Creating Recurring Events – By Location – Existing Events

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Creating Recurring Events – By Location – Existing Events

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Open the Schedule application.

Select the Schedule Data tab from the left of the window.

Select the By Location tab from the top of the window.

Select your new location from the list displayed on the left of the window. The application will display the By Location window showing details of the selected location, see below.

Select the contract you wish to create Recurring Diary Events for from the Contract drop down list at the top of the window.

Select the week that you wish to create Recurring Diary Events for.

 

Schedule View

Schedule View

 

Select the Diary Events that you wish to use as a template by clicking on each one.

 

Recurrence Frequency

Recurrence Frequency

 

Click on the ‘Recurring’ button. The Set Recurring Finish window will now be displayed.

If the number of weeks in the event cycle were specified when the Location Contract was set up, the Recur Every Weeks field will be disabled. If the number of cycle weeks was not specified you can enter the value.

The application defaults to creating recurring events “forever” i.e. for the lifetime of the contract. If you want the recurring events to be created for a specific period, click on the ‘Recur up to’ button and enter the end date in the field below.

 

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Click on the ‘Next’ button.  The application will display the Save Recurring Diary Events window.

 

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Click on the ‘Save’ button. The application will now validate the employees against the Diary Event and display any Event Check failures found. Over-rideable checks are displayed in amber; non over-rideable checks are displayed in red.  If there are non over-rideable checks displayed, the ‘Save’ button will be greyed out.

Click on the ‘Save’ button and the recurring diary events will be created.

Repeat for each cycle week for the location and contract.