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Recurrence (Step 4 of 4) – Add / Edit Recurrence Details Form

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Description

This form is used to Add Recurrence Details to a New Schedule or Edit Recurrence Details of a Draft Schedule (un-submitted Schedule). This is the fourth of four steps used to create a Schedule.

Schedules can be made for Nonrecurring Audits/Inspections that occur only one time or for Recurring Audits/Inspections that repeat daily, weekly, monthly, or yearly.

Each scheduled item will appear on the Auditor/Inspector’s Tasks grid. For example, a Schedule for one year’s worth of monthly tank inspections using a single Checklist Template for 50 tanks will result in 12 scheduled items appearing in the Inspector’s Tasks grid – one for each month. Each scheduled item will contain a grid of the 50 tanks with an inspection Checklist for each tank. You must click on each Checklist to record inspection results for the respective tank. Once the Checklists are submitted, each Checklist is stored in the Completed Checklists submenu.

Note: Due to the potential complexity of a Schedule, submitted Schedules cannot be edited. The submitted Schedule must be closed and then created again. Closing a recurrent Schedule will not affect any previously Completed Checklists related to the closed Schedule.

Definitions for the Add / Edit Recurrence Details Form (when the Audit/Inspection is Nonrecurring)

  1. Start Date: This evaluation will begin on this date.
  2. End By: This evaluation will stop by this date.

Definitions for the Add / Edit Recurrence Details Form (when the Audit/Inspection is Recurring with a Daily Interval)

  1. Daily: This evaluation will occur every day.
  2. Weekly: This evaluation will occur once per week.
  3. Monthly: This evaluation will occur once per month.
  4. Yearly: This evaluation will occur once per year.
  5. Every _ day(s): This evaluation will occur every x (number of days).
  6. Weekdays only: This evaluation will occur only on weekdays (Monday-Friday) and not on weekends (Saturday and Sunday).
  7. Start Date: The schedule of recurring evaluations will begin on this date. (This date is inclusive of the first time the evaluation is scheduled to occur.)
  8. End By: The schedule of recurring evaluations will stop on this date. (This date is inclusive of the final time the evaluation is scheduled to occur.)
  9. Maximum occurrences: This is the maximum number of occurrences that this evaluation will be scheduled.

Definitions for the Add / Edit Recurrence Details Form (when the Audit/Inspection is Recurring with a Weekly Interval)

  1. Daily: This evaluation will occur every day.
  2. Weekly: This evaluation will occur once per week.
  3. Monthly: This evaluation will occur once per month.
  4. Yearly: This evaluation will occur once per year.
  5. Every _ week(s) on: This evaluation will occur every x (number of weeks) on the day of the week (Sunday-Saturday) that the User selects below.
  6. Start Date: The schedule of recurring evaluations will begin on this date. (This date is inclusive of the first time the evaluation is scheduled to occur.)
  7. End By: The schedule of recurring evaluations will stop on this date. (This date is inclusive of the final time the evaluation is scheduled to occur.)
  8. Maximum occurrences: This is the maximum number of occurrences that this evaluation will be scheduled.

Definitions for the Add / Edit Recurrence Details Form (when the Audit/Inspection is Recurring with a Monthly Interval)

  1. Daily: This evaluation will occur every day.
  2. Weekly: This evaluation will occur once per week.
  3. Monthly: This evaluation will occur once per month.
  4. Yearly: This evaluation will occur once per year.
  5. Every _ month(s) on: This evaluation will occur every x (number of months) on the day of the month that the User selects below.
  6. Start Date: The schedule of recurring evaluations will begin on this date. (This date is inclusive of the first time the evaluation is scheduled to occur.)
  7. End By: The schedule of recurring evaluations will stop on this date. (This date is inclusive of the final time the evaluation is scheduled to occur.)
  8. Maximum occurrences: This is the maximum number of occurrences that this evaluation will be scheduled.

Definitions for the Add / Edit Recurrence Details Form (when the Audit/Inspection is Recurring with a Yearly Interval)

  1. Daily: This evaluation will occur every day.
  2. Weekly: This evaluation will occur once per week.
  3. Monthly: This evaluation will occur once per month.
  4. Yearly: This evaluation will occur once per year.
  5. Every _ on: This evaluation will occur every selected month on the day of the month that the User selects below.
  6. Start Date: The schedule of recurring evaluations will begin on this date. (This date is inclusive of the first time the evaluation is scheduled to occur.)
  7. End By: The schedule of recurring evaluations will stop on this date. (This date is inclusive of the final time the evaluation is scheduled to occur.)
  8. Maximum occurrences: This is the maximum number of occurrences that this evaluation will be scheduled.