How to batch manage work orders?

Operations that can be performed simultaneously

Batch manage work orders

To batch managing work orders, follow these steps:

1. Go to Work | Work Order Management;
2. Fill in the following fields:
   • State;
   • Workshop;
   • Start Date;
   • End Date.
     Note: If no date is specified, the system filters the data by the WO date.
3. In the Filters section, select the Asset (optional). You can select multiple assets;
4. Click Apply;
5. In the Work Orders section, select the work orders for which you want to perform the same operation;
6. Select the operation to perform:
   • Change State: after selecting the WOs, in the Change State /Print section, select the new state you want to assign to the WO and click the Change State button;
   • Print: after selecting the WOs, in the additional actions, click Print.
   • Change State and Print: after selecting the WOs, in the Change State/Print section, select the new state you want to assign to the WO and, in the additional actions, click Change State and Print;
   • Assign: after selecting the WOs, in the Assign/Unassign section, select the employees for the WO assignment and, in the additional actions, click on Assign;
   • Unassign: after selecting the WOs, in the Assign/ Unassign section, select the employees you want to remove from the WO assignment and, in the additional actions, click on Unassign.

Additional information

• Operations are processed in the background, so you can continue to use the system;
• The processing states can be checked at any time;
• When processing is complete, it will display a notification;
• In the Print and Change States and Print operations, the WOs will only be printed when processing is complete. You can download them in the Notifications area;