Recurring Orders

A recurring order consists of:

  • A parent order, which defines the scope of work and the recurrence settings.

    and

  • Multiple child orders, which carry out the work.

Example: If you submit a parent order to run the Power Consumption report every week for 4 weeks, there will be 4 child orders associated with that parent order (one for each week). The Power Consumption report will be generated once for each child order.

On the Orders and Tickets History screen, you can quickly identify recurring orders by the recurring icon () in the Description column. For example:

View Open Parent Orders

To see all your open parent orders:

  1. Go to the Orders and Tickets History screen and click the Recurring tab.

  2. Use the filtering options to refine the list by status, location, and/or creation date. You can also search by order number, PO number, etc.

View Parent Order Details

To see the details for a parent order:

  1. Select the order from the Orders and Tickets History screen.

    The Activity Timeline tab shows the 5 most recent child orders associated with the parent order, along with a link to each of those orders:

  2. Click the Service Details tab to see the Recurrence Details for the parent order:

View Child Orders

To see child orders for a parent:

  1. Click the All Recurring Orders tab from the Activity Timeline of the parent order. This tab shows all child orders associated with the parent order (for the last 12 months). It also shows whether each child order is open or closed.

  2. You can filter this list by date and/or status.

  3. To see the details for a child order, click the child order number (from the All Recurring Orders tab or the Activity Timeline of the parent order).

    The Activity Timeline for each child order provides a link to its parent order, and another link (View All Recurring Orders) to view all its sibling orders.

Tip: You can also locate parent and child orders using the search box and/or the filters on the All tab of the Orders and Tickets History screen.

Note: The Closed tab of the Orders and Tickets History screen includes any child orders that have been completed, and any parent orders for which ALL the child orders have been completed.

To change the recurrence settings for a recurring order, contact the Global Service Desk (GSD).

  1. After you submit a parent order, it must be reviewed by the IBX for approval. It is shown on the Recurring tab in Submitted status.

  2. If needed, you might be contacted for questions or additional information. The parent order is shown in Pending Approval status.

  3. Once the parent is approved:

    • Child orders are generated. Each child order appears on the Open tab of the Orders and Tickets History screen.

    • The parent order is shown on the Recurring tab with a status of In Progress.

  4. As each child order is completed, the child moves to the Closed tab (on the Orders and Tickets History screen).

  5. Once all child orders are done, the parent order moves from the Recurring tab to the Closed tab, and the parent's status changes to Completed.