Agency Maintenance
Navigate: 
Case Management
> Batch Processes > Agency > Agency
Maintenance
Description
Use this screen to define any details for batch updates to agency-account relationships.
Steps
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On the Agency Account Relationship Batch Update screen, select Daily Run to define a specific day (default) or select Single Run to define a date range for the batch process update to occur.
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Schedule the scheduling option; if you select Recurring schedule, additional fields are available to define the specific dates/times; or accept the Schedule at current date default or define it.
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Click Finish to submit the process to Info Center > Batch Processes > Monitor Batch Processes screen. When finished, select the process to advance to the View Batch Process Details screen from which you can select any reports/output generated as part of the process.
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Click Close to end the task.