Log into AroFlo and go to Workflow > Periodic and select the periodic template you want to set a schedule for.
In the Extras section (right hand side), click the Schedule tab.
Schedule a resource
There are two options for scheduling:
Baseline Schedule - This is the standard schedule that will be created when your periodic task is next generated according to the Due Date. Just like a normal task schedule, a periodic task schedule contains:
the name of the resource you want to schedule (or a placeholder resource), and
the time at which the task should be completed.
Unlike a normal task schedule, there is no date shown on the Baseline Schedule, as the date will be different each time and will be determined by the Baseline Date and Set Day (see Frequency Details tab) that were entered when the template was created.
Next Due Schedule - This is a temporary schedule that can be set to overwrite any of your Baseline Schedule options. This can be very handy if you need to make a change to one of your periodic schedules but want to keep your original scheduling set for the next periodic task generation.
To use either scheduling option:
Click Add Schedule.
In the Schedule window:
Click the (two people) icon.
Click the option you need from the drop-down menu and make a selection from the Search window that appears.
Allows you to...
Add one or more users (resources) to the template.
tabs in the periodic template's Extras area other than the Schedule tab, or
other areas of AroFlo (e.g. the calendar),
but all the content relates in some way to scheduling periodic tasks.
Frequency Details tab: Baseline Date & Set Day
The Baseline Date is the date that the periodic task was initially due and is used to work out (in conjunction with Set Day) which day the task should be generated on, i.e. the new Due Date.
Once you have set your initial Baseline Date, this field should not be modified. Any changes to the next task generation date can be made via the Due Date field in the Details section of your periodic template.
Set Day can be either the First, Second or Third Monday, Tuesday, Wednesday, Thursday or Friday. If you look at your calendar you'll see that not every month has exactly four weeks, but they do have at least three full weeks.
Sequence tab: Sequence No & Target
If you have a contract that defines, for example, 10 periodic services, how do you track that? The Sequence No & Target allow you to keep track of this defined number of services by adding their number to the end of the task name.
Set Sequence No to 1 and Target to 10.
Set the Task Identification to 51 New St.
The first time the task is generated it will have a Task ID of: 51 New St 1
The fifth time the task is generated it will have a Task ID of: 51 New St 5
The tenth time the task is generated it will have a Task ID of: 51 New St 10
NOTE: Having a sequence number and target in place will NOT stop periodic tasks from generating after the Sequence Target has been reached. Like Start, Expiry and Review Dates, this is for information and tracking purposes only.
Modifying the Next Due Schedule in the Calendar
To modify the next due schedule via the calendar:
Make sure your calendar is set up to display periodic tasks. To check this, click the (Settings) icon on your calendar view > select Event Types > Show Periodic Tasks > Save. (You only need to do this once.)
Schedule a resource to the task, if it doesn't already have one. Moving a periodic schedule is the same as moving any standard task schedule around the calendar; however, any periodic that didn't previously have a schedule or a resource assigned must now have a resource assigned / scheduled before you can save the new schedule.
View Periodic Task
The Periodic Tasks list shows you the periodic task templates you've created. These templates generate the tasks when they're due.
To generate a task before its due date:
Select Workflow > Periodic.
In the Task column, click the link for the periodic task template you want to open.
Click Create > Generate Task> OK.
Click Save and OK to accept the changes.
View periodic tasks on the calendar
To view periodic tasks on the calendar, make sure the Show Periodic Tasks option in the calendar settings is checked > Event Types > Show Periodic Tasks > Save). In the calendar, Periodic tasks will be marked with the word 'Periodic' in grey text. To view the details of the task, click the calendar entry and click View.