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Understanding the scheduler

The scheduler is an area of Arthur where the user can set up scheduled action:

  1. Tasks
  2. Workorders
  3. Messages (SMS or email)

To find the scheduler index page

 

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 workorder index page
  4. Within a property, unit, or tenancy record

 

Quick add and scheduler index page

 

Within task or workorder index page>More>create scheduler

 

 

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 its 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 workorder will show on the scheduler index page. To edit or change see dropdown menu on the right

 

 

 

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