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Automation with a recurring date

Set up an automation with a recurring date

You can automatically create tasks that occur at regular intervals, such as inspections, mowing the grass, etc. 

Prerequisites

  • Admin or operations role

  • If you want to create a ticket with a work order: you must use CMMS and have the CMMS operations role.

Steps 

  1. Select the Portfolio administration (Gear icon) at the top of the sidebar.

  2. A dialog opens. Navigate to Automation New automation.

  3. Select Recurring date > Continue.

  4. Select the frequency, start date, and end date, then select Continue.

  5. Select one of the following options, then select Continue.

    Create new automation

    Create a new automation



    Ticket with work order: Automatically creates a ticket with a work order (CMMS users only).  
    Ticket: Automatically creates a ticket for recurring events, e.g. as a reminder or for reporting purposes

    Create new automation
  6. If you selected Ticket: Enter a title. You can also optionally add a description, priority, ticket cause, and include information from this ticket in your reports. See also Ticket system. Select Continue.
    If you selected Ticket with work order: Give the work order a title. You can also optionally add a description, priority, ticket cause, and include information from this ticket in your reports. Configure your desired forms/templates, checklists, and contacts (see CMMS). Select Continue.

    Create new automation


  7. Select Add systems and select systems from the list. If you have selected Ticket + work order, only systems with CMMS are listed.

    Add systems

    Add systems

  8. Add assignees from the dropdown and select Save.  You can add only users from the user list. See Users and contacts.

    Select systems and assignees

    Select systems and assignees

  9. Give the automation a title and select Save.

  10. The automation is now active and visible in the list. 




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