Editing Multiple Work Orders in Batch

    In some scenarios you may need to edit multiple work orders at a time. This is useful if you need to change information like the status, NTE, or PO number; or if you need to add the same note to multiple work orders.

    Changing Several Work Orders at Once

    You may change the following information on multiple work orders:

    Status

    Purchase Order number

    Auto-Complete

    Priority

    Subtotal and Tax

    Auto-Invoice

    Category

    NTE Amount

    Adding a Work Order Note

    Scheduled Date/Time

     

     

    You may also notify the service provider(s) assigned to the work orders of the change through this page.

    Note: You may process up to 200 work orders in a batch.

    How to Change Several Work Orders at Once

    1. Run a Work Order Report to generate the list of desired work orders. (Note: You may also paste a list of tracking numbers in the Actionable Landing Page search field.)
    2. On the bottom of the work order list, click Change Several Work Orders at Once. The Batch Process page will appear.
    3. Click the number under the Number of Work Orders column. The WO Batch page will popup in a new window.
    4. Check the boxes next to the desired work orders; or, click Select All on the bottom of the page.
    5. Click Edit. The Edit WO Batch page appears.
    6. Change the desired work order details.
    7. (Optional) Check the Notify Providers box to send a notice of the changes to the work orders to the service provider(s) assigned to them. (Note: This step is recommended when changing the Priority, Scheduled Date/Time or NTE.)
    8. Click Submit. The Edit Summary page will appear, detailing the changes.
      • When Notify Providers is checked, you will also see Notification Sent under the Action Taken column, with the service provider’s preferred contact information listed in the Email / Fax column.
    Note: To return to the work order list, click Close on the Edit Summary page, and then click Back on the Batch Process page.

    Adding a Note to Several Work Orders at Once

    Note: You may process up to 200 work orders in a batch.

    How to add a note to several work orders at once

    1. On the bottom of the work order list page, click Add WO Note to Several Work Orders at Once. The Batch Process page will appear.
    2. Click the number under the Number of Work Orders column. The Add Note page will popup in a new window.
    3. Check the boxes next to the desired work orders; or, click Select All on the bottom of the page.
    4. Enter the desired comments in the Note text field. The Edit WO Batch page appears.
    5. (Optional) Check the Notify Providers box to send a notice of the changes to the work orders to the service provider(s) assigned to them. (Note: The Notify Providers box will automatically check when clicking Select All.)
    6. Click Add Note. The Add Note Summary page will appear, detailing the changes.
      • When Notify Providers is checked, you will also see Notification Sent under the Action Taken column, with the service provider’s preferred contact information listed in the Email / Fax column.
    Note: To return to the work order list, click Close on the Edit Summary page, and then click Back on the Batch Process page.