How to customize the recurring work order repeat frequency?

Updated on March 24, 2021 03:04AM by Admin

Apptivo’s Work Orders app allows you to create and customize the recurring work order frequency as per your business requirements. You can set the recurring work order’s repeat frequency to be weekly or monthly. In addition, you can set the repeat frequency to be a particular date of the month or day of the week.

Steps to follow

  • Login and access the Work Orders app from the navigation menu.
  • Click on the Create button and select Create New Recurring work Order.
Work Orders

  • On the Create Recurring Work Orders page, select the Custom option on Repeat every dropdown.
Create

  • On the Repeat pop-up, select the repeat to be monthly or weekly.
Repeat

  • Select the Repeat on “on day of the month” or “day of the week”.
  • By selecting the “on day of the month”, the recurring monthly work order will be created on the first day of the month(01.01.2021).
Repeat On

  • By selecting the “day of the week”, the weekly recurring work order will be created on every first day of the week. You can enable the day toggle to select the first day of the week.
  • Click on the Save button to update the changes.
Day of the week

  • Then, enter the Start Date and End Date for the recurring work order and create a work order.
Start Date

  • The Recurring Work Order will be created with a custom date.
Created

  • Now, you can view the schedule child recurring work order planned as per your customization.
Schedule