Recurring jobs

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If some of your jobs are repeated once in some period of time (daily, weekly, monthly, etc), you can use recurring jobs for it.

Creating a recurring job

Open Settings → Recurring jobs.

Here you can see all of the recurring jobs with columns:

• Name.
• Site or Client.
• Date posted — the date when the recurring job was created.
• Interval — a time span between two jobs.
• Next scheduled jobs — date and time when the next job will be created.

Press the "Add recurring job" button. A list of all your templates will appear; select one.

The recurring job creation page will be opened.

Fill the listed fields:

• Recurring job name — the name after which the recurring job will be presented in the list.
• Description — a short description of a job.
• Assignee — a worker who will be assigned for the recurring jobs.
• Duration — an estimated time for a job.
• Client or site — if you have created clients or sites in Planado, you can add one of them to the recurring job
• Address — you can add or edit the site or client's address.
• Address description — a short description of an address
• Contacts — a contact number of a client.

Jobs will be generated at regular intervals. Additionally, you must schedule the initial job and specify the number of days between the scheduled date and the job's creation.

1. Select a day, a week, a month, or a year for the interval measurement and a number of set units. For example, the one-week interval between jobs.
2. Enter the number of days for a job to be created ahead. For example, if we set this value to 3 and schedule a job for February 24th, it will be created on February 21st.
3. Select a date and time of the first job. An interval will start to count from this day.
4. Also, you can set the last day for the recurring jobs in the "Stop creating jobs after" field. You can leave this field empty if you do not have the set date for the last job.

Click the "Add button" to finish a recurring job creation.

If you need to change some field in the recurring job, for example, you need to change an assignee, open the recurring job and change the assignee there. The next job will be created with a new assignee.

⚠️The values of all fields except the "Name" field will be copied to every recurring job and will appear in the assignee mobile app.

Recurring jobs usage example

Each week, company employees are required to diagnose corporate client equipment. To streamline this process, we will first design a diagnostic template with appropriate custom fields and report sections. Once the template is ready, we will set up a recurring job using this template, scheduled at weekly intervals.

The first diagnostic needs to be done next Monday. Then we will set the date of the first job to the next Monday and for the number of days to create jobs ahead, we will select 3. That way the job information will be available to the assignee three days prior to the job itself; in our case, it will be Friday. Since we want to continue creating these jobs every Monday, we will not set the "Stop creating jobs after" date.

A job will be created this Friday, on Monday, the assignee will complete it. This process will begin again next Friday.

If you need help, contact us at support@planado.app.