Who is this article for?

Users who want to learn more about repeating Actions.

No elevated permissions are required.

Understanding the intricacies of repeating actions is essential for streamlining task management within Lucidity Software. This FAQ guide addresses common queries regarding the creation, management, and modification of repeating Actions, providing clarity and guidance for users.

1. Where can repeating Actions be created from?
2. When does the next Action get created for repeating Actions?
3. What happens if a repeating Action is overdue, and the next Action is also now due?
4. How does the date of the first Action work?
5. What if the repeating interval is edited?
6. How do I control who is in a User Group?
7. How do I re-open an Action after it has been closed?

1. Where can repeating Actions be created from?

Repeating actions can only be created from within the My Actions or All Actions pages. It is not possible to specify a repeating action from within an incident, risk, or another module within Lucidity Software. This restriction exists because many modules (such as Incident) use the closure of the last associated action as a trigger to advance to the next processing step. Setting a recurring action would prevent the incident or issue from ever progressing to completion.

2. When does the next Action get created for repeating Actions?

For a repeating action, there is only ever one open action in the series at any given time. The next action in the series is created as soon as the current action is closed, regardless of the due date of the new action. This allows for the repeating interval to be modified if necessary and used to create the next action in the series.

3. What happens if a repeating Action is overdue, and the next Action is also now due?

There will only ever be one open repeating action for each series. If the open action is overdue and then closed, the next action in the series will be created with its correct due date based on the last action. Depending on how overdue the last action was, the newly created action may be immediately overdue. This functionality ensures that an action is never "skipped" due to a preceding action being closed late.

4. How does the date of the first Action work?

The date selected when the repeating Action is initially created is the date of the first Action in the series. When the next Action repeats, it takes the first matching date starting from the date of the initial Action. If there is an inconsistency between the date of the initial Action and the repeating interval (e.g., the first Action is set to be due on a Wednesday, but the repeating frequency is weekly on Fridays), the next Action will be created on a Friday and each Friday thereafter.

To avoid confusion, it is recommended that the first date of the series matches the repeating instructions. For example, if the Action is to repeat on the first day of the month, ensure the initial Action is also set on the first day of the month.

5. What if the repeating interval is edited?

Since there is only one open Action for each series at one time, if the repeating interval is modified by editing the open Action, the new repeating interval will be used when creating the next Action in the series.

6. How do I control who is in a User Group?

User groups are created and managed within Lucidity Access. They can be found on the Users tab under the User Group menu.

7. How do I re-open an Action after it has been closed?

A closed Action can be re-opened from Lucidity Intranet. From the Actions tab, identify the Action to be re-opened and select Edit. At the bottom of the Action record, there is a Reopen Action button. Click this button, and the Action will be re-opened.