Recall Series Quick Guide

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