Purpose Statement
This article explains how to create a recurring event in the Events & Activities module. Recurring events allow agencies to automatically schedule activities that repeat on a regular basis, reducing the need to manually create each event.
Common examples include daily station activities, weekly meetings, monthly training, recurring inspections, and other scheduled activities.
Background Information
Recurring events can be created from several locations within Daily Operations, including the Calendar View, List View, or by selecting a specific date on the calendar.
When creating an event, enabling the recurring option allows you to define how frequently the event repeats and how long the recurrence should continue.
Available recurrence options demonstrated in this workflow include:
- Day
- Week
- Month
- Year
- Custom
- Custom Month
The number of generated event instances depends on the recurrence pattern and the selected end condition.
Required Permissions
Users need appropriate access to the Events & Activities module and permission to create events.
Permissions can vary based on agency configuration and user role. If you can access Daily Operations but cannot create an event, contact your agency administrator to verify your Events & Activities permissions.
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Step-by-Step Guide
Navigate to Events & Activities
Open the module menu.
Select Events & Activities.
Navigate to Daily Operations.
Recurring events can be created from the Calendar View or List View.
Start a New Event
Create a new event using one of the available methods.
Depending on your current view, you can:
- Select a date on the calendar and add an event.
- Select Add Event.
- Select Add Event from a Template.
Enter the Event Details
Enter the event name and select the appropriate event type.
Complete the required event information, including the event start date, end date, and times.
Complete any other required fields based on your agency's configuration.
Enable the Recurring Event Option
Locate the recurring event option next to the event date and time settings.
Enable Make Recurring.
Additional recurrence settings will appear.
Choose a Recurrence Type
Select the recurrence type that matches the schedule you want to create.
Available options include:
- Day — Repeat the event every specified number of days.
- Week — Repeat the event by week and select the applicable day or days of the week.
- Month — Repeat the event every specified number of months.
- Year — Repeat the event every specified number of years.
- Custom — Create a custom repeating cycle.
- Custom Month — Create a monthly schedule based on specific weekdays and occurrences within the month.
Configure a Daily Recurrence
Select Day to create a daily repeating event.
Specify how often the event should repeat.
For example, setting the recurrence to every 1 day creates an event that repeats daily.
Select the appropriate end condition for the recurring series.
Configure a Weekly Recurrence
Select Week.
Choose how frequently the schedule should repeat by week.
Select the day or days of the week when the event should occur.
As you adjust the recurrence settings and end condition, the system displays the number of event instances that will be created.
Configure a Monthly Recurrence
Select Month.
Choose how frequently the event should repeat, such as every month or every two months.
Configure the end condition for the event series.
The system displays the number of instances based on the recurrence settings.
Configure a Yearly Recurrence
Select Year.
Choose how frequently the event should repeat by year.
Configure how long the event series should continue.
- Configure a Custom Recurrence
Select Custom to create a repeating schedule using a custom cycle.
The custom recurrence calendar can contain up to 31 positions.
The numbered positions represent sequential days beginning with the event's start date.
For example:
- 1 represents the start date.
- 2 represents the following day.
- Additional numbers continue sequentially through the custom cycle.
Select the positions within the cycle when the event should occur.
This allows you to create patterns such as an event occurring every other day or at another custom interval.
- Configure a Custom Month Recurrence
Select Custom Month.
Choose the applicable day or days of the week.
For each selected weekday, choose which occurrence within the month should create the event.
For example, you could configure events for:
- First Sunday
- Third Monday
- Fourth Tuesday
Multiple weekday and occurrence combinations can be selected as needed.
- Set the Recurrence End Condition
Configure how long the recurring event should continue.
Depending on the selected recurrence type, available options may include ending:
- On a specific date
- After a specified number of occurrences
- After a defined period
- With no end date
Review the displayed number of instances before saving to confirm the recurrence will create the expected schedule.
- Review the Event Schedule
Confirm the event's start and end times.
Verify the recurrence frequency, selected days, and end condition.
Review the calculated number of event instances when displayed.
- Save the Recurring Event
After confirming the event information and recurrence settings, select Save.
The recurring events will populate within Daily Operations according to the schedule you configured.
Best Practices
- Choose the recurrence type that best matches the schedule: Use Day, Week, Month, or Year for standard repeating schedules and Custom options for more complex patterns.
- Review the instance count before saving: The displayed number of instances can help confirm that the recurrence settings are producing the expected results.
- Select weekdays carefully: When using a weekly recurrence, verify every selected weekday before saving.
- Use Custom for interval-based schedules: Custom recurrence is useful when the event does not follow a standard daily, weekly, or monthly pattern.
- Use Custom Month for specific monthly weekdays: This option is useful for schedules such as the first Sunday or third Monday of each month.
- Verify event times: Confirm the start and end times for each occurrence before creating the recurring series.
- Review long-running schedules: Before creating a large number of recurring events, confirm the recurrence frequency and end condition to avoid unintended event instances.
Troubleshooting & FAQs
Why don't I see the recurrence settings?
Confirm that Make Recurring has been enabled. The additional recurrence options appear after the recurring event option is turned on.
Can I create a recurring event from the Calendar View?
Yes. You can create an event from the Calendar View, including by selecting a specific date, and then configure the event as recurring.
Can I create a recurring event from the List View?
Yes. Recurring events can also be created from the List View by starting a new event and enabling the recurring option.
How do I create an event that occurs every day?
Select Day as the recurrence type and configure the event to repeat every one day.
How do I create an event that only occurs on certain weekdays?
Select Week, then choose the specific weekday or weekdays when the event should occur.
What do the numbers mean in the Custom recurrence calendar?
The numbers represent sequential days beginning with the event's start date. They do not necessarily correspond to calendar dates or days of the month.
What is the maximum Custom recurrence cycle shown in the workflow?
The Custom recurrence calendar supports up to 31 positions.
How do I create an event for the first or third weekday of a month?
Use Custom Month, select the weekday, and then choose the applicable occurrence within the month, such as the first Sunday or third Monday.
Why did the number of event instances change?
The instance count changes based on the recurrence frequency, selected days, and end condition. Review these settings before saving the event series.