Set Up Recurring Tasks

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Overview

If you need to manage the recurring task, navigate to Client > Case Management > Plan Development > Recurring Task Setup to complete any of the following scenarios:

To remove all of the scheduled appointments, modify the end date of the recurring task to the same start date if you wish to remove all scheduled events.
To keep some of the scheduled appointments, modify the end date so that it is equal to the date of the last valid appointment which will remove all scheduled appointments.
To modify the schedule so that events are scheduled differently, modify the end date to the same as the start date or rather as the last correct appointment, which would remove all scheduled appointments past the new date, and then make changes and change the end date again which will create the appointment again.

Menu path

Client > Case Management > Plan Development > Recurring Task Setup

Set Up a Recurring Task

From the toolbar, click the Client button to open the Client module.
In the Navigation pane, navigate to the following path: Case Management > Plan Development > Recurring Task Setup.
In the toolbar, click New > Recurring Task.
In the Recurring Tasks dialog, complete the following required fields:

Description - Enter a description for the recurring task.
Staff Responsible - Search for and select the appropriate staff member.
Tasks to be Scheduled - Select the appropriate task from the Event Definitions with Security dialog.
Scheduled Time - Enter the time to schedule the recurring task.
Duration - Enter the amount of time to slot for the task in minutes.

Note: Depending on your selections above, the following fields may also be required:

Program Responsible - Select a program from the Program by Client's Service Track and Service dialog.
Facility Providing Service - Select a facility in the Provider Sites by Program dialog.

Under Range, select a date in the Start Date field.
Optional. To schedule over holidays on the calendar, select the Scheduled on Holidays? check box under Holiday Rules. You can then select to schedule the task on the day of the holiday, the previous day, or the following day.

Customize the Recurrence Pattern

In the Recurring Tasks dialog, under Recurrence Pattern, in the Recurrence Type field, select an option:

Daily
Monthly
Weekly
Yearly

Note: Based on the selection you make here, the fields in the Daily, Weekly, Monthly, or Yearly sections of the dialog become available.

Create a Daily Recurring Task

In the Recurring Tasks dialog, under Recurrence Pattern, in the Recurrence Type field, select Daily.
Under Daily, in the Every X Day(s) field, to create a recurring task that occurs every day, enter 1.

Note: You can enter a number other than 1 here to create a recurrence every other day, every three days, four days, and so on.

Create a Weekly Recurring Task

In the Recurring Tasks dialog, under Recurrence Pattern, in the Recurrence Type field, select Weekly.
Under Weekly, in the Every X Week(s) field, to create a recurring task that occurs every week, enter 1.

Note: You can enter a number other than 1 here to create a recurrence every other week, every three weeks, four weeks, and so on.

Under Weekly, enter the details of your recurring task.

For each appropriate day of the week, select the check box and enter the times and duration in minutes as appropriate.

Create a Monthly Recurring Task

In the Recurring Tasks dialog, under Recurrence Pattern, in the Recurrence Type field, select Monthly.
To set up the task to occur on a specific day of every month, click the By Day of the Month check box and then enter the day of the month in which the task is to occur in the Date of the Month field. Note: Fields will become unavailable as they are no longer applicable in this section when you select that check box. For example, here you can create a recurring task monthly, for the 15th of each month.

In the Every X Month(s) field, to create a recurring task that occurs every month, enter 1.

To select a week and day of the month, enter number in The Nth field and then select a day in the Weekday field.

Note: You can enter a number other than 1 here to create a recurrence every other month, every three months, four months, and so on.

Create a Yearly Recurring Task

In the Recurring Tasks dialog, under Recurrence Pattern, in the Recurrence Type field, select Yearly.
To set up the task to occur on a specific day of a month, click the By Day of the Month check box. Note: Fields will become unavailable as they are no longer applicable in this section when you select that check box. For example, here, you can create a recurring task yearly for the 15th of every March.

In the Day of the Week field, enter the day of the week in which the task is to occur.
In the Every Month of field, enter the month in which the task is to occur.

To select a week, day, and month, enter the week of the month number in The Nth field, select a day in the Day of the Week field, and select a month in the Every Month of field.