Configure the recurring schedule

Set when preventive contracts should generate work orders.

The recurring schedule controls when preventive contracts create work orders.

Use it to define the service rhythm clearly.

Recurring schedules apply to Preventive maintenance contracts.

1

Open the contract

Create a new preventive contract or edit an existing one.

2

Set the repetition

Use Each to define the interval.

For example, every 2 weeks or every 6 months.

3

Choose the schedule pattern

If you use months, choose a fixed day or a rule like the first Monday.

If you use weeks, choose the weekdays the work should repeat on.

4

Check the preview dates

Review the generated dates before you save.

This confirms the first deadline and the rhythm after that.

5

Decide whether to assign an employee

If you leave the employee empty, the work order is created with a deadline only.

If you select an employee, the work order is scheduled directly on the execution date.

6

Save the contract

Click Save when the preview matches the agreement.

Frequently asked questions

Can I use a rule like the third Friday of the month?

Yes.

Monthly schedules can use day rules like the first Monday or third Friday.

What happens if the start date is before the first matching day?

The first work order uses the first matching date after the start date.

Do I need to assign an employee in the contract?

No.

You can leave the employee empty and plan the work later.

Related topics

• Create a contract
• Set days in advance
• Contracts