How To Setup Recurring Work Orders

NAVIGATION: MAINTAIN menu > Recurring Work Orders

  1. Leave Recurring Object # blank
    1. The system will assign the number when the Recurring Work Order template is saved
  3. In the TYPE field, select one of the following:
    1. Site
    2. Fixed Asset
  4. In the STATUS field, select ACTIVE.
    1. Current recurring work order templates may be made inactive if they are no longer used.
  5. Enter or select the Site Number (enter Area, Community and Unit Number)
  6. Enter Work Order Note information.  The note should be the description of the work to be done, i.e., Mop 1st floor hallway.
  7. Select a Category code.
  8. Select the Frequency of the Recurring Work Order.  Available options:
    1. Annually
    2. Biweekly
    3. Daily
    4. Monthly
    5. Quarterly
    6. Semi Annually
    7. User Defined
    8. Weekly
  9. Enter the number of Days to Finish
  10. Enter a check mark in the appropriate day of the week.  
    1. If the Frequency is Daily, the user would check all the day boxes.
    2. If the Frequency is Semi Annually, the user can perform that task on Mondays only by checking the “Monday” box
    3. If the Frequency is Weekly, the user can check which days to perform the task
  12. Enter or select a Next Scheduled date
    1. NOTE:  When Recurring Work Orders are created, the Next Scheduled and Last Completed Dates will be updated by the system
  13. Select one of the following Assigned To options:
    1. Both
    2. Contractor
    3. Internal
  14. Click SERVICE CODES 
  15. Select a Service Code from the list.  Tab through the line, entering or assigning Room and Floor information if applicable, until the Service Code information drops into the Table/Grid area
  16. Click COMMENTS to add general comments to the Recurring Work Order in the text area.  
  17. Click the arrow beside the Save icon and select “Save and clear view”.

See Also:

3/2021

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