Set Work Order Recurrence

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

Use the Recurrence options to make a work order repeat at pre-set intervals. A series of repeating work orders is also called a work order chain.

A work order must have a due date before you can make it repeat. If you set the Recurrence before you set a due date, MaintainX will add the next day's date as the due date automatically.

To set a repeating schedule for a work order:

Web

1. In the work order details, go to the Recurrence section.

2. Choose a repeat frequency and a repeat interval. The interval is the amount of time between repeats. For example if the frequency is Weekly, the interval is the number of weeks between repeats.

   Frequency	Interval Options
   Does not repeat	None
   Daily	None. Work order repeats every day.
   Weekly	Number of weeks between repeats. Which days of the week the work order repeats on. E.g., the work order could repeat every 2 weeks on Wednesday.
   Monthly by date	Number of months between repeats. Which day of the month the work order repeats on. E.g., the work order could repeat every 2 months on the 5th of the month.
   Monthly by weekday	Number of months between repeats. 1st, 2nd, 3rd, 4th, or last weekday in the month the work order repeats on. E.g., the work order could repeat every 2 months on the last Tuesday of the month.
   Yearly	Number of years between repeats. E.g., the work order could repeat once every year. Yearly work orders repeat on the due date of the original work order.
   Periodically	Number of minutes between repeats. E.g., the work order could repeat once every 30 minutes.

Mobile

1. In the work order details, go to the Recurrence field, and select Set.

2. On the Recurrence screen, choose a repeat frequency and a repeat interval. The interval is the amount of time between repeats. For example, if the frequency is Weekly, the interval is the number of weeks between repeats.

   Frequency	Interval Options
   Does not repeat	None
   Daily	None. Work order repeats every day.
   Weekly	Number of weeks between repeats. Which days of the week the work order repeats on. E.g., the work order could repeat every 2 weeks on Wednesday.
   Monthly By Date	Number of months between repeats. Which day of the month the work order repeats on. E.g., the work order could repeat every 2 months on the 5th of the month.
   Monthly By Weekday	Number of months between repeats. 1st, 2nd, 3rd, 4th, or last weekday in the month the work order repeats on. E.g., the work order could repeat every 2 months on the last Tuesday of the month.
   Yearly	Number of years between repeats. E.g., the work order could repeat once every year. Yearly work orders repeat on the due date of the original work order.
   Periodically	Number of minutes between repeats. E.g., the work order could repeat once every 30 minutes.

3. After you set the repeat interval, select Done to return to the Recurrence screen, then select Save.

Recurrence for Multi-Asset Work Orders

When you create a multi-asset work order, you can only set recurrence options for the parent work order. You can't change the recurrence options for sub-work orders.

The parent work order's recurrence schedule controls the recurrence of the parent work order itself and all its sub-work orders. Every time the parent work order recurs, MaintainX recreates the parent work order and all it's sub-work orders.

Sub work orders don't repeat when they're closed, they repeat on the same schedule as their parent work orders. When a multi-asset work order repeats, sub-work orders' due dates are re-aligned with their parent work orders' due dates.

note

You can't add a non-recurring sub-work order to a multi-asset work order. Any sub-work orders you add will repeat with the parent until you remove them.