Record Collections Viewer Job Tracker Tool

Estimated Reading Time:  6 minutes

Overview

The Record Collections Viewer Job Tracker displays bulk data operation jobs created for a record collection. Import and Export data includes the start and end dates, total records processed, and the current status of the job. Each job includes a Job Details panel that further defines the Bulk Record Data Import and Bulk Record Data Export process.

The Job Tracker also details information on how many records were successfully processed in a batch and produces audit logs for analysis.

The  Job Tracker provides the following benefits:

  • View the current status of records being imported or exported.

  • Download previously imported or exported record files.

  • Audit imported records.

What You'll Learn

After completing this article, you’ll understand how to navigate and use the Record Collections Viewer Job Tracker, including how to view individual job details.

Accessing the Record Collections Viewer Job Tracker

To access the Job Tracker page from the Workspaces view:

1. In the Workspaces view, navigate to and select a Workspace.
2. Under Data Elements, click Record Icon Record Collections.

NOTE  If a workspace does not have record data, no collections display in the Records Collection list.

3. Navigate to a collection. From the Actions column, select Job Tracker.

Understanding the Job Tracker

The job tracker displays all import and export jobs for a record collection. Here, you'll find the status and additional details for any ongoing or completed job.

A static image displaying the Record Collections Job Tracker page.
(click image to expand)

 

Setting

Description

1

Actions ▾

Actions include:

2

Job Tracker List

Displays a list of current or finished Imports and Exports for the record collection.

3

File Name

The name of the file that's been imported/export. Imported records display the file type.

4

Type

The type of Job completed. Types include Import or Export.

5

Start Date

The date and time the job was started.

6

End Date

The date and time the job was completed. Jobs in progress do not have a specified end date.

7

Initiated By

The user account that started the import/export.

8

Rows Processed

Displays records successfully processed compared to total records in the import/export. The first number is the total number of records successfully processed. The second number is the total number of records in the file.

9

Job Status

The current state of the job. Job Status includes the following states:

  • IN PROGRESS: The import/export is still processing the file(s).

  • COMPLETED: The import/export is complete.

  • CANCELED: The import/export has been manually stopped.

  • RAN WITH ERRORS: The import is complete but has reported issues. View the Audit Log for more details.

  • FAILED: The import/export failed. Click View Details for more information.

10

Action

Click View Details to display more information about an import or export job.

About the Job Tracker's Export and Job Details Panels

Export Panel

The Job Tracker Export Details window.

The Export Details window displays the current status and results of an export job.

 

Setting

Description

1

Job ID

The unique identifier for the job. Also displays the start time, date, and the user who initiated the job.

2

Overall Job Status

The current state of the job. Job Status includes the following states:

  • IN PROGRESS: The import/export is currently processing the file(s).

  • QUEUED: The batch file is waiting for another job process to complete before processing.

  • COMPLETED: The import/export is complete.

  • CANCELED: The import/export has been manually stopped.

  • FAILED: The import/export failed.

3

Refresh button Refresh

The name of the file that's been imported/exported. Imported records display the file type.

4

Stop Job

The type of job completed. Types include Import or Export.

5

All Batches  |Open Dropmenu icon

(Batch Status)

Displays batches based on their status. Statuses include:

  • All Batches: Displays all batches and their statuses in the export job.

  • Queued: Display only batches that are waiting to be processed.

  • In Progress: Display only batches that are currently being processed.

  • Completed: Display only batches that have completed exporting.

  • Ran with Errors: Displays completed batches that were processed with errors.

  • Failed: Displays batches that were unable to process.

 

Export List

Displays individual batches in an export job by their Batch ID. Use the Batch Status drop-down to display only batches with certain status types.

6

Batch ID

The user account that started the export.

7

Start Time

The date and time the job was started.

8

End Time

The date and time the job was completed. Jobs in progress do not have a specified end date.

9

Status

Click View Details to display more information about an import or export job.

10

Processed

Displays records successfully processed compared to total records in the export. The first number is the total number of records successfully processed. The second number is the total number of records in the file.

11
Download

Click download to download the completed export file. The file saves to your computer's default download location. The Batch ID value of the export is included at the end of the file name. For example, {{exportName}}-0.json, {{exportName}}-1.json, {{exportName}}-2.json, and so on.

Job (Import) Details

The Job Details panel contains all information related to a bulk import operation. Information includes the current status of the import, the name of the file being imported, and a list displaying the file's import progress.

TIP  To learn more about importing records, view our Bulk Record Data Import article.

A static image displaying the Job Tracker Import Window

 

Setting

Description

1

Job ID

The unique identifier of the job. Also displays the start time, date, and the user who initiated the job.

2

Overall Job Status

The current state of the job. Job Status includes the following states:

  • IN PROGRESS: The imported file(s) are still processing.

  • COMPLETED: The import is complete.

  • CANCELED: The import has been manually stopped.

  • RAN WITH ERRORS: The import is complete but has issues. View the Audit Log for more details.

  • FAILED: The import failed.

3

Refresh button Refresh

Refresh the import job's details. It disappears once the import job completes processing records.

4

Stop Job

Stops the import job if it is still processing. It disappears once the import job completes processing records.

5

All Batches  |Open Dropmenu icon

(Batch Status)

Filter batches based on their status. Statuses include:

  • All Batches: Displays all batches and their statuses in the import job.

  • Queued: Display only batches that are waiting to be processed.

  • In Progress: Display only batches that are currently being processed.

  • Completed: Display only batches that have completed importing.

  • Ran with Errors: Displays completed batches that were processed with errors.

  • Failed: Displays batches that were unable to process.

 

Import List

Displays individual batches in an import job by their Batch ID. Use the Batch Status drop-down to display only batches with certain status types.

6

Batch ID

The user account that started the import.

7

Start Time

The date and time the job was started.

8

End Time

The date and time the job was completed. Jobs in progress do not have a specified end date.

9

Batch Status

Displays the current status of the batch. Batch Status includes the following states:

  • IN PROGRESS: The imported file(s) are processing.

  • COMPLETED: The import is complete.

  • CANCELED: The import has been manually stopped.

  • FAILED: The import failed.

10

Processed

Displays records successfully processed compared to total records in the Import. The first number is the total number of records successfully processed. The second number is the total number of records in the file.

11

Audit Log

Click download to download the Import job's audit log.

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