A recurring assignment refers to a task or job that repeats or occurs regularly over a specified period of time. In the context of Staffpoint or similar systems, a recurring assignment feature allows users to schedule and manage assignments that repeat on a regular basis, such as daily, weekly, monthly, or at custom intervals.
For example, if a company needs to schedule a cleaning service for their office every Monday, Wednesday, and Friday, they would create a recurring assignment specifying these days. The system would then automatically generate these assignments on the specified days without the need for manual input each time.
In essence, a recurring assignment streamlines the scheduling process by automating the creation of repetitive tasks, saving time and effort for users.
Access Assignment Status Screen:
Upon logging in, the assignment status screen will be displayed.
Navigate to "New Request":
- Click on "New Request" in the menu bar to proceed to the new assignment page.
Choose Recurring Option:
- Select the "Recurring" option to indicate that the assignment will repeat over a period of time.
Fill Client's Information:
- Enter the client's name in the designated field.
- Specify the request method through which the assignment was requested.
- Choose the appropriate personnel type for the assignment.
Add Assignment Specific Requirements:
- Include any specific requirements such as attributes or language preferences relevant to the assignment.
Select Recurrence Pattern:
- Choose the recurrence pattern that best fits the assignment's schedule (e.g., daily, weekly, monthly).
- Specify the days or intervals on which the assignment should recur.
Set Range of Recurrence:
- Define the range of recurrence by selecting the start and end dates for the recurring assignments.
Add Reminders (Optional):
- Optionally, add reminders to notify relevant parties about upcoming recurring assignments.
Click on the ‘queue Assignment’ button to add this booking to the queue.
Multiple requests can be queued up before sending.
This will allow you to delete any “Booking a Recurring Assignment”.
assignments you’ve made in error or that are no longer required, or add more requests
without needing to repeatedly go back to step 1.
When you’re done adding requests, click the ‘Send Assignments’. Events will also be appended to the Event Log.
By following these steps, users can efficiently set up and manage recurring assignments within the system, ensuring that tasks are scheduled and executed according to the specified recurrence pattern and requirements.