Editing Recurring Trips
When you have a recurring trip setup that automatically
generates on a schedule, there will come a time when one or many
details of that recurring trip need to change.
Behind the scenes there is a recurring template with all of the
trip details set to a schedule. This recurring trip generates
several instances of the trip in advance so that you can forecast
your upcoming schedule and easily make changes to individual
instances when necessary. If, however, the trip details are
changing permanently, it's best to find and edit the original
recurring trip template so that moving forward the generated trips
are accurate and you don't need to keep editing them as they
Note: Examples of recurring
trips might include a weekly grocery shopping trip, a monthly
trip to the symphony, or a weekly dialysis appointment for a
Let's use the example of a weekly dialysis appointment for a
resident Jean Paul Duhammel. Originally his appointment was at
10am, but now it has changed to 2pm. Here's what you should do:
Find The Recurring Trip Template
Use your search tab by going to Search > Trips.
- Apply filters such as part of a trip name to help narrow
down the selection.
- Click the Recurring Only filter checkbox to limit the
results to just the recurring templates.
- Click Search Now.
This returns all recurring template matching the filters. To
edit a template, click the trip name to pop-up the recurring trip
form for editing.
Make Edits and Update Upcoming Trip Instances
- Make any edits required such as assigned drivers,
vehicles, trip times, destinations, notes etc.
- Before saving, click the Update upcoming trip
- Click the Save button.
The update upcoming trip instances option scans through
all pre-generated instances of that trip that are in the future and
applies the same changes. In the example of my dialysis
appointment, TheWorxHub had already pre-generated 4 instances that
were visible on my dashboard. This technique will apply my changes
to those future dated trips and all newly generated trips moving
Note: You cannot use this
technique to change the trip date for pre-generated trips. For
example, if the trip was set to recur every Friday but now it's
moving to Monday, you can change the recurrence pattern on the
original recurring trip, but any pre-generated trips will need to
be edited manually to change the trip date.
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