Manage an Existing Recurring Check - Check Web Portal

OVERVIEW

Once a recurring Check has been created, we may need to:

• View / Edit the sequence
• Delete the sequence

The values that may be edited include:

• Title
• Description
• Location (Site)
• Accountable party
• Assigned User
• Repeating interval (i.e. Daily, Weekly, Monthly, Yearly)
• From Date
• To Date

This article explains how to do this.

VIEW / EDIT THE SEQUENCE

1. Select Manage Recurring Checks from the Menu bar:
   
   Result: The Manage Recurring Checks Register is displayed.
   
   
2. Locate the recurring Check by searching or browsing the Recurring Checks Reigster.
   
   
3. Once located, click Actions, then Edit
   Result: The recurring Check details are displayed.
   
   
4. Edit any field where changes are required, then click Save.
   
   Result: 
   The recurring Planned Check will be altered according to the saved changes. Existing, completed Checks will be unaffected. Future Checks may be deleted, created or re-assigned depending on the nature of the changes made. In the case that the Assigned User is changed, the Check(s) will be removed from the originally assigned User's device and pushed to the new User's device automatically.

DELETE THE SEQUENCE

1. Select Manage Recurring Checks from the Menu bar:
   
   Result: The Manage Recurring Checks Register is displayed.
   
   
2. Locate the recurring check by searching or browsing the Recurring Checks Reigster.
   
   
3. Once located, click Actions, then Delete. Confirm deletion in the resulting pop-up:
   
   Result: 
   The recurring Planned Check will be deleted, including all uncompleted instances of the Check. The Check(s) will be removed from the assigned Check Mobile App User's device.