Page Comparison

Note: For each Auto Assign rule that you create, you must enter the Subscriber ID, the technicians email address, the trade, and the subscribers subscriber's location where the services are to take place.

1. Navigate to Work Order Assignment, Under Click the hamburger menu, and navigate to Work Order Assignment under Work Orders.
2. Click Bulk Upload.
3. Select Sample Template, then launch it in your preferred spreadsheet application.
4. Enter the Subscriber ID, Technician Email Address, Username, Last Name, First Name, Trade and Location for each rule you wish to create.
5. Save the document as an XLSX formatted file.
6. Click Bulk Upload, then click +Select File.
   
7. Locate the saved template, then click Upload XLSX.
8. You can review the last upload results by clicking the Click here to download last upload results, which will download the results of your last uploaded rules.
   

1. Navigate to Work Order Assignment.
2. Click Bulk UpLoad.
3. Click Current Rules, which will download a template with the current auto assign rules.
4. Open the template in your preferred spreadsheet reader.

The spreadsheet that opens displays all of the auto assign rules that are currently in place.

1. Navigate to Work Orders > Work Order Assignment.
2. Click the Bulk Upload button.
3. Click the  Current Rules Button, which downloads the Current Rules template.
4. Open the Current Rules template.
5. You can:
   1. Remove current rules by adding remove next to the rule you want to remove, under the add/remove column;
   2. Add a new rule by entering the required information, Subscriber ID, Tech Email, Trade and Location;
6. Save the template as a .XLSX  formatted file.
7. Navigate back to the Bulk Upload modal and upload the template.
8. To review the modification just made, click the Click here to download last upload results link on the Bulk Upload modal.
   
9. Open the template to review that last rules uploaded.