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NOTE

The following shows screenshots and steps for a task, but setting up recurrence is the same for requests, assessments and tasks. 

To set up recurrence, complete the following steps:

  1. Create and save a new task, request or assessment. Or open an existing one.
  2. Click Repeat.



  3. In the Repeat every field, select the number of times for the repeat and the date term.



  4. Select the days the alert is to go out.
  5. On the Starts on calendar picker, select a date for the first notification.



  6. For the Ends field, select one of the following:
    1. On - This is the last date a notification goes out. The selection prompts a calendar picker to select an end date.
    2. After - This prompts the display of an occurrences text box to enter the number of times notifications are sent.

      TIP

      The number entered in the occurrences text field should be viewed as per notification. For example, if you have an item that repeats every week on Monday, Wednesday and Friday for four weeks, the number should be 12. 

    3. Never - This continues notifications indefinitely. 

Ending a Recurrence


To end a recurrence, complete the following steps:

  1. Open the item.
  2. Click Stop Repeating.



  3. In the dialog box, click Stop Recurrence.
  4. Alternatively, click Cancel to close the dialog box without making changes.

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