How to Complete or Cancel Multiple Planned Work Orders at Once from Multiple Action

How to Complete or Cancel Multiple Planned Work Orders at Once from Multiple Action

With the multiple-action function, users are able to complete or cancel multiple planned work orders at once. It saves your time and improves the efficiency significantly.  
This feature is available in both desktop and mobile interfaces. 


For more information, please refer to the following video and article. 

Watch this video on how to perform  Multiple Action


Steps to Complete Multiple Planned Work Orders at Once

1 Filter for the required work orders
  1. Enter the due dates range in the From and To fields, select the required Work Type and click the filter icon on the top right corner. 



2 Select the required work orders
  1. The list display all the outstanding work orders that are due for the selected date range and the selected categories.
  2. Enable the switch “All” on the top to select all the work orders at once. Alternatively, you can select the orders individually.




3 Click on the “Complete” icon


4 Fill in the details for all the selected orders
  1. In the “duration” filed, Enter the duration. For instance, you enter duration of 8. Enable “split”, each order will get a duration of 2. Disable “split”, each order will get a duration of 8.
  2. In the “completed by” field, select the employee name who completed the work.
  3. In the “Chargeback” field, select the responsible person to demand the cost incurred to complete the work . Select None Required or leave it blank if there is nobody responsible for chargeback.
  4. In the “Actual Completion Date/ Time” field, Enter the Actual completion date and time spent to complete the work.


5 Click “apply” to apply the entered details to the selected orders in bulk.


6 Click Save icon to complete the work orders. 


7 Click Yes on the pop up message and all the selected orders are completed successfully.




Steps to Cancel Multiple Planned Work Orders at Once

1 Filter for the required work orders
  1. Enter the due dates range in the From and To fields, select the required Work Type and click the filter icon on the top right corner. 
  2. Use    for more filter options to quickly find the work orders you are looking for. 


2 Select the required work orders
  1. The list display all the outstanding work orders that are due for the selected date range and the selected categories.
  2. Enable the switch “All” on the top to select all the work orders at once. Alternatively, you can select the orders individually.


3 Click the cancel icon. 


4 Fill in the reasons why you want to cancel the jobs and click “apply” icon to apply the entered reasons to the selected orders in bulk.

 

5 Set the new the Next Due Date for the items
  1. This step is optional. This is only available for work orders generated from Variable routines.
  2. For work orders generated from Variable routines, it is mandatory to set the new Next Due Date when cancelling the current due job. You have got the option to change this date as desired. The entered date will be the next due date of the selected items. 




6 Click Save icon to cancel the work orders.



7 Click Yes on the pop up message and all the selected orders are cancelled successfully.



Learn More

There are different areas in the system where you can perform various actions on the planned work orders. Refer to the following articles for more information.


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