Add Recurring Template

To create a recurring template, follow the steps for a Non-Recurring Template EXCEPT for the following items:

• Under Recurring schedule - select the frequency - Daily, Weekly, Monthly or Yearly

• • A scheduling screen will show based on your selection

  • Set the time at the top for the ticket to log to the system

  • If Daily - it will log every day at that time

  • If Weekly - select the day(s) for the ticket to log every week

  • If Monthly - set the day of the month the ticket will log. The default is the 1st of the month.

  • If Yearly - set the month and day for the ticket to log

• Set the Start Date for the ticket to begin logging.

• Set the End Date if required. If not, leave the No End Date radio button selected

• Click the Save icon at the top of the page and the tickets will start logging at the appropriate time.