Recurring Work Orders

 

You can now add recurrence to your work orders by configuring these settings when you create a new entry.  The Recurrence tab shows the available settings for recurring work orders:

Click the 'Make This Item Recurring" box to enable recurrence.  Select whether the item will repeat monthly, daily, every 7 days, or select a custom number of days and enter those in the 'custom # of days' field.

In the "Repeating" field, specify how many times the item should repeat.  You can have the item repeat indefinitely, a specific number of times, or until a specific date.  Regardless of the setting you choose here, the recurring items will only appear in your work order list when they have been generated - for example, if your settings generate a set of work orders on Sept 1, Oct 1, Nov 1, and Dec 1 - and today's date is Nov 10th, you'll only see the entries for Sept 1, Oct 1, and Nov 1.  The Dec 1 entry will not appear until Dec 1 or later.

You should specify a start date for the recurring work orders to appear.  This date is important - here's why:

The actual work order you're duplicating (or recurring) is set up on the General tab. Most of the information set on this tab will be duplicated, including the description and work details, type, status, priority, status, and the tenant/property/building it is assigned to.  The first work order generated will be set according to the Opened date specified on the General tab.

The next recurring work order generated will occur on the Starting On date of the Recurrence tab.  This is the first child recurring entry.  Subsequent child entries will be created based on the recurrence settings you specify.

So, as an example, you create a work order with an Opened date (on the General tab) of Oct 12.  You specify a monthly recurrence starting on Nov 1, recurring four times.  You'll get the original work order with an Opened date of Oct 12, and (when today's date is Nov 1 or later), you'll see the first recurring entry for Nov 1.  As time moves forward, you'll see the Dec 1 entry, the Jan 1 entry, and the Feb 1 entry.  Because you've specified a limit of 4 times, the recurrence will then stop.