Create, Assign, or Edit a Recurring Task

You can create recurring tasks, such as maintenance tasks, and assign those recurrences to employees at one time.

You cannot assign recurring tasks:

with a Create Injury Record or Assign Training task type
that are associated with an event or submission.

Go to the PureSafety tab > IMS > Tasks > Create.
Type a title.
Select a task type.
Check the Recurring checkbox. The recurrence options displays.
- Check the box, Mark Not Completed on Next Occurrence, if you want the task to expire when the next occurrence starts.
Select whether you want employees to complete a recurring task after the next occurrence starts.
By default, the system unchecks the box, Check the Mark Not Completed on Next Occurrence. This allows employees to complete the task after the next occurrence is assigned. The task remains available with a status of Not Started when the system assigns the next occurrence.

If you check the box, the task expires and is no longer available when the system assigns the next occurrence.
Select a time to complete.

Time to complete must be less than the recurrence interval.
Select the recurrence interval and number of occurrences.
Select a start date.
The start date is available only for general purpose, investigation, and maintenance tasks created outside of an event. The start date is set to the current date by default. The task assigns on the selected start date.
Complete the remaining fields and click Save.
Each occurrence displays on the task listing screen.

Expiration of a Task

Edit a Recurring Task

You can modify a recurring task by selecting the task and clicking Edit. You can change the number of recurrences and modify the time to complete. Only current (in a Not Started or In Progess state) and future occurrences are changed.

Once a task is in progress, you can not edit the check box, Mark Not Completed on Next Occurrence.

The start date can be edited until the second task occurrence generates. If you need a new start date for the task, we suggest you create a new task and delete the existing one.

Employees can be added or removed from current occurrences only if they are in a Not Started / In Progress state. The due date and number of recurrence cannot be set to less than one.

Note: The system creates recurring task occurrences on the start date throughout the lifespan of that task. When a task in a series is complete and the next one has not been assigned, you are unable to edit assignees. If employees assigned to complete a task leave the company or change roles, you will have to edit the task assignee when the system creates the next occurrence of the task. You will be unable to change the assignee before the next occurrence starts.

For example,

You create a recurring task that starts on the first day of each quarter and assign it to Employee A.
Employee A completes the first occurrence in January, but he leaves the company in March.
The next task in the series does not get assigned until April 1.
After April 1, you can change the assignee on the task to Employee B who has taken over Employee A's responsibilities.
From that point on, the system assigns Employee B all the future task occurrences.

If you need to edit the assignee before the next occurrence starts, we suggest you create a new task and end the existing one by changing the number of scheduled recurrences.

When the Mark Not Completed on Next Occurrence box is not checked, tasks expire when the next occurrence is assigned.

Administrators can view expired tasks by going to IMS > Tasks.