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--- schedule [2026/01/19 04:46] – chillhubadmin
+++ schedule [2026/04/27 08:32] (current) – chillhubadmin
@@ Line 1: / Line 1: @@
 ===== Scheduling =====
 Please refer to the guide below for detailed information on scheduling module.
+\\ {{youtube>CnWzD_urnRk}}
 ++++ Manage Schedules: Overview of all scheduled tasks, deliveries, and services in either a calendar or list view  |
 === Manage Schedules ===
@@ Line 17: / Line 18: @@
     * {{mdi>chevron-right?24}} : Move to the next week (desktop) or next day (mobile).
     * {{mdi>plus?24}} **Date** : Shows the selected weekly range (desktop) or a single date (mobile).
-    * {{mdi>account-multiple?24}} **Filter by Team** : Narrow down schedules based on selected assigned teams. \\ {{:schedule:schedule_6.jpg?400|}}
+    * {{mdi>account-multiple?24}} **Filter by Team** : Narrow down schedules based on selected assigned teams (and team categories). \\ {{:schedule:schedule_6.jpg?400|}}
     * {{mdi>calendar-check?24}} **Show Free Slots**: Displays the available time slots of the selected teams on the calendar. \\ {{:schedule:schedule_5.jpg?500|}}
     * {{mdi>dots-horizontal?24}} More actions:
@@ Line 154: / Line 155: @@
     * **Amount to Receive**: The total amount expected to be received or earned from the job.
       * **Auto Link Amount**: Automatically links the invoice or sales order amount as the **Amount to Receive**.
-    * **Delivery Order No**: The delivery note associated to the job.
+    * **Delivery Note No**: The delivery note associated to the job.
       * Automatically populated if a delivery note exists from the associated invoice or sales order with a matching delivery date.
+      * **View Document**: Opens the delivery note for viewing and allows the customer to sign digitally.
     * **Job Completion Note No**: The job completion note associated to the job.
       * Automatically populated if a job completion note exists from the associated invoice or sales order with a matching service date.
+      * {{mdi>plus?24}}: Create a job completion note in the associated invoice or sales order.
+      * {{mdi>pencil?24}}: Edit the job completion note in the associated invoice or sales order.
+      * **View Document**: Opens the job completion note for viewing and allows the customer to sign digitally.
   * **Remark**: Any additional notes or comments related to the job.
+== Form Actions ==
+  * **Save & Close**: Save and close the form
+    * **Save as Pending**: Save changes while keeping the job in pending status.
+    * **Save as Started**: Save changes and mark the job as started.
+    * **Save and Complete**: Save changes and mark the job as completed.
+    * **Save and Cancel**: Save changes and cancel the job.
+  * **Save & Continue**: Save and leave the form open
+    * **Save as Pending**: Save changes while keeping the job in pending status.
+    * **Save as Started**: Save changes and mark the job as started.
+    * **Save and Complete**: Save changes and mark the job as completed.
+    * **Save and Cancel**: Save changes and cancel the job.
+  * **Upload Media**: Upload photos or files related to the job. //(e.g. site photos, documents, or supporting images)//
 ++++
 ++++ Daily Note: Create or edit daily note for reference |
@@ Line 166: / Line 183: @@
   * **Remark**: Notes or comments for reference on the selected date.
 ++++
+++++ Recurrence: Set Up a Recurring Schedule |
+== Recurrence Form ==
+\\ {{:schedule:schedule_7.jpg?600|}}
+  * **Start Date**: The start date of the recurrence. //Default: Uses the selected job’s appointment date.//
+  * **End Date**: The end date of the recurrence. //Note: The recurrence period cannot exceed one year.//
+  * **Frequency**: Defines how often the job is repeated. Choose from:
+    * //Daily// – The job repeats every day.
+    * //Weekly// – The job repeats on selected days of the week.
+      * Weekday toggle buttons will be displayed for selection.
+    * //Monthly// – The job repeats on selected days of the month.
+      * Day-of-month toggle buttons will be displayed for selection.
+  * **Every**: Specifies the interval between recurrences based on the selected frequency. //Example: Every 2 weeks, Every 3 months.//
+  * **Generate Jobs**: Generates job instances based on the defined recurrence rules and displays them in the preview table.
+  * **Generated Jobs Preview**: //(Note that some of these columns may be hidden in the row details)//
+    * {{mdi>chevron-up?24}}: Expand row to view more details.
+    * {{mdi>pencil?24}}: Modify job or note details
+    * {{mdi>delete?24}}: Remove the job or note from the generated list.
+    * **Submit status**: Indicates the submission state of each generated job.
+      * **Unmodified**: The job has not been edited since generation.
+      * **Pending**: The job is pending submission.
+      * **Success**: The job was successfully created/updated.
+      * **Error**: The job failed to be created due to an error.
+    * **Date**: Date of the job appointment
+    * **Team**: The assigned team responsible for the job.
+    * **Remark**: Any additional notes or comments related to the job.
+    * **Attachment**: Specifies whether the job has one or more attached files.
+    * **Submit error**: Displays the error message if job submission fails.
+    * **From**: The //Planned// or //Actual (Planned)// starting time of the job.
+    * **To**: The //Planned// or //Actual (Planned)// ending time of the job.
+    * **Tasks**: The list of tasks to be performed for the job.
+  * **Save**: Button to create or update the jobs displayed in the preview table.
+++++
+<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>