# Instance Automation

### 1. **Automatic Status Management**

* The system performs **daily checks** to determine if any survey instance needs a status update.
* **Two status changes are automated**:
  * **Activation**: Changes instance status from **‘Upcoming’** to **‘Active’** when the **start date** is reached.
  * **Completion**: Changes instance status from **‘Active’** to **‘Completed’** when the **end date** is reached.

<figure><img src="https://2195521916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXghW0ssbXnWuCHJfoKRr%2Fuploads%2FZrVl5u6NVvNA0GVBiC6P%2F_Automated%20Completion.jpg?alt=media&#x26;token=d07178b5-90a6-416b-b2e1-388ba64ecf27" alt=""><figcaption></figcaption></figure>

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### **2. Daily Check Time**

* Set a specific **Daily Check Time** in your local timezone.
* The system performs its check **once per day** at this configured time.
* This process is optimized for efficiency — reducing unnecessary checks while ensuring timely updates.

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### **3. Automatic Activation**

* If an instance's start date matches the current date, and the system time matches your Daily Check Time, it will **automatically be activated**.
* Helps maintain a hands-off, reliable survey launch process.

<figure><img src="https://2195521916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXghW0ssbXnWuCHJfoKRr%2Fuploads%2Fe7jxU3TE912whgJiCMBB%2FInstance%20Configuration%20(Automation).jpg?alt=media&#x26;token=b60faffe-643e-4797-859e-6e19a5a5c475" alt=""><figcaption></figcaption></figure>

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### **4. Run Now (Manual Trigger)**

* Use the **Run Now** button to manually trigger the automation process.
* This immediately checks for any instances that qualify for activation or completion, regardless of the scheduled Daily Check Time.

<figure><img src="https://2195521916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXghW0ssbXnWuCHJfoKRr%2Fuploads%2F1FMsFbG6yacv3GJPsOmp%2FRun%20Now%20button%20to%20manually%20trigger%20the%20automation%20process..jpg?alt=media&#x26;token=53a34759-436e-4973-95d1-ab04055e5ad7" alt=""><figcaption></figcaption></figure>
