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Quarterly

The "Quarterly" periodicity type is used to schedule an audit that will be conducted every quarter on a specified date and time. This is ideal for regular audits that occur four times a year.

Configuring the "Quarterly" Type in the Schedule​

Requirements. You will need:

One of the roles:

  • Administrator
  • Schedule Management

Type of workspace:

  • Full workspace.

Step 1: Select the "Quarterly" Periodicity Type​

When creating or editing a schedule:

  1. In the field "Schedule Type", select the "Quarterly" option from the list of available periodicity types.

    Selecting the "Quarterly" schedule type | AuditBLOOM

Step 2: Specify the Audit Date and Time​

  1. Start Date and Time:

    • Click on the "Start Date and Time" field and choose the date and time when the audit should begin every quarter.

      Example: 12.11.2024 20:00:00

  2. End Date and Time:

    • Click on the "End Date and Time" field and set the date and time by which the audit must be completed every quarter.

      Example: 18.11.2024 18:00:00

      Configuring the date and time for the "Quarterly" type | AuditBLOOM

Step 3: Set the Schedule Duration​

  1. Start Date of the Schedule Period:

    • Click on the "Start Date" field and select the date from which the schedule should take effect.

  2. End Date of the Schedule Period:

    • Click on the "End Date" field and select the date until which the schedule should remain active.