Understanding the scheduler

Modified on Thu, 21 Mar 2024 at 09:26 AM

The scheduler is an area of Arthur where the user can set up scheduled actions. These actions include:

  1. Tasks
  2. Work orders
  3. Messages (SMS or email)


To find the Scheduler index page - Calendar > Scheduler


 

Create a scheduled action

This can be done from a number of places:

  1. Quick add
  2. Scheduler index page
  3. Within the task or work order index page
  4. Within a property, unit, or tenancy record


Quick add and Scheduler index Page


 

  Within a Task, Work Order or Tenancy index Page > More > Create Schedule

 

  Or within a record (property, unit, or tenancy) > Scheduler > Add


 

Step 1- Create the schedule  In this example, it's cleaning every two weeks on a Saturday.

    

  Step 2 - Create the scheduled action In this example, it's the creation of a work order.

  

Once the action has been chosen, the screen will dynamically change to allow for the addition of the details to that action.   The start date and due dates are how many days after the creation date these are to be

  

Once created, the scheduled work order will show on the Scheduler index page. To edit or change these, click the dropdown menu on the right.

    

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