A job can recur based on either its RCD (Required Completion Date), or its actual Completion Date - so for example, if a job had an RCD of the 20th, but was actually competed on the 18th, and was set to recur monthly, the recurrence would be the either 18th or 20th of the following month, depending on your preference.

You can change whether you would like your jobs to recur based on RCD or Job Completion in the system preferences.

 

Why recur based on RCD?

If you want a job to be carried out on the same day of every week, for example, you can set a Job to recur on  a Monday, even if you completed it on Tuesday this week, because Monday was a bank holiday.

 

Why recur based on Job Completion?

If you want the next job created as soon as you have completed the previous job in the series, regardless of the next job's creation date.

 

How will the Assignees be affected?

If the Assignee is also set to recur, the new job will be be available on the assignee's WorkPal app.

If the Assignee is not set to recur, you can Assign a Mobile User from the Scheduling page.

 

How is information populated on future occurrences of Jobs?

On future occurrences of a recurring Job, the information is populated based on your recurrence settings on the Preferences Page, under the General Settings tab. Here, recurring Jobs can be configured to pull through the information from the preceding Job including the Assets, Tasks, Notes etc. For more on these settings, please visit the section on recurrence in our guide for Features and General Settings.