ℹ️ Note: Updating Recurrence Rules for Active Jobs
To ensure schedule accuracy and preserve the history of your completed jobs, the system treats recurrence patterns as fixed once job instances have been completed.
If you need to change the schedule for a job that has already started:
Do not edit the existing recurrence rule, as the system may view the original cycle as complete and stop scheduling future jobs.
Action Required: Please create a new job with the desired new recurrence settings. This ensures your future schedule continues without interruption while keeping your historical reporting accurate.
Recurring Jobs can be edited:
- Individually, for a specific child Job OR
- For all recurrences
Editing Individual Jobs
- Must be done on the specific child Job itself
- Will not carry-over to other child Jobs in the pattern
- You are editing one Job only
- Will not change your pattern
- Ex. A weekly Job, moved to the week following, will not automatically move all other recurrences "ahead" one week
Examples of when you should edit an individual child job:
- Adjust the Fieldworker, due to availability
- Adjust the time or day, due to a Client requesting a change or weather conditions
- Change the instructions for a particular job in the pattern
Editing all Recurring Jobs
- Must be done from the originating parent Job, by clicking "Edit Recurrence."
- Learn how to find your parent Jobs
- Will update only the pattern, time and Fieldworker on its child jobs
- Will delete your existing recurrences, and reschedule them based on the new pattern you create
Examples of when you should edit all Recurring Jobs:
- Adjust the Fieldworker assigned to all undispatched occurrences
- Adjust the time or day of all undispatched jobs in a pattern, due to a Client requesting a change.
Make changes to job instructions, job location, contact etc. that you want to copy to all undispatched occurrences.
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