Setting Up and Using Recurring Tasks
Setting Up and Using Recurring Tasks
By setting up recurring tasks in
RideCache, you can save a lot of the data entry and create a nice, complete
history for your recurring maintenance items – all with a single click each
time you complete the task.
Setting up a recurring task
The first time you set up a recurring task you will want to create a very detailed record of the task with all of the associated parts, resources and pictures. Note that it is worth taking a little extra time creating this first task because once it is set up, all of the subsequent tasks will be automatically generated and use this information without you ever having to enter it again.1.
Create a single task using the
Create Task button. Fill in the normal details for the task, using a name and description that will make sense when it is used in a recurring fashion. Then check the "Recurring Task" box at the bottom right of the form and save the task.
2.
Now open the newly created task and create or add all parts that need to be associated
with the task. This includes creating or adding the associated resource
(vendor) for those parts and any desired images.
3. Next, also create or add the Associated Providers that will be responsible for completing the task. This may be your dealer, your favorite shop, or yourself if you will be DIY (if you will DIY, we suggest creating a resource for your own “shop” such as “Gary’s Garage” to be listed as the resource).
Completing a recurring task
To complete a recurring task from your task list, simply click on the green “complete recurring task” icon to the right of the task information in your task list. When you click that button, RideCache will do the following:
Update the existing and prior taskso Mark the existing task completed and move it to your completed tasks list
Create a new tasko Parts associated with the completed task will have their status updated to be “installed”
o Parts associated with the prior task (if available) will have their status updated to be “discarded”
o Notifications will be cleared
o Create a new duplicate task with the status of “To Do”
o Assign a “target date” and “target usage” for completion based on the notification settings of the original task
o Create new duplicate parts for the task with a status of “Needed” (all associated resources and pictures will also be duplicated, so these parts will look exactly like those they replaced)
o Create new notifications with the same settings as the prior task, but now based on the current date and usage for the vehicle (be sure and update your odometer setting in your main vehicle information before you complete the task!)
After Completion
It is not required, but after a recurring task completion you may want to go back in add a few things that are specific to this instance of the task:
- Any receipts or invoices specific to this completion (the papers do not get duplicated by RideCache because they are assumed to be specific to one instance of the task)
- Any pictures that are specific to this task completion
- Any notes that are specific to this task completion