Common Features

Reference — Shared controls used across modules

Several modules share the same controls. They are explained here once; the relevant module pages link to this page instead of repeating the detail.

Schedules & Recurrence

When you click the Schedule button on an SLA (or anywhere else in the platform that uses scheduling — Contract Transactions, Customer Billing, etc.), a Schedule popup opens. The configuration options are the same across all modules.

Note: This Schedule popup is a shared component used throughout Contract intELIEgence. The options described here apply wherever you see a Schedule button.

Timing Mode

At the top of the popup, choose one of two timing modes:

Mode	Description	Options
Every	Run at a fixed interval.	5 minutes, 10 minutes, 15 minutes, 30 minutes, 1 hour, 2 hours, 4 hours.
Time	Run at a specific time of day.	Select a time in 15-minute increments (00:00, 00:15, 00:30, ... 23:45).

Frequency Options

Below the timing mode, select how often the schedule runs:

Daily

Runs every day at the configured time. An additional Every Weekday option excludes weekends (Saturday and Sunday).

Weekly

Runs on selected days of the week, with a configurable interval:

Every [N] week(s) on — set the number of weeks between runs (e.g. every 1 week, every 3 weeks).
Select one or more days: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday.

Monthly

Runs on a specific day of selected months:

On day [N] of — set the day of the month (e.g. 1, 5, 15).
Select one or more months: January through December.

Yearly

Runs once a year on a specific day of a specific month:

Day [N] of every [month] — set the day and select the month from the dropdown.

Message Panel

The Message Panel displays a human-readable summary of the configured schedule in red text. This updates automatically as you change settings, so you can confirm the schedule is correct before submitting. Examples:

"Schedule to run every day @ 00:15"
"Schedule to run @ 00:15 on Monday, Tuesday every 3 weeks"
"Schedule to run @ 00:15 on 5 every January, May, June, March"

Click Submit to save the schedule, or Cancel to discard.

Where the Schedule is used

Module	The schedule controls…
SLA	How often the SLA rule is evaluated.
Cost Tracker	How often usage data is fetched (inherited from the customer’s billing schedule).
Performance Tracker	How often the metric is captured.
Contract → Transaction	How often transactions are pulled from the connector.
Customer → Billing	How often billing/usage data is collected.

The recurrence builder

The same Daily / Every Weekday / Weekly / Monthly / Yearly pattern is reused — to define a repeating date range rather than a run frequency — in Variable Pricing events (Cost Tracker) and Service Periods (Organisation → Catalogs).

More shared controls (list / import tables, RAG & risk indicators, file uploads) will be added here over time.