Recurring schedule
Workflow 08 · Rule · Charge line · Activate · Generated visits
Regular cleans are set up once as a rule: which days, what time, at what price and with which operative.
The system then books the visits a few weeks ahead, exactly one per occurrence, and never changes visits already made.
- Office Administrator
- An Active client and home
Activate
Office Administrator
4Step 4 of 9 · workflow step 04
- Activate
- Checks before activation
The rule must produce a date, the client and home must be Active, and there must be a charge line.
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- Book exactly one visit per weekly or fortnightly occurrence from today up to the horizon, never past the end date; running again books none
- Skip occurrences while the client is on hold; book a visit with nobody on it when the usual operative is not active, and list it in Operations exceptions
Monthly, quarterly and seasonal
Office Administrator
9Step 9 of 9 · workflow step 04.2
- Can be activated
- No visits yet
No agreed rule yet for the day of the month or season, so these schedules say they make no visits.
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One visit per occurrence within the horizon; changes apply forward only