Schedule a technical recommendation as a one-time job

This article explains how to turn an approved technical recommendation into a scheduled one-time follow-up job.

Note

Required role: Manager

Before You Get Started

• The technical recommendation must be approved.
• The recommendation must be raised on an asset, system, or area. Recommendations raised on a Structure or the whole Location keep their suggested activities but do not create Control Schema activities or planner cards.

Approve the recommendation

Approving the recommendation adds each suggested activity to the asset's, system's, or area's Control Schema at the frequency set on the recommendation.

1. Open the recommendation and select Update & review. If no changes are needed, select it without editing.
2. Leave the suggested activity at the default one-time frequency when the work should happen once.

An activity changed to a daily, weekly, or monthly frequency becomes recurring work. It will not have a One-time badge.

Schedule the one-time follow-up

1. Open Scheduler from the sidebar.
2. Switch on To plan in the header. This option is available in week, day, and agenda views, but not in month view.
3. Select the recommendation card on its recommended day. A one-time card is a white card in a coloured frame with a thicker bottom edge and a One-time badge.
4. In New Visit, adjust the prefilled Location and Date if needed.
5. Set From and Until. For a one-time card, these start at the current time and one hour later because the card has no suggested times.
6. Set Needs review if the completed visit must be reviewed.
7. Confirm the Assignees. At least one assignee is required.
8. Select Schedule.

The visit is marked One-time. If it also contains recurring jobs, it is marked incl. one-time.

Check when the card is not shown

• Unplanned work is hidden each time the application is loaded. Select To plan again after a reload.
• If the suggested activity was changed to a recurring frequency, look for its recurring activity card instead. It will not have a One-time badge.
• If the location already has a recurring activity of the same type, the follow-up may be added to that recurring activity's card instead of appearing as a separate card.
• A cancelled job makes the one-time work appear again. A skipped job also makes it appear again.
• A suggested engineer is prefilled only while that engineer is active and allowed at the location. Otherwise, choose an assignee before Schedule becomes available.

Complete the follow-up and close the recommendation

When the follow-up work is carried out, the engineer opens the job from the visit, completes the activity form, adds any requested photo, and selects Complete Job.

The recommendation closes automatically when every suggested activity has at least one completed job. If the recommendation contains several suggested activities, completing only some of them does not close it. Closing the recommendation ends its frequency in the Control Schema: an activity added only by the recommendation is removed and stops recurring, while an activity also required by a compliance rule remains at the rule's frequency.