Scheduled Work: A Comprehensive Guide

In this guide, we'll walk you through the various aspects of the Scheduled Work feature. Whether you're new to Xenia or an experienced user, this guide will provide step-by-step instructions and tips to help you make the most out of this powerful tool. Let's dive in!

Section 1: Creating Recurring Work Schedules

Creating recurring work schedules in Xenia is a breeze. Follow these simple steps to get started:

1. Log in to your Xenia account and navigate to the Scheduled Work tab on the left side
2. Click on the "Create Schedule" button.

3. Assign team members who will be responsible for completing the tasks.
3. Configure the schedule settings, such as frequency, start date, and end date.
4. Assign team members who will be responsible for completing the tasks.
5. Press Create Schedule

Section 2: Configuring Notification and Scheduled Work Availability

Customizing notification and scheduled work availability settings allows you to control when tasks are visible to assignees and when notifications are sent. Here's how you can configure these settings:

1. Open the Scheduled Work feature in Xenia.
2. While creating a schedule, scroll to the bottom of the create schedule Form
3. Adjust the notification times to determine when assignees receive reminders and when the schedule will show up as available to complete
4. Customize these parameters to your liking

Section 3: Viewing a Schedule's Work Series History

The ability to view the work history of a schedule provides valuable insights and allows for better tracking. Follow these steps to access the work history:

1. Open the Scheduled Work feature in Xenia.
2. Click on the "Manage Schedules" tab.
3. Select the schedule you want to view the work history for.
4. Explore the details of completed tasks and work orders associated with the schedule.

Section 4: Editing a Schedule

Need to make changes to an existing schedule? No problem! Here's how you can edit a schedule:

1. Open the Scheduled Work feature in Xenia. Click on the Manage Schedules Tab
2. Click on the schedule you would like to edit and press the "Edit" icon in the top right
3. Modify the necessary fields, such as frequency, start date, or end date.
4. Update the assigned roles, if needed.
5. Save the changes to update the schedule.

Section 5: Viewing Overdue Schedules

Keeping track of overdue schedules is crucial to ensure timely completion of tasks. Follow these steps to view overdue schedules:

1. Open the Scheduled Work feature in Xenia.
2. Click on the "Overdue" tab.
3. Review the list of scheduled tasks that are past their due dates.