Recurring work orders

Recurring work orders let you automate repetitive projects — like monthly inspections, quarterly maintenance, or annual compliance reviews — so the system creates them on schedule without manual effort.

How it works

You create a recurring schedule that defines what to generate and when. The system automatically creates a new work order each time the schedule fires.

flowchart TD
    A[Create a recurring WO schedule] --> B[Set frequency and timing]
    B --> C[Link a WO template]
    C --> D{Schedule is active?}
    D -->|Yes| E[System generates WO on schedule]
    D -->|No / Paused| F[No work orders generated]
    E --> G[New work order appears on dashboard]
    G --> H[Manage and complete as normal]
    F --> I[Resume when ready]
    I --> D

Each generated work order is a fully independent project — you manage it the same way as any manually created work order.

Creating a recurring schedule

1. Go to Recurring Jobs from the sidebar
2. Select the Work Order Schedules tab
3. Click + New Schedule
4. Fill in the schedule details:

1. Click Create — the schedule starts in Active status

Title placeholders

Use placeholders in the WO Title Template field to include dynamic date information in generated work order titles.

Example templates:

Frequency options

Week of Month (monthly schedules)

A monthly schedule can repeat on a weekday of the month instead of a fixed date — "the second Friday", "the last Tuesday". Set Week of Month to First, Second, Third, Fourth or Last, then pick the weekday in Day of Week, which appears alongside it.

Week of Month takes precedence over Day of Month. While a week is selected, Day of Month is not used and the form says so beneath it. To go back to a fixed date, set Week of Month to None — use Day of Month; the day you already entered becomes authoritative again.

The control appears for the Monthly frequency only, because that is the only cadence that uses it.

Managing schedules

Edit a schedule

1. Open the Work Order Schedules tab
2. Click on the schedule you want to edit
3. Update any fields
4. Click Save

Changes apply to future generated work orders only — existing work orders are not affected.

Skip specific dates

Use Exclusion Dates inside the schedule to stop generation on individual days — a holiday shutdown, a site closure, a plant maintenance window.

1. Open the schedule
2. Pick a date in the Exclusion Dates field and click Add — the date appears as a chip
3. Click the × on a chip to remove that date

Each date is saved the moment you add or remove it, so you do not need to press Save afterwards. Editing anything else about the schedule — renaming it, changing its frequency, moving its next date — leaves your exclusion dates untouched.

Pause a schedule

1. Click the Pause button on an active schedule
2. The schedule status changes to Paused
3. No new work orders are generated while paused

Resume a schedule

1. Click the Resume button on a paused schedule
2. The schedule returns to Active and resumes generating work orders on the next scheduled date

Delete a schedule

1. Click the Delete button on any schedule
2. Confirm the deletion

Filter schedules

Use the filter bar to narrow the schedule list by:

• Status — Active or Paused
• Frequency — Daily, Weekly, Monthly, etc.
• Priority — Low, Medium, High, or Urgent

The schedule list is paginated — 25 schedules per page with Previous and Next controls and a total count so you always know how many schedules exist.

If a filter combination matches nothing, the list says so and offers a Clear filters button that restores every schedule in one click — your schedules are never deleted by a filter. If you genuinely have no schedules yet, the list offers a New WO Schedule button that opens the create form directly.

Tips and best practices

Frequently asked questions

What's next

• Creating work orders — learn how to create work orders manually
• Templates — set up WO templates to link with recurring schedules
• Sub-jobs & dependencies — understand how sub-job structure works
• SLA monitoring — track SLA compliance on generated work orders