Overview
You can add a default schedule to a Procedure. This allows you to define the schedule once, and have it automatically created when you assign the procedure to clients.To learn more about Procedures, check out this link.
Add a Schedule to the Procedure
In the following steps, we will add a schedule to a Procedure.
- Edit an existing procedure or create a new one.
- Next to Schedule, click
Follow these steps on the dialog:
- Change Year to set the frequency by which the procedure will repeat. For example, selecting 6 Months means the procedure will repeat every 6 months.
- Select whether the repeating cycle begins from calendar date or financial date.
- Enter the offset to skip the specified days before the schedule repeats.
- Click Save.