INTACT Help System
How to set up a recurring action
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The same form is used to set up a completely new recurring action and to sign off each time it is carried out.  To set up a new recurring action:

Step

Action

Comments

1

From the Recurring Actions tabbed page, click on Open Recurring Actions Form

The form shown below appears.

2

Go to a new record

1

3

Unlock the Recurring Type and Action titles columns

2 This unlocks the
columns

4

Select the Recurring Type and add the action tile

You can add new recurring types from the Set Up page

5

Add the frequency in months and the next due date

6

If required, add who will be accountable.

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