Recurrence Spray

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Recurrence Spray and Recurrence Group Spray allow you to apply repeating events based on a schedule.

Instructions

  1. Log in to Asset Management

  2. Use the Query tab to filter to the desired assets

  3. Select Query Actions
    Query Actions button.

  4. Select Recurrence Spray or Recurrence Group Spray
    Recurrence Spray and Recurrence Group Spray options.

  5. Fill in the recurrence spray’s Title
    Recurrence Spray Title input field.

  6. Click Create New next to the Base Event Selection field
    Create New button.

  7. Select an Event Type
    Event type Recurrence Spray options.

  8. Fill in the event’s information fields
    Event text input fields.

    Note:

    The fields listed are examples of possible input fields. The field present may be the same or different depending on the event selected.

    • Identification

      • Name: Enter a name for the event, or leave blank for autoincremented values.

      • Maintenance Type: Select the appropriate type from the drop-down list.

      • Crew: Choose the assigned crew.

      • Assigned To: Assign the event to an individual or team.

    • Status

      • Status: This field defaults to Pending (the default can be changed).

      • Priority: Set the event priority (like 3).

      • Supervisor: Assign a supervisor if needed.

      • Work Order: Enter a related work order, if applicable.

    • Scheduling

      • Planned Date: Select the intended date for the spray event, such as May 14, 2025.

      • Actual Date: Leave blank unless the event has occurred.

      • Scheduled Time and Actual Time: Optional; enter times if needed.

      • Duration: Select how long the event is expected to take.

  9. Add Resources, if necessary

    1. Click New under the Time section to add a Date, User, Duration, Wage Code, or Note
      New Time button.

    2. Click New under the Material section to input a Component, Part, Unit Cost, Quantity, Cost, or Note
      New Material button.

  10. Click the Use This Template button
    Use This Template button.

  11. Select Change Schedule
    Change Schedule button.

  12. Select a Schedule Type
    Schedule Type drop-down menu.

    • Fixed: Events occur at regular, predetermined intervals based on the calendar (example: every Monday, the 1st of each month, quarterly). This is best for time-sensitive events or compliance-related checks that must occur regardless of usage.

    • Floating: Events are scheduled based on the last completed date of the previous event; the next due date "floats" depending on when the last event was done.

      • For example, a piece of equipment is serviced every 30 days after the last service was completed. If a service is delayed, the next one shifts forward accordingly.

  13. Complete the Date fields
    Date fields in the Recurrence Form.

    • Start Date: Event start date

    • End Date: Event end date

      • End By:

      • End After Occurrences:

      • No End Date:

  14. Select a Frequency
    Frequency options in the Recurrence Form.

  15. Click the View Schedule button to get a preview of your schedule selection
    View Schedule button.

  16. Click Select Schedule
    Select Schedule button.

  17. Click Next
    Next button in the Recurrence Spray modal.

  18. Click Submit
    Submit button.