Stop a Recurrence

Owned by Chris vanderHeide
Last updated: Apr 15, 2016
2 min read

To stop a recurring event from generating new events, you can edit the Recurring Event and set the end date on the Recurrence Pattern.

To edit a Recurring Event:
Option 1 - From the Calendar:

  • Open the Calendar. Select the person for whom you want to edit a recurring schedule to display their calendar.
  • Move your cursor to a schedule created from the Recurrence Master you wish to stop. Right click your mouse on the schedule and select Edit Recurrence from the context menu.

Option 2 - From the Recurring Events list

  • Open the Relationship Management Module and select the person for whom you want to edit a recurring schedule.
  • Click on the Recurring Events tool under the Scheduling drop down menu in the ribbon at the top of the screen.
  • Select the recurring event you want to stop and click on the Edit tool in the toolbar.

THEN. . .

The Setup a Recurring Schedule screen will open.

  • Click on the Recurrence Pattern tool in the ribbon to view the current Recurrence Pattern.
  • In the Range of Recurrence section at the bottom of the screen, ensure that the End date option is selected and populate the date the recurrence should stop (the last date that schedules will be generated).

  • You may notice that the Start date is a future date; you will need to adjust the Start date to a date that is before the End date you have populated.

    Changing the Start date changes the point at which new schedules will be generated but will not affect or remove any schedules before the new start date.
  • Save your changes to the Recurrence Pattern.

  • Then click Save on the Setup a Recurring Schedule screen to save the Recurring Schedule/Master Schedule. A prompt will ask if you wish to reset the start date. If you have already manually set a start date above, select No. Otherwise you will probably want to select Yes to reset the start date. 

    If you are editing the recurrence from the calendar, the start date for the changes you are making will be the date of the schedule you were on in the calendar. If you are editing the recurrence from the list, the start date would reset to the first date of the recurrence, so you will want to manually adjust the start date of the pattern to be the date you want the changes to start taking effect)

  • The system will indicate how many schedules were created. A prompt asks if you wish to check for errors with the recurrence and a screen advise if there are any isolated schedules.
    No schedules will be created past the end date of the recurrence; any existing schedules beyond the new end date of the recurrence will be removed, unless they already have actual hours.