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
To create a ticket with a work order: you must use CMMS and have the CMMS operations role.
Steps
Select the Portfolio administration at the top of the sidebar.
A dialog opens. Navigate to Automation > New automation.
Select Recurring date > Continue.
Select the frequency and start and end date, then select Continue.
Select one of the following options, then select Continue.
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 purposesIf 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. 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. Select Continue.Select Add systems and select systems from the list. If you have selected Ticket + work order, only systems with CMMS are listed.
Add assignees from the dropdown and select Save. You can add only users from the user list.
Give the automation a title and select Save.
The automation is now active and visible in the list.