Schedule a Yearly Recurrence

To define a schedule that occurs on a yearly basis, or every "x" years:

1. Access the Schedule Sub-tab.

2. Select the Time Based or Meter Based Schedule (one or the other) option button.

   If the schedule is to be generated either by time or meter (whichever comes first), see the section on scheduling a time and meter based recurrence.

3. Select the Yearly option button.

4. Choose between two options:

   • To generate work orders once a year (or once every "x" year) without concern for the specific date:

     1. Select the first option button.

     2. Enter the yearly frequency in the field.

        For example, to generate work orders every year, you would enter "1" as the interval; to generate work orders every two years, you would enter "2" as the frequency.

   • To generate work orders on a specific date of the year:

     1. Select the second option button.

     2. Select the month from the first field.

     3. Select the day from the second field.

     4. Enter the yearly frequency in the third field.

        For example, to generate work orders on July 1st of each year, you would enter "July" for the month, "1st" for the day and "1" for the yearly frequency.

5. Choose between two options:

   • Select the Use the Work Order Completed Date when calculating the next schedule date check box to calculate the next scheduled date based on the date the last work order was completed.

   • Leave the check box clear to ensure that work orders get generated each day (or each "x" days), regardless of when the last work order generated for this schedule was completed.

6. If you selected the check box in the previous step, select the status the work order should have before calculating the next schedule date from the Set this when the Work Order is field.

7. If start / end parameters need to be defined or modified, access the Start / End Sub-tab.

8. Click the Save button.