Setting and Managing Job Recurrences in BigChange

Understanding Job Recurrences in BigChange

• BigChange allows you to set job recurrences, enabling efficient scheduling and management of repeat tasks.
• Recurrence options include Daily, Weekly, Monthly, or on a specific date each month.
• Proper alignment of initial job dates with recurrence dates is crucial to avoid scheduling conflicts.

Setting Up Recurrences

• Open or create a new job, fill in all the job details required.
  1. Once a date has been added to the job a new recurrence field will appear.
  2. 'Recurrence' field.
  3. Select edit to add a recurrence.

Choosing Recurrence Intervals

• Select from Daily, Weekly, Monthly, or a specific date each month for job recurrences.
• Ensure that the initial job date aligns with the recurrence date to prevent scheduling issues.

Example Scenarios

• Scenario 1: If job and recurrence dates match (e.g., 4th of the month), and there are 6 recurrences:
  • The first job occurs on 4th June.
  • Subsequent recurrences occur on the 4th of each month from July to November, totalling 6 jobs.

• Scenario 2: If the job is scheduled for 4th June, but recurrences are set for the 1st:
  • The first job occurs on 4th June.
  • Recurrences occur on the 1st of each month from July to December, resulting in 7 jobs.

Additional Recurrence Settings

• Choose whether jobs recur as Unscheduled or to the same Resource.
• Decide if changes to one job in a series should apply to the entire series.

Troubleshooting Recurrences

Ensuring Recurrences Display Correctly

• If recurrences are not visible on your Schedule, verify settings in the back office.
• Navigate to: [Top menu] Account settings (icon) → Settings → [Quick links] General Account Settings.

Setting Recurrences for Job Groups

• Recurrence Patterns can be saved and applied to jobs within a group.
• Set up Recurrence Patterns in the back office and apply them through a Contract.
• Navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu] Schedule → Recurrence patterns.
• Use the dropdown list on a Contract's Job tab to filter by Recurrence Patterns.

Conclusion

Setting up job recurrences in BigChange streamlines scheduling and ensures efficient task management. By aligning initial job dates with recurrence dates and utilising Recurrence Patterns, you can avoid scheduling conflicts and enhance productivity. For further assistance, refer to the Admin Settings or consult the BigChange Help Centre.

Videos

For a visual guide on setting up job recurrences in BigChange, please visit the BigChange Help Centre video tutorials.