Schedule - Recurrence
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This article provides an overview of how to create recurrence in a work order. In addition to that, this article will also provide information and details regarding the Recurrence feature.
In this article:
- Overview
- Activate the Recurrence Feature
- The Work Orders Which are Suitable for the Recurrence
- Create Recurrence for An Existing Work Order
- Entering Recurrence Details
- Schedule Recurrence Server Configuration
Overview
Vonigo provides you with Recurrence features, to optimize and make it easier to work with scheduling Work Order. Scheduling Recurrence enables you to automatically repeat Work Orders on the Schedule based on a custom time range and frequency. The initial Work Order's details, such as the Client Account, the duration, the location and time, the charges, and the route, are carried forward to each subsequent Work Order in the Recurrence group.
Activate the Recurrence Feature
To activate the recurrence feature:
Contact the Vonigo Customer Success Team to activate the Recurrence Feature.
The Work Orders Which are Suitable for the Recurrence
These are the criteria of the Work Orders that are appropriate for recurrence:
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The Work Order must have an Open status, meaning it is neither Complete nor Archived.
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If the Work Order belongs to a Job, the Job must also be Active.
Create Recurrence for An Existing Work Order
Recurrence can only be created for existing Work Orders. Once the Recurrence is successfully created, it will add all the future Work Order in the Recurrence group to the schedule automatically.
To Create Recurrence for Work Orders through Schedule
To Create Recurrence for Work Orders through Schedule
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Select Schedule.
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Click on the desired Work Order.
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A new window will pop out, Click the Create Recurrence.
To Create Recurrence for Work Orders through Open Work Orders
To Create Recurrence for Work Orders through Open Work Orders
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Select Jobs.
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Under the ACTIONS menu, click Work Orders.
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Click the desired Work Orders.
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Under the ACTIONS menu on the right-side, click Create Recurrence.
Entering Recurrence Details
This section discusses the detail of the Recurrence Details, Recurrence Pattern, and Recurrence Range.
Recurrence Details
The configuration property of Recurrence. Although you can choose a Route here, the remaining information is associated with the base Work Order and cannot be modified.
| Configuration Property | Description |
| Client | The Client account is associated with the recurring Work Orders. |
| Work Order | The identifier for the original Work Orders for which the recurrence was to be established. |
| Route | This section is to select a route of your choice. It cannot be changed once the recurrence is created. |
| Start Time | The Recurrence Work Order start time. |
| End Time | The Recurrence Work Order end time. |
Recurrence Pattern
This section is to select the frequency with which the Work Order will be repeated on the Schedule. Select an option and enter further information in the type field menu.
Daily
Set the Recurrence on a daily basis.
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Enter a number in the middle in the type field menu, or you can click + to add a number, click - to subtract a number.
Weekly
Set the Recurrence on a weekly basis.
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Enter a number in the middle in the type field menu, or you can click + to add a number, click - to subtract a number.
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Check on the desired days of the week.
Monthly
Set the Recurrence on a monthly basis.
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Enter a number in the middle in the type field menu, or you can click + to add a number, click - to subtract a number
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Each: Enter how many days are counted in a month
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On the: Select from the drop-down list menu which weekday of the month
Yearly
Set the Recurrence on a yearly basis.
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Enter a number in the middle in the type field menu, or you can click + to add a number, click - to subtract a number.
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On the: Select from the drop-down list menu which weekday and month of the year.
Recurrence Range
To specify a Start Date and End date for Recurring Work Orders.
Start Date
To specify the Star Date of the Recurrence:
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You can enter through the Type Field (MM/DD/YYYY).
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Click the calendar symbol to choose a date from.
Note: You can choose a Past Date for the Start Date. This is permissible if the date falls within the last two months (no more than 2 months prior to the current date).
End Date
To specify the End Date of the Recurrence:
| Configuration Property | Description |
| No End Date | If you check this, the Work Order will be generated continually by the system, without any limitation. |
| Ends After | This section is to enter a Max number for the recurrence to be generated by the system. It ends after the recurrence met the Max Number. |
| Ends By | This section is to enter a date for the recurrence to end. You can enter through the type field(MM/DD/YYYY), or you can click the Calendar symbol to choose a date from. |
Rebook Feature
Rebook feature is a feature for a New Booking by the On-site Crews. This feature can be utilized for the Recurrence Work Order. To activate this feature, please Contact the Vonigo Customer Success Team.
Schedule Recurrence Server Configuration
Vonigo generates recurring occurrences via a third-party service called Ical. There is a time zone configuration setting that will cause Ical to fail.
