Tracking and viewing repeating requests

Updated:

Tikkit includes a number of features to aid in tracking repeating requests, including the ability to easily see a complete history of requests in a series.

Although repeating requests are an incredibly useful feature and essential to any preventative maintenance program, they also tend to create a large volume of tasks that can become unwieldy over time. A variety of Tikkit features are designed to help you tame the information overload.

View all the requests in a series

Sometimes it's important to view all the requests in a repeating series so that you can investigate the extended history of work performed at a location. This is easy to do:

  1. Open up the most recent request in the series. In the infobox on the right, you will find a value labeled "Series." Click the linked request ID in this section to be taken to the template for the entire series.



    Alternatively: click the "Repeating" view in the left-hand sidebar and locate the request template directly. Click on it to open it up.
  2. Near the top of the template is a section labeled "View series info." Click on it to expand this section.
  3. This section shows both upcoming dates for future requests in the series, and links to past requests that have already been created. Only a few of the most recently created requests are shown.
  4. To view all the request in the series, click "See requests in series." This will take you to a view showing all past requests in the series. As with any view, you can customize and sort the columns.

Custom view filters

Custom views are a powerful tool for fine-tuning your Tikkit workflow. The "Repeating" filter for custom views allows you to restrict the view to only requests that are part of a repeating series, or to exclude repeating requests entirely. This is handy for focusing your searches.

Learn more about using custom views.

View columns

Tikkit includes a view column called "Repeating schedule" that allows you to show the series schedule directly in the view table. This column only makes sense in the "Repeating" view, because it only applies to request templates.

Learn more about adjusting view columns.

Have more questions? Submit a request