Recall Series Quick Guide
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Plan recalls.
Gather lists of events that occur in stages (such as inoculations) or that reoccur at set intervals (such as DOT physicals).
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Add each step.
- File Maintenance > Setup - Orders > Recall Series > Add (Ctrl+A).
- Type Task ID for first event.
- In Recall Task ID, type task ID for next event.
- Indicate days from first event to next event.
- Place checkmark in Auto Add Recalls for most purposes.
- Save.
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Add additional steps.
- Copy record to create additional events in the series.
- Continue to use the same initial Task ID.
- Change the Recall Task ID for each subsequent event.
- Days are counted from the first event.