Bulk Update Work Order Compliance Status

Update multiple work orders from non-compliant to compliant, advancing the standard work order life cycle and saving time. The bulk update appears on the work order history. For example, advance a group of work orders that are Invoice processed directly to Compliant. You can also perform other group updates.

1. Go to Service > WO Administration.

2. On the Show WOs on table menu, select All work orders.

3. On the Select action menu, select Update compliancy status.

4. Apply a filter to narrow down work orders by typing under a header or selecting an option.

5. Select the work orders you want to update.

6. Click Change status.

7. On the Update compliance window, complete:

   • Change compliance status to: Choose whether to mark the selected work orders as Compliant or Not compliant.

   • Use manual compliancy: Select Yes or No based on whether you manually update the compliance status.

   • Change reason: Specify the reason for the change by selecting Is now compliant or No longer compliant.

   • Description: Write a description explaining the status update.

8. Click Save.

Import via template

Bulk update work orders using the template via the WorkOrderActions page. This method allows you to make multiple updates at once.

1. Click Import.

2. Download the template and complete all required fields.

3. Click Choose file.

4. Select the template file from your device and click Open.

5. Click Import.

6. Review the data validation results in the Import window. If correct, click Insert. If not, click Cancel, edit your template, and resubmit it.