Run a recurring meeting
Most H&S meetings happen on a cadence — monthly, quarterly, weekly. SteadyOn models this as a series: one occurrence at a time, with the next created when you close the current one. For the concept behind this, see Recurring items — how scheduling works.
Make a meeting recurring
Section titled “Make a meeting recurring”When you schedule a meeting, set the Repeat options on the Assign tab:
- Frequency — daily, weekly, monthly (and so on).
- Basis — anchor keeps the cadence fixed to the original scheduled date; recent counts from when you actually held the last one. Anchor is usual for a “first Tuesday of the month” committee.
You can also turn recurrence on from the Assign tab of an existing meeting.
Advance the series
Section titled “Advance the series”A recurring series doesn’t auto-create future meetings on a calendar. Instead, it advances when you close the current occurrence:
- Mark as held — when you complete the meeting, a Schedule next dialog appears showing the next date (from your frequency and basis). Confirm to create the next occurrence. You can override the date, or choose not to repeat again to end the series there.
- Skip this occurrence — if a meeting doesn’t go ahead but the series should continue, skip it from the ⋯ menu. SteadyOn records the skip and schedules the next one.
Each occurrence shows its number (e.g. Recurring occurrence #4) with Previous and Next links so you can step through the history.
End the series
Section titled “End the series”To stop a recurring meeting repeating, Cancel it. On a live series you’ll be asked to confirm End the recurring series? — no further occurrences are created. (A single occurrence that’s already in the past stays on record.)