DataFiles folder to the Processed folder...

  • Deleting expired tasks in the queue

    Overview You want to delete a list of tasks that are expired and are still shown in the queue.   Information Deleting expired tasks in the queue involves database modification scripts that might damag...

  • How to back DB Tables up

    Overview You are about to modify a Table in CoreTrac, and you want to make a Back up of that table to avoid losing data.   Information To back up a table, complete the following steps: Take note of th...

  • Deleting all the items in a non-used queue

    Overview Your organization is not using currently the trigger of a queue within ResourceOne (R1), and this information is taking up a lot of storage, so you want to delete all the items that are liste...

  • How to Pause & Resume a process in ResourceOne

    Overview There is a process that is adding data to one of your queues and you would like to stop it since it is not in use at this moment. Also, you want to resume the same process at any moment.   In...

  • Checking Job errors in the Job History screen

    Overview You want to know the status of a recently executed job, to confirm if the execution of it (or any step of it) returned any error (like a duplicated value).   Information Jobs are created base...

  • Request To Map User Initials

    Overview You have a new employee and need to map user initials to EKEY_ID (Employee Number).   Information Mapping user initials to a user indeed is a process that requires logging into the database, ...