For regular maintenance work, for example, pool cleaning, you can set up recurring maintenance requests. After you set up a template and a schedule, you can "post" the template to have the system create the correct maintenance requests at the correct intervals.
This article describes how to post recurring maintenance requests.
To post recurring maintenance requests
Go to Maintenance > Post Recurring Maintenance Request.
A filter appears.
Complete the filter. All the fields are filter fields, except for Due Date.
In the Recurring MR field, you can select a post code. (Note: Post codes allow you to set up a group of recurring maintenance requests that you can post together. Post codes are entered in the Post Ref. field on the template.)
The Due Date you enter on the filter becomes the due date on the maintenance requests.
Click Submit.
Breeze displays the recurring maintenance requests that match the filter criteria.
Select the recurring MRs that you want to post.
Click Preview.
Breeze displays a line for each maintenance request it will create, based on the schedule in the template and the Due Date you entered in the filter.
Select the MRs you want to created.
Click Post. Breeze creates the MRs.
An example is shown below.
