Basementgrid's Recurring Work Orders feature is designed to automate your routine maintenance tasks, helping you stay on top of your schedule and ensure nothing gets missed. Whether it's daily checks, weekly inspections, or monthly preventative maintenance, this feature streamlines your operations by automatically generating new work orders based on your predefined schedule.

How Automatic Generation Works

The magic of Recurring Work Orders lies in their automation. Once you set up a recurring schedule for a work order, Basementgrid doesn't just create them blindly. Instead, it intelligently generates the next work order in the series based on two key factors:

1. The status of the last created work order: A new recurring work order will only be generated once the previous instance of that recurring work order has been marked as completed. This ensures your work order list remains tidy and prevents you from being overwhelmed with unaddressed tasks.

2. The frequency you've indicated: The system adheres strictly to the interval you set (e.g., daily, weekly, monthly).

This means that if a work order is completed after its scheduled due date, the system will instantly generate the next work order in the sequence as soon as it's marked as complete, maintaining the continuity of your maintenance plan.

How to Set Up a Recurring Work Order

Creating a recurring work order in Basementgrid is a straightforward process. Follow these steps to automate your routine tasks:

1. Create a New Work Order (or Open Existing Work Order Details): Start by either creating a brand new work order or opening the details of an existing one that you wish to make recurring.

2. Locate the "Schedule" Option: Within the work order details, look for a section or field related to "Schedule" or "Due Date (Schedule)".

3. Configure Recurring Schedule:

   • Select a Due Date for the first instance of this recurring work order.

   • Choose the Repeat Frequency (e.g., Every day, Every week, Every month, Every three months, Every six months, Every year).

   • Choose the Repeat Day (e.g., Monday, Last day of the month) if applicable

4. Save Your Changes: Confirm and save the work order. Basementgrid will now automatically generate new instances of this work order according to your defined schedule.

Automatic Generation Schedule

Below is a table outlining the frequencies and the corresponding time when the next recurring work order will be automatically generated by Basementgrid:

By understanding how Basementgrid handles recurring work orders, you can better plan your maintenance, ensure timely completion of tasks, and leverage automation to keep your operations running smoothly.