Configure the recurring schedule

Set when preventive contracts should generate work orders.

The recurring schedule controls when preventive contracts create work.

Use it to define the rhythm of maintenance.

What you can schedule

You can schedule by:

• day or workday
• week
• month

For weekly schedules, choose the days of the week.

For monthly schedules, use either a fixed day or a moment like the first Monday.

How to configure the schedule

1

Open the contract

Create a preventive contract or open an existing one.

2

Open the recurring schedule

Go to the recurring schedule section in the contract.

3

Choose the schedule type

Select whether the schedule repeats by day, week, or month.

4

Set the pattern

Choose the interval, days, or monthly rule that fits the agreement.

5

Review the planned dates

Check whether the generated target dates match the expected service rhythm.

6

Save the contract

OutSmart uses the schedule together with days in advance to create future work orders.

Why the schedule matters

The schedule determines the target dates for generated work orders.

Days in advance then controls when those work orders are created.

Frequently asked questions

Can I use a fixed day and a moment rule together?

No.

Choose one monthly method.

What is the difference between day and workday?

Workday excludes weekends.

What happens in shorter months?

The schedule follows the configured month logic for that date pattern.

Can I remove one generated work order from the series?

Yes.

You can remove individual generated work orders.

Be careful with the first generated work order, because it can affect the full series.

What if I do not want all work orders created too early?

Use days in advance to control how early future work orders are created.

Related topics

• Create a contract
• Understand contract work order generation
• Set days in advance