Maintenance Best Practices
As an VMS Sync Admin, there are actions you should take daily, monthly, and quarterly to ensure data accuracy and system health. This article covers best practice maintenance tasks to keep your VMS Sync integration up to date and running smoothly.
Admin Users following the routines below should be very familiar with your ATS Job requirements and VMS integrations, and be empowered to make decisions on behalf of your company.
Daily Best Practices
Establish a daily routine to proactively identify changes or identify issues. A typical daily routine may include the following tasks:
- Check your Credentials List Page for disabled logins.
- Link new values in your Company Mapping and Skill Mapping dashboards.
- Audit your Position List Page for any delivery delays.
- Check your Submittal Mapping if you are a Submittal user.
Monthly Best Practices
The following tasks should be done on a monthly basis:
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Review the VMS Sync Release Notes monthly to ensure you're up to date on the latest product improvements and features. See the Release Calendar for Release Dates.
Quarterly Best Practices
Additional maintenance is recommended quarterly:
VMS Sync Support can provide you with any of the data Exports below.
- Export and review your Rules to identify opportunities to update logic.
- Export and review your Company Mapping and Export Skill Mappings for opportunities to update.
- Export Positions List for analysis.
- Check Account Settings and any black lists for Status Mapping
- Prompt users to review their User Preferences. For example, users may want to adjust their email notification settings for Customer of Credential level Status Mappings.