Making a planning item recurring
A planning item is scheduled by default for 1 specific moment/period with a start and end date.
You can choose to make a planning item recurring. In that case it will repeat after a number of x amount of time.
Example:
You are a company that installs swimming pools at customers. Every six months a winter shutdown and a summer start-up have to be carried out. You can do this by using a recurring planning item. This way you no longer have to schedule this job manually every six months.
There are several ways to create a recurring planning item in Robaws:
- You use the recurring periods that have been set up
- You apply a custom recurrence specifically on the planning item itself
Setting up recurring periods
You can create a standard recurring period via settings > general > planning > recurring periods or via settings > dayplanning > master data > recurring period.
Bear in mind that, if you choose this option, there is no end moment on this recurrence and that it keeps running endlessly, unless the main item is deleted.
Setting | Explanation |
|---|---|
Name | Name of the recurring period. It is used in the planning item, in the drop-down menu for a recurring item. |
Repeat each | You set the frequency of repeating. (every day, every week, every month) |
On specific days | The days on which something may be scheduled. |
Ends on | Exact date on which the recurrence has to end. |
Ends after | Exact number of times that the recurrence has to take place. |
Custom recurrence on the planning item itself
On a planning item you can set a custom recurrence that only applies to this planning item. You do not create this in the settings.
You have the following settings for this:
Setting | Explanation |
|---|---|
Repeat each ... | Here you set the repeat frequency (e.g. repeat each 1 week(s) to have a weekly recurrence). |
On specific days | If you choose 'weekly' recurrence, this setting becomes visible. If you activate this setting, you can determine on which days this may all possibly recur. |
Ends on ... | Here you set after how many times or on which date this recurrence has to stop. |
Changing one planning item from a series
You may need to change one item from a series, because exceptionally a different employee has to be scheduled.
If you want to change one dayplanning item from a series, you open it and untick 'Recurring'. You can then change it and leave it that way (do not tick it again). The rest of the series stays recurring.
Updated on: 04/09/2026
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