Recurring Dispatch Call Schedule Setup

1. Open the Product:
   • Create a new Product or select an existing one linked to the Service Contract
2. Access the Recurring Tab:
   • Navigate to the Recurring tab on the Product form
3. Add a Recurring Schedule:
   • Click the ADD button in the Recurring Calls grid to add a new Schedule
4. Populate the Schedule Fields:
   • Start and End Dates:  Typically align with the Service Contract’s duration
   • Start Date:  Determines the initial Date for Call creation.  Example: If the Start Date is January 5th and the Frequency is Monthly, Q360 will create a Call on the 5th of each month
   • Next Call Date:  Reflects when the next Call will be generated based on the defined Frequency.  This date does not account for Create Days in Advance settings (see below)
   • Last Call Date:  Auto-populated when a Call is generated, ensuring no duplicate Calls within the same interval
   • Frequency:  Select from predefined Frequencies or choose Custom to specify particular months
   • Warning Days:  Set an alert to notify users about upcoming Calls to help group them for efficiency
   • Create Days in Advance:  Specify how many days before the Next Call Date you want the Call to be created
   • A. Dispatch (Auto Dispatch) checkbox:  If a Technician is assigned to the Schedule, enabling this option will dispatch the created Call to the Technician, triggering dispatch-related notifications (e.g., emails).  If unchecked, the Call will be created with the Technician Assigned, but not Dispatched
5. Add Recurring Items to Calls:
   • Go to the Details tab and use the Find Product tab to add Items (e.g., Parts or Services) to include in every generated Call
6. Add a Checklist to the Schedule:
   • Navigate to the Checklist tab within the Recurring Dispatch Schedule
   • Use the Checklist Def drop down menu to select a Checklist and then click the Add Definition button to populate the grid with the selected Checklist
   • Note:  The same Checklist will be automatically attached to all Calls generated by this Schedule
7. Save the Schedule

Generate Recurring Dispatch Calls:

• Method 1 | From the Recurring Dispatch Schedule:
  • From the Recurring Dispatch Schedule > Extended Menu, select Generate Recurring Dispatch.  This will create the Call for the specific Dispatch Schedule

• Method 2 | Manually Mass Generate Dispatches:
  • Navigate to Service menu > Generate Recurring Dispatches.  This will mass-generate all due Dispatches across multiple Schedules

• Method 3 | Automatically Mass Generate Dispatches:
  • Create a new Background Job for Nightly Job: Recurring Dispatches.  For detailed instructions, refer to Background Jobs

Verify Generated Calls:

• Check Updates:
  • Last Call Date:  Populates with the Date of the most recent Call created
  • Next Call Date:  Updates based on the defined Frequency and Schedule settings

• Review Created Calls:
  • Go to the Call List tab within the Recurring Dispatch Schedule to review generated Calls in the grid

Recurring Dispatch Custom Frequency Setup

1. Go to Maintenance > General Codes > RDBILLCYCL
2. Edit or Add Frequencies | form must be in EDIT mode to add or edit rows
   • Frequency:  Provide a name or description for the frequency (e.g., Bi-Weekly)
   • Interval Unit:  Choose the unit of measurement (e.g., DAYS, WEEKS, MONTHS, YEARS)
   • Interval:  Set the value corresponding to the Interval unit.  For example, for yearly calls, choose YEARS and enter 1 as the Interval