---
title: "Scheduling Services"
slug: "scheduling-services"
updated: 2026-07-31T13:54:47Z
published: 2026-08-10T20:04:11Z
canonical: "help.idibilling.com/scheduling-services"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling Services

The Scheduling Service is a mechanism that runs the automated jobs. Typically there is one service - ***CG Master Service*** under which all jobs run. Some systems may use a second ***remote*** service for provisioning jobs.

Managing scheduling services is an admin-level function reserved for authorized IDI associates or ***power*** users. These users can:

- [Add or edit](/v1/docs/adding-and-editing-a-scheduling-service) a Scheduling Service.
- [Delete](/v1/docs/deleting-scheduling-services) a Scheduling Service.
- [Refresh](/v1/docs/refreshing-the-scheduling-list) the list.
- View Jobs associated with a Scheduling Service.

Non-admin-level users with the applicable permission can also view the jobs under a scheduling service and from there edit a job to adjust the schedule, run a job manually or view a job's history. See [Managing Jobs](/v1/docs/managing-jobs).

To view existing Scheduling Services:
- Click **Applications > Job Schedule Management > Scheduling Services**.

This displays the Scheduling Services form.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87626(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A44Z&se=2026-11-14T12%3A19%3A44Z&sr=c&sp=r&sig=YitYY%2Fi9XkP8NmXmbEIjFpDz7%2FRy8J4oLgw3JbUBEm0%3D)

| Service ID | System generated. Unique ID assigned to each service. |
| --- | --- |
| Name | Name of the service. |
| Machine Name | Physical name of the machine where the scheduling service exists. The machine name from which the service is added. Automatically populated. |
| Access Key | Required to manage the service and its associated jobs This key must match the one defined on the Scheduling Service Configuration form. The service looks for Scheduling Service items that have a machine name and access key that match its configuration. The default access key can be changed. Once a Scheduling Service starts, changes to this field are ignored until the next time the service is started. |
| Description ***(optional)*** | Description of the service. |
| Status | Current status of the service. Options are Enabled and Disabled. |
| Last Poll Date | Date and time the service was last polled for jobs. |
| Version | Version of the IDI platform software. |
| User Name | Displays the name of the user who is scheduling services. Once a Scheduling Service starts, changes to this field are ignored until the next time the service is started. |
| Last Modified | Most recent Date and time the Scheduling Service was changed. |

#### Job Scheduling Management Permissions

Permissions for all IDI Desktop Client functions are available via Admin Console > **Security** > **Profiles** > **Permission Profiles**.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87637(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A44Z&se=2026-11-14T12%3A19%3A44Z&sr=c&sp=r&sig=YitYY%2Fi9XkP8NmXmbEIjFpDz7%2FRy8J4oLgw3JbUBEm0%3D)

The permissions related to job scheduling management are located under **Applications** > **CostGuard Client** > **Job Schedule Management**.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/87640(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A19%3A44Z&se=2026-11-14T12%3A19%3A44Z&sr=c&sp=r&sig=YitYY%2Fi9XkP8NmXmbEIjFpDz7%2FRy8J4oLgw3JbUBEm0%3D)