To repeat a work order, open it and choose Repeatā¦ in the page header, next to Download. Colobbo then makes a copy about a week before each date, assigns it. If your company uses the Resource Planner, it is also booked there. Otherwise the person just gets the work order. Your Colobbo contact switches repeating schedules on for your company.
Set up the repeat
Open the work order you want to repeat.
In the page header, next to Download, choose Repeatā¦.
The schedule form opens with the work order filled in. Choose who does it and when it starts.
Choose how often it repeats: daily, weekly on chosen days, or monthly.
Choose Save schedule.
You need permission to create work orders to see Repeatā¦. Technicians can only repeat work orders assigned to them. A schedule cannot start in the past and can run for up to a year.
What each copy contains
Copied | Not copied |
Type, site, address, priority, description, notes, teams, custom fields and tags | Photos and files, rate lines and materials |
Once a copy is made it is an ordinary work order. Pausing or changing the schedule never cancels it.
Who does each copy
Choice | What happens |
One person | Every copy is theirs. |
Several people | They take turns. Each copy goes to the next person in the list, then the list starts again. |
A work order has one technician, so choosing several people always means taking turns. The form shows the order, for example Turns go Sam Lee, then Jo Park, then start again.
See and manage your repeating work orders
Open Work Orders, then Schedules. The Schedules tab lists each repeat; the Upcoming tab lists the dates to come. Open a schedule to Edit schedule, Pause, Stop, or Skip a single date. Use Skip for a public holiday and Pause for a shutdown.
Frequently asked questions
When is each copy made?
About a week before its date, so the person has time to plan.
Does the person get notified?
Yes. The copy is assigned to them with the usual work order notifications, and, if your company uses the Resource Planner, it shows on their day there.
Why can I not see Repeatā¦?
You need permission to create work orders, and repeating schedules must be switched on for your company. Ask your Colobbo contact.
Can I repeat a work order in the phone app?
Not yet. Repeating work orders is on the web app today, and the copies appear in the phone app after the next Colobbo app update.