Recurring Tasks¶

docCentrum allows you to define a set of tasks that will be issued on a repeating basis.

Currently, we support tasks being issued on the same day every month, or on the same day on the same month each year.

We currently do not support recurrence schedules that span more than one year.

Set Up¶

To create a new recurrence schedule:

Access the Admin Center
Go to Recurring Tasks from the left hand navigation
Click Create Recurrence
Give the recurrence a Title
Set the schedule
- Set the day of the month this task(s) will be issued
- Set the month of the year which this task(s) will be issued
Set the Due Date Gap in days
- This is the number of days after the task will be issued that the tasks will be due
Set the users that will be the task recipients
Set the groups that will be the task recipients
Set a Template Group that will be used for task notifications
Set an Assigned By to indicate the issuer of the tasks

Next, set up the actual task details that will be issued. You can create multiple tasks to be sent out in a single recurrence.

Click Add Task, the Task Editor panel opens
Enter the Path, this is the URL to the item to be read
Enter a File Name, this is optional
Enter a Title, this is a single line description of the task. This is shown in Task Rollup lists
Enter a useful Description of why the user is requested to read this time
Enter a Media Type, this is primarily used to drive the icon shown in Task Rollup lists
Set the Read Type
Set the Priority
Optionally, set a Quiz
Click Save

You will finally need to click Save at the top of the Recurrence editor to commit all changes

By default, the docCentrum background service runs every night at midnight UTC, and will issue tasks for any recurrence that is due to run now.

You can issue tasks for a recurrence immediately by clicking the Issue Tasks Now button.

You can only issue tasks for a recurrence that has been saved.

You can click the View Instances button to show a list of all previously run instances for this recurrence.

You can only view instances for a recurrence that has been saved.