Features - Recurrent Services
Recurrent Services Work Orders
Overview
There are four different ways that work orders can be generated for a recurrent service. This section will explore how and when these work orders are generated for the specified recurrent service.
How to Access the Page

To access the different work orders for a recurrent service, you must open either the Add Recurrent Service pop-up window or the Edit Recurrent Service pop-up window.

Please see the Add Recurrent Services page or the Edit Recurrent Services page for more information on how to access these pop-up windows.

Once you have opened the desired pop-up window, click on the "Generate Work Order" drop-down to see all the options on how to generate a work order:

Manual Work Order

You can manually generate a work order for a recurrent service by selecting the "Manually (not automatically)" option. This option will allow you to personally create work orders for the selected recurrent service:

To create a manual work order, please see the Add Recurrent Services page for more information.

When you open the View Recurrent Service pop-up window, you will be able to view how the work order is generated for the selected recurrent service:

Automatic Work Order (Warning Date)

Your work order can automatically be generated on the specified warning date. To set up this work order type, select the "Automatically when warning threshold is reached" option:

Once the warning date has been reached, a new work order will automatically be generated.

When you open the View Recurrent Service pop-up window, you will be able to view how the work order is generated for the selected recurrent service:

Automatic Work Order (Overdue Date)

Your work order can automatically be generated on the specified overdue date. To set up this work order type, select the "Automatically when overdue threshold is reached" option:

Once the overdue date has passed, a new work order will automatically be generated.

When you open the View Recurrent Service pop-up window, you will be able to view how the work order is generated for the selected recurrent service:

Automatic Work Order (Beginning of the Month)

Your work order can automatically be generated on the first of every month. To set up this work order type, select the "Automatically at the beginning of the month" option:

On the first of every month, a new work order will automatically be generated.

When you open the View Recurrent Service pop-up window, you will be able to view how the work order is generated for the selected recurrent service:

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