Recurrence Utility

The Recurrence Utility automates the scheduling of recurring items such as Assessments, Data Calls, and Corrective Action Tasks. Use it to reduce manual effort and ensure deadlines are met consistently.

How to Use

1. Open an Assessment, Data Call, or Task record.
2. In the Utility panel, select Recurrence Wizard.
3. Set the recurrence schedule:
   • Planned start and end dates for the first instance
   • Repeat interval
   • User assignment type
   • Frequency (e.g., weekly, monthly)
4. Review the generated list of future items.
5. Click Create to confirm and schedule all recurring events.

Note: Scheduled items are automatically assigned and visible in their respective module timelines.