Defining Active Period

The Active Period defines how far into the future you can see jobs A unique service visit. It contains all information about the products and/or services that will be provided to a customer. A series of jobs can be created by a schedule (a job with a defined frequency). Note that the term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. resulting from recurring schedules A job with a frequency (service plan). Saving a schedule will create a series of jobs, depending on the frequency settings. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. within ServiceCEO. In other words, when you create a schedule, only the jobs that fall within this active period will be immediately visible. This limitation ensures that the system will maintain a manageable volume of active schedule data while sustaining reasonable performance. For example: if the current date is January 1st and the Active Period is set to four months, the application will only display the specific job tickets (the specific instances of a recurring schedule) for the time period of January 1st through May 1st.

Note that all jobs that occur in the past - even if not within the Active Period - are always visible from the Calendar and a customer's Jobs tab.

Tip:
If you do not use recurring schedules, you do not need to worry about the Active Period. Simply select the Automatically maintain 4-month Active Period check box.

To extend the active period:

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Active Period from the Categories bar. The Active Period Options dialog box appears.

Note:
The red bar above Extend Active Period indicates the current active period for the system.

Click Extend Active Period. A Confirmation dialog box appears.
Click Yes to agree to the extension.
If someone is logged into ServiceCEO, a prompt will appear. Since you cannot continue extending the active period while someone is logged into ServiceCEO, click OK. The Show Connected Users dialog box appears. Log off all connected users before continuing.
Click OK.

To keep a four month active period:

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Active Period from the Categories bar. The Active Period Options dialog box appears.
Select the Automatically maintain 4-month Active Period check box if you would like the application automatically adjust the Active Period.
Click OK.

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