Recurring Work Orders

Create Recurring Work Order Templates

Steps:

1. Navigate to the Recurring Work Order page under the Work Order Setup page.
2. Click on the New Recurring Work Order button in the top right corner.
3. Fill out the work order form:

• Status: Active or Disabled
• Recurrence Interval: choose how frequently this work order should fire (days, weeks, months, or years)
• Next Open Date: choose when this recurring work order first opens
• End Date: choose when this recurring work order ends (optional)
• Tenant: choose the tenant
• Type of Ticket: choose the type of ticket
• Category: choose the Recurring Work Order ticket type
• Issue Type: choose the Recurring Work Order issue type
• Location: choose the location of the Recurring Work Order
• Description: add descriptive language to help your building team complete the recurring work order
• Photos and Attachments (optional): add optional photos, videos, PDFs, or other file types to support the Recurring Work Order

4. Click Submit. From here, the recurring work order will appear in the Recurring Work Order table. Each work order in a recurring work order will fire automatically and will behave the same was a a regular work order.

Edit Recurring Work Orders

Steps:

1. Click on the pencil icon next to a Recurring Work Order, and the form will open on the right side of the window.
2. Edit the Recurring Work Order.
3. Click Submit.

Recurring Work Orders Notifications and Routing

Notifications and routing for recurring work orders will follow rules for category and issue types, and building routing. For more information on work order notifications and routing, click here.