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How to create a recurring job card

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over a year ago

Creating a recurring job card allows you to automate scheduling for repetitive tasks. Follow these steps to set up a recurring job card.

Steps to Create a Recurring Job Card:

  1. Schedule Your Job Card:

    • Begin by scheduling your job card with the initial details and technician assignment.

  2. Access Recurring Options:

    • After scheduling, look for a button labelled "Add a Repeating Record" or similar.

    • Click on this button to open the repeat scheduling section.

  3. Set Recurrence Options:

    • Within the repeat scheduling section, you will find various options to specify how you want your job card to repeat.

    • Common options include:

      • Frequency: Choose how often the job should recur (daily, weekly, monthly, etc.).

      • Interval: Specify the interval between each recurrence (e.g., every 2 weeks).

      • End Date: Set an end date for the recurring schedule if necessary.

      • Days of the Week: Select specific days if the job recurs weekly.

  4. Save the Recurring Job Card:

    • Once you have configured the recurrence options, save or update the job details.

Your job card will now be set to recur according to the specified schedule.

Additional Resources:

For more detailed instructions on setting up recurring job cards and managing scheduling options, refer to the "Recurring Job Management FAQ".

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