How do I manage batch work orders?
Work Order (WO) management was designed to increase the maintenance manager
productivity. Thus, with this
feature, the manager is now able to:
- change the state of
several WOs simultaneously;
- print several WOs
simultaneously;
To manage WOs in batch,
follow these steps:
- Go to Work |
Work Order Management
- Select the WO Status;
- Define the WO's Workshop,
Start and End Date (optional). If you don't fill in
any date, the system filters the data by the WO date;
- Select the Asset
(optional). Only one asset can be selected at a time;
- Click on Apply;
- Select the WOs for
which you want to perform the same operation;
- Select the
operation you want to perform:
- Change
Status: after selecting the WOs, in the Operation
section select the status you want to assign to the WO and click on the Change
Status button;
- Print: after selecting
the WOs, click on the Print button;
- Change Status and
Print: after selecting the WOs, in the Operation section select
the status you want to assign to the WO and click on the Change Status
and Print button.
- Assign: after selecting the WOs, in the Assign/
Unassign section select the employees to assign the WO to;
- Unassign: after selecting the WOs, in the Assign/Unassign
section select the employees you want to remove from the WO assignment.
Any operation mentioned
is processed in the background. This means that you can carry out other tasks
and, when the processing is finished, you will be notified.
If you have opted for
the Print and Change Status and Print operations, the WOs
will only be printed when the processing is finished.
![](//img.zohostatic.eu/zde/static/images/info.png)
When changing the
management of the status in batch, it is not possible to add a justification to
the status transition, nor will the user responsible for the operation be
filled in. This way, when printing the operational report, the Responsible
field will not be filled in.
Related Articles
How to view the traceability of a work order?
A work order can be originated from: I.Another work order; II.An order; III.A preventive maintenance event. To consult the traceability of a work order, select the option "Work | Work Orders". The list of work orders will be displayed; Select the ...
How to batch create work orders using preventive maintenance events?
The preventive maintenance events were designed to allow to create work orders using each preventive maintenance event. To do this, follow these steps: Access Work | Preventive Maintenance | Preventive Event Management; Filter the data by Preventive ...
How to view the work orders?
The administrator has a list where it is possible to view all his work orders. To view the list, on the menu select the option Work | Work Orders. The list has the following criteria: It is only available for the administrator role. The list is ...
How to create a template report for work orders?
To create a new template report for work orders, select the option Settings | Printing | Reports. Edit the "Work Order" template and, on the options, click "Copy to New". To make this the default report, select the tab "Entity Groups" and click the ...
How do I consult the follow-up messages associated with a work order?
Work orders (WO) can contain follow-up messages. This information is very useful for the administrator to track each WO. To consult the list, simply go to Work | Explore Work | Follow-up Messages or search for Follow-up Messages in the search ...