Carnet Condo · Centre d'aide
Maintenance logbook: definitions

Set recurrence, active period and execution month

Choose a maintenance task's recurrence and fill in the conditional fields (active period, execution month, year) that follow from it.

Audience
Administrator
Screen
Recurrence section (create or edit)
Verified version
App 1.0.0

Goal

Define how often a maintenance task repeats. Depending on the chosen recurrence, the app shows additional fields (active period, execution month, year) that determine when the work orders are generated.

Audience

Administrator of the building.

Prerequisites

  • Be an administrator.
  • Be in the Recurrence section, while creating or editing a task.

Steps

  1. In the Recurrence section, choose the frequency. The app then shows the matching conditional fields (see the table below).
  2. Fill in the conditional fields shown (active period, execution month, year, as applicable).
  3. Continue creating or saving the task.

Fields shown by recurrence

RecurrenceConditional fields shown
Weekly / Twice monthly / MonthlyActive period: "Year-round" (months 1-12) or "Custom" (month selector, at least one month required)
QuarterlyExecution month selector (March / June / September / December by default)
AnnualExecution month (menu, 1-12)
Every 2, 3, 4, 5 or 10 yearsExecution month + Next execution year (≥ current year, up to +20 years)
On demandNo fields + a "No work order will be created automatically" message

Monthly with an active period: for a monthly task, choose "Year-round" or a custom period:

Monthly recurrence: Active period field (Year-round or Custom).

Quarterly: the selector defaults to March, June, September and December:

Quarterly recurrence: execution month selector.

Annual: choose the single execution month:

Annual recurrence: execution month menu.

Multi-year: for "Every 2 years" and higher, also set the next execution year:

Multi-year recurrence: execution month and next execution year.

On demand: no fields; a message reminds you that no work order will be created:

On demand recurrence: message stating that no work order is created automatically.

Changing the recurrence resets the fields

Changing the recurrence sets the active period back to "Year-round" and clears the fields that are no longer needed. Check the conditional fields after each frequency change.

Tips and common errors

  • "Custom" requires at least one month: a custom period with no month selected triggers an error; check at least one month.
  • Quarterly left empty: if no month is chosen, the app automatically applies March, June, September and December.
  • "On demand" creates no work order: use this option for manually triggered tasks; no occurrence is generated automatically.

See also

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