Page Comparison

1. On the Work Order List View, use the filters and search features to locate the desired work orders.
   
   1. Select the checkbox(es) next to each desired work order, or
   2. Select the checkbox at the top of the Work Orders List to select all work orders.

You may process up to 100 work orders in a batch.

In the illustration below, notice that the total number of work orders (A) is 10, but the number of work orders to edit (B) is 8. This indicates that there are 2 work orders that are already invoiced. Those work orders cannot be edited.

1. After locating and selecting the desired work orders, click the Edit # button in the batch actions bar at the bottom of the page. TheEdit WO Batchpopup appears.
2. Modify the desired work order details.

3. (Optional) Check the Notify providers box to email the changes to the service provider assigned to each work order.

   Note
   This step is recommended when changing key details such as the Priority, Scheduled Date/Time or NTE.

   
   

4. (Optional) Check the Notify Providers of WO Cancellation box to email changes to the service provider assigned to each work order.

   Note
   To use this feature, set the work order status to Complete/Cancelled — the Notify Providers checkbox is selected by default.

   
   

5. ClickClick Save. The edit summary appears, detailing the changes.

   Note
   When the Notify Providers checkbox is selected, you will also see the "Notification Sent" confirmation under the Action Taken column as well as the service providers' emails to which the notifications were sent.

   
   

6. Click Close to return to the list view.

Unlike the Edit feature, you can Add Notes to work orders regardless of the work order status.

1. After locating and selecting the desired work orders, click Add Note # in the batch actions bar at the bottom of the page. The Add Note (# Work Orders) pop-up window appears.
2. Enter the note text.
3. (Optional) Select the Action Required checkbox if you want to alert the recipients to take further action on the work order. Note that in this case you also need to specify the recipient of the work order note.
4. (Optional) Pick the addressees you want to notify of the change, or specify the required email address in the Enter Email Address(es) text field.
5. (Optional) Select the Send a Copy to Myself checkbox if you also want to get a notification email with the new work order note.
6. (Optional) Clear the Notify providers checkbox if you don’t want to email the changes to the service provider assigned to each work order.

7. Click Save. The operation summary appears with the details of the changes.

   Note
   When the Notify Providers checkbox remains selected, you also see the “Notification Sent” confirmation under the Action Taken column as well as the service providers' emails to which the notifications were sent.

   
   

8. Click Close to return to the list view.

1. On the Work Order List View, use the filters and search features to locate the desired work orders.
   1. Select the checkbox(es) next to each desired work order, or
   2. Select the checkbox at the top of the Work Orders List to select all work orders.
2. The Batch Action Bar appears, click the Add Attachments button to open the attachment modal.
   
3. Add the attachment by clicking the Select a file to upload button then click the Upload button to submit and the file to the selected work orders.
   
4. The attachment displays on the work order list view and a systems note is created.

1. On the Work Order List View, use the filters and search features to locate the desired work orders.
   1. Select the checkbox next to the desired work order

2. The Batch Action Bar appears, click the Add Note button to open the add note modal.
   

   Tip
   You can also click the Add Note button on the work order

   
   

3. Create a note in the Note Textbox.

4. Add up to 5 attachments by clicking the Select a File button then click the Save button to submit the files onto the work order.
   

5. The attachments are now visible from the work order list view.

1. After locating and selecting the desired work orders, click theCopy to Clipboard #button in the batch actions bar at the bottom of the page. A green confirmation appears on the top of the page.

2. Select your desired document (email or other word processing document such as MS Word), and then paste the selected work orders.

• For PC users, use Control-V on your keyboard.
• For Mac users, use Command-V on your keyboard.
• In most emails or word processing software you can also go to the menu bar and select File > Paste.

Depending on where you paste the information, the links to tracking number, location number, invoice, proposal, and description might take the user back to Service Automation (should the recipient have system/module access).