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Reassigning Work Orders in Bulk allows you to select multiple work orders and reassign to a different service provider from the work order list view. Users can either select works orders in bulk for a single location and trade for reassignment to another service provider or select work orders in bulk for reassignment across various locations, providers, and trades. Reassigning work orders in bulk is used for the same reason why a single work order is reassigned. Depending on your permissions, reassigning work orders in bulk can be done either in Service Automation or by using an Excel template.
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Reassigning Work Orders in Bulk
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Users with the Power User secondary role can reassign work orders in bulk to a different service provider for the same location and trade.
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Contact your SC representative for more information about power users reassigning bulk work orders from the list view. |
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To reassign work orders across different trades and/or locations, a user with the Admin role must use a template to reassign work orders. See Using an Excel Template to Reassign Work Orders in Bulk, below. |
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Using an Excel Template to Reassign Work Orders in Bulk
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Users with the Admin User secondary role can reassign work orders in bulk across multiple locations, providers, and trades by using an Excel template to reassign them to providers. With this template, you can update each work order with relevant information such as new locations, providers, and/or trades for reassignment. You are given full control over the directions of bulk work orders being reassigned.
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