Setup staff

Setting up recurring schedule items

Use the Recurrence dialog to set up recurring schedule items such as meetings, scheduled phone calls, or to-do items.
  1. Open the meeting, scheduled phone call, or to do item.
    To open a schedule item, do one of the following:
    • Click the arrow next to the Add button on the toolbar, and select a schedule item from the drop-down menu.
    • Right-click an item in the Manage Staff screen, and choose Add or Edit.
    • Double-click a schedule item in the calendar.
  2. Click the Recurrence button.
  3. Click the
    Use Specified Rule
     option.
    note
    To remove the recurrence from a schedule item, click the
    None
     option so that the application does not generate any future occurrences.
  4. Select the appropriate recurrence settings for the schedule item.
    Recurrence setting
    Selection
    Frequency
    In the
    Pattern
     field, select how often the item occurs from the drop-down list. The available options change depending on the frequency you select.
    note
    If you select
    None
     for the recurrence, no due date options are available.
    Target dates
    Enter the number of
    month(s)
     and/or
    day(s)
     before the complete date that the recurring schedule item should start.
    Expiration
    • Click the
      No end date
       option for ongoing schedule items.
    • Click the
      End after
       option and enter the number of occurrences to generate a limited number of schedule items.
    • Click the
      End by
       option and select a date from the drop-down calendar to end the recurrence by a specific date.
    Generation
    Generate the next Schedule Item:
    • When I manually create it
      : Click this option to manually generate the next schedule item.
    • month(s) / day(s) before the next occurrence
      : Click this option and enter the number of months and/or days before the next recurring schedule item. This option allows you to postpone generation of future schedule items until closer to their due date.
    • Generate all
      : Click this option to generate all of the schedule items now and to add the items to the calendar.
  5. Click OK.

This article applies to:

  • Product: Digita Practice Advanced