How to Create a Scheduled Cycle Count

Scheduled Cycle Counts let you automate recurring inventory audits (e.g. weekly, monthly) instead of creating each one manually.

Step 1 – Open the Scheduled Tab

1. From the main sidebar, expand Parts & Supplies.
2. Click Cycle Counts.
3. At the top of the dashboard, select the Scheduled tab.

Step 2 – Open the Creation Form

1. Click the black + Create button in the top‑right corner.
2. The Create a Scheduled Cycle Count form opens.

Step 3 – Define Schedule Parameters

Fill in the fields to build your automation rule.

Field	Description	Required
Name	Clear title for the recurring audit (e.g. Weekly Main Cage Audit).	Yes
Location	Warehouse / facility that will be audited each time.	Yes
Time Trigger	Frequency or schedule pattern (e.g. Weekly, Monthly).	Yes
Days To Due Date	Number of days the technician has to finish the count after it is generated (e.g. 3).	Yes
Types	Optional filter to limit scope to specific inventory types (e.g. only Consumables).	No
Assign to	Technician or team member who will always receive these audits.	Yes
Description	Recurring instructions for the assignee.	No

info: Draft generation Each time the schedule triggers, UniCMMS creates a new Cycle Count in Draft status, auto‑populates its scope, and assigns it to the chosen user.

Step 4 – Save the Schedule

1. Click Submit.
2. The template is saved.
   Whenever the Time Trigger condition is met, UniCMMS automatically generates a new Draft Cycle Count and adds it to your list.