Activities: Setting a Recurring Event

Activities: Setting a Recurring Event

Purpose

  1. To explain how to set a Recurring Event within the Activities module.


Related Articles

  1. Methods of Create New Event within Activities
  2. Activities: Creating New Event / Event Tab
  3. Activities: Creating New Event / Attendee Tab
  4. Activities: Payroll Summary Tab


Video




Directions


1. When creating a new event, within the Event tab.


When creating a new event, within the Event tab.



2. Select the slider under Is recurrent event?

This will enable the Recurrence Type dropdown.






3. From the Recurrence Type dropdown.

Select either to have the event recur every Monday, Friday, Every Six Months or Every Year. There is also Custom and Custom Monthly.


From the Recurrence Type dropdown.



4. Selecting Custom Recurrence Type.


Set the number of days then select what day or days the event will occur.
Example: This custom event is for a 24/48 rotation, the event will only recur on that shifts day.


Selecting Custom Recurrence Type.



5. Selecting Custom Monthly Recurrence Type.

Select what day or days of the week the event will recur on.


Selecting Custom Monthly Recurrence Type.



6. Select from the Option dropdown.

Select either one, multiple or all the check boxes that the event will recur for that selected day.


Select from the Option dropdown.



7. Once an Event is set for a recurrence each occurrence can be updated.
  • Update this: Update the current occurrence only.
  • Update this and future: Update the current occurrence and all the occurrences following.
  • Update all: Update all occurrences, including past ones.

Once an Event is set for a recurrence each occurrence can be updated.



8. Attachments that are added to a recurring event:
  • On new Recurrent Event creation, the Attachments will be added to all occurrences.
  • On the edition of a Recurrent Event, changes on attachments will only apply to the current event, regardless of what Update option is chosen.






    • Related Articles

    • Activities: Setting a Recurring Event

      Purpose To explain how to set a Recurring Event within the Activities module. Related Articles Methods of Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New Event / Attendee Tab Activities: Payroll ...
    • Activities: Creating New Event / Participants Tab

      Purpose To explain the Participants tab when creating a new event. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Payroll Summary Tab Activities: Setting a Recurring Event Video ...
    • Activities: Creating New Event / Attendee Tab

      Purpose To explain the Attendee tab when creating a new event. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Payroll Summary Tab Activities: Setting a Recurring Event Video ...
    • Activities: Creating New Event / Event Tab

      Purpose To explain the Event tab when creating a new event. Related Articles Methods to Create New Event within Activities Activities: Creating a New Event / Attendee Tab Activities: Payroll Summary Tab Activities: Setting a Recurring Event Video ...
    • Activities: Configuring Event Reminders

      Purpose To explain how to set event reminders within the Activities module. Video Directions 1. Click on Activities. 2. Click on Setup. 3. Click on Notifications. 4. Check Remind employees. If enabled First Due will send a reminder of the event to ...