Managing Job Recurrences in BigChange

This guide will walk you through everything you need to know about creating, editing, and deleting recurrences within BigChange.

Recurrences are particularly useful for pre-planned or planned preventative maintenance jobs, as well as for repetitive jobs that are completed at regular intervals, such as annual services.

Understanding Job Recurrences

A recurrence within BigChange is essentially a re-occurring job or another future instance of a job.
Useful for pre-planned or planned preventative maintenance jobs.
Ideal for repetitive jobs completed at regular intervals, such as annual services.

Creating a Job Recurrence

Navigate to Schedule

From the top menu, select "Schedule".
Choose a job that contains a confirmed date and time. Once a job has a confirmed date and start time, a recurrence option will appear in the job form.
Scroll down to the Recurrence field and select "Edit".

Select Recurrence Options

Type - Select the "Recurrence" radio button.
Recurrence - drop down list:
- Daily: Jobs recur daily or after a specified number of days (e.g., every 7 days).
- Weekly: Jobs recur weekly or after a specified number of weeks (e.g., every 3 weeks). Specify the day(s) of the week.
- Monthly by Date: Jobs recur monthly or after a specified number of months (e.g., every 2 months), and specify the day of the month.
- Monthly by Week: Jobs recur monthly or after a specified number of months on a specified week within that month (e.g., the 1st week of the month every 3 months).
Select Recur every: Select number of days
Recurrence end:
- No end: The job will continue indefinitely until you manually stop it.
- End after: The job will recur a specified number of times before stopping.
- End by: The job will recur until a specified date.
Recur to:
- Unallocated Jobs: The job will appear in your unscheduled jobs list ready to be allocated to a resource.
- Resource Once Scheduled: The job will be directly allocated to a resource once scheduled. All future jobs generated from the recurrence will also automatically be allocated to this resource.
Readjust date of following occurences:
- This will automatically readjust the dates if one of the following happen:
  - When complete with success.
  - When complete with issue.

Tip: It's advisable to recur to unallocated jobs to avoid conflicts with resource availability (such as annual leave or weekends).

Editing/Deleting Job Recurrences

Editing a Job Recurrence

If any changes are required, and you need to edit the recurrence, follow the same process as the creation of the recurrence against a job.
Select "Edit" on the recurrence to make changes as required.

Edit Start Date/Time

When attempting to change the start date or time of a job with a recurrence against it and selecting "Save", the system will prompt you whether you want to apply the changes only to this job or to the entire series of recurrences.
If you apply the change to the entire series, this will affect every job which is generated from the recurrence.

Confirm Changes

Select "OK" to confirm your changes that you have made to the recurrence.

Deleting a Job Recurrence

When editing a recurrence, select the recycle bin icon to delete the recurrence. This will also remove any job generated by the recurrence which has not been started/completed.
Save the job once the recurrence has been deleted.

Viewing a Recurrence in the CRM

When viewing the job against the contact record in the CRM, you will see a circular arrow next to jobs that are recurring.
Hovering over this arrow will display information about the recurrence frequency.

Re-adjusting Date of Following Occurrences

If a job is completed on a different date than originally scheduled, you can re-align the following job recurrence with the completion date.
For example, if a job completes on the 3rd instead of the 4th, future occurrences can be adjusted to reflect the 3rd of the month.

Conclusion

Managing job recurrences in BigChange is straightforward and highly beneficial for maintaining regular job schedules. By following the steps outlined in this guide, you can easily create, edit, and delete job recurrences to suit your business needs. For further assistance, visit our Help Centre or contact our support team.