Edit Work Orders in Bulk

Multiple work orders can be edited at once.

For example, it may be useful to bulk reassign postings for outstanding jobs to another bill poster. Or, to reschedule the postings. Or a user may change the statuses of several work orders to complete.

To bulk edit work orders:

Static Campaigns

  1. Access Operations in the top-left menu, click the Operations tab, and then the Work Orders tile.
  2. Work Orders

    This presents the filter search window.

    Filters can be enabled to locate specific types of work orders. To locate a specific work order campaign posting, it may be helpful to enable the POST Ad filter.

    Post Ad filter

  3. Click Search.
  4. To bulk edit work orders, enable the check boxes next to the work orders that must have their details altered.
  5. Select work orders

  6. Click the Bulk edit work orders button button.
  7. This opens a dialogue box.

    Bulk Edit

    Values that can be edited on this screen include:

    • Requested Posting Date
    • Completed On
    • Bill Poster
    • Taken From
    • Scrapped
  8. To edit these enable the check boxes. This will make the drop down menus active.
  9. Changing the Complete On date either marks it complete or change the completion date if it was already completed. If nothing else is edited then the default bill poster and posting plants will be selected.

  10. Once the necessary changes have been made, click OK. This closes the dialogue box and shows the updated work order list.

See Also: