Mass Update Multiple Work Requests - Revision history

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-20T18:28:31Z

‎Mass Update Multiple Work Request

Larson-rodger at 19:21, 15 April 2016

2016-04-15T19:21:25Z

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-14T19:44:10Z

‎Mass Update Multiple Work Request

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-14T16:31:56Z

‎Mass Update Multiple Work Request

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-13T17:53:53Z

‎Mass Update Multiple Work Request

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-13T17:50:53Z

‎Mass Update Multiple Work Request

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-13T17:47:00Z

‎Mass Update Multiple Work Request

Larson-rodger: /* Mass Update Multiple Work Request */

2016-04-13T17:46:03Z

‎Mass Update Multiple Work Request

Larson-rodger: Created page with "'''Mass Update''' - quickly change a large set of work requests to new data == Mass Update Multiple Work Request == {| class="wikitable" border="1" |- style="vertical-align..."

2016-04-12T20:31:29Z

Created page with "'''Mass Update''' - quickly change a large set of work requests to new data == Mass Update Multiple Work Request == {| class="wikitable" border="1" |- style="vertical-align..."

New page

'''Mass Update''' - quickly change a large set of work requests to new data

== Mass Update Multiple Work Request ==
{| class="wikitable" border="1"
|- style="vertical-align:top;"
| <big>'''1'''</big>
| Click '''Add''' to Create a new Work Request. 
|- style="vertical-align:top;"
| <big>'''2'''</big>
| '''Campus''' - Select a Campus from the drop-down list. 
|- style="vertical-align:top;"
| <big>'''3'''</big>
|
|- style="vertical-align:top;"
| <big>'''4'''</big>
|
|- style="vertical-align:top;"
| <big>'''5'''</big>
|
|- style="vertical-align:top;"
| <big>'''6'''</big>
|
|- style="vertical-align:top;"
| <big>'''7'''</big>
|
|- style="vertical-align:top;"
| <big>'''8'''</big>
|
|- style="vertical-align:top;"
| <big>'''9'''</big>
|
|- style="vertical-align:top;"
| <big>'''10'''</big>
|
|- style="vertical-align:top;"
| <big>'''11'''</big>
|
|}

@@ Line 2: / Line 2: @@
 '''Example:''' The painting contractors have arrived, and you want to change three work orders in a certain building from open to in-progress.
 == Mass Update Multiple Work Request ==
@@ Line 8: / Line 13: @@
 | <big>'''<font size="5">1</font>'''</big>
 | Click '''Work Requests''' to open the work request window.<br />[[File:MenuWorkRequests.png|80x80px]]
-|- style="vertical-align:top;"
-| <big>'''<font size="5">2</font>'''</big>
+Click the '''Mass''' '''Update''' button.
-| Click the '''Mass''' '''Update''' button.
 [[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.
 [[File:MassUpdateWindow.png|1000x1000px]]<br />

@@ Line 1: / Line 1: @@
-'''Mass Update''' - quickly change a large set of work requests to new data.
+Quickly change a large set of work requests to new data.
-Example, the painting contractors have arrived, and you want to change three work orders in a certain building from open to in-progress.
+'''Example:''' The painting contractors have arrived, and you want to change three work orders in a certain building from open to in-progress.
 == Mass Update Multiple Work Request ==
@@ Line 11: / Line 11: @@
 | <big>'''<font size="5">2</font>'''</big>
 | Click the '''Mass''' '''Update''' button.
-[[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.[[File:MassUpdateWindow.png|left|thumb|1000x1000px]]
+[[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.
-<br />
+[[File:MassUpdateWindow.png|1000x1000px]]<br />
 |- style="vertical-align:top;"
 | <big>'''<font size="5">3</font>'''</big>
 |Select the filter parameters to find the specific group of work orders to be updated.
-Example:
+'''Example''':
 To change work requests in the Main Building from an "Open" status to "In Progress" status:
 * On the '''Source''' side, select '''Main Building''' from the building dropdown.
 * Select Work Request Type dropdown to be '''Corrective'''.
 * Select the Status dropdown to be '''Open'''.
-[[File:MassUpdateFilterBuildingStatusWorkRequest.png|left|thumb|631x631px]]
 |- style="vertical-align:top;"
 | <big>'''<font size="5">4</font>'''</big>
 | Press the '''Apply''' button to see results numbers.
-[[File:MassUpdateFilterNumbers2.png|thumb|313x313px|none]]
+[[File:MassUpdateFilterNumbers2.png|313x313px]]
-Click the '''View''' button to toggle between the filter and the results.[[File:MassUpdateViewToggle.png|left|thumb|252x252px]]
+'''Note:''' Click the '''View''' button to toggle between the filter and the results.
 |- style="vertical-align:top;"
 | <big>'''<font size="5">5</font>'''</big>
-| View the results of the source filtering.  [[File:MassUpdateSourceFilteredView.png|left|thumb|537x537px]]
+| View the results of the source filtering.
 |- style="vertical-align:top;"
 | <big>'''<font size="5">6</font>'''</big>
 |Choose a status on the '''Destination''' side.
-On the Destination side, press the '''--Select--''' link to open the selection dropdown. One or more of the selections can be chosen.[[File:MassUpdateDestination-Select-Dropdown.PNG|thumb|399x399px|none]]
+On the Destination side, press the '''--Select--''' link to open the selection dropdown. One or more of the selections can be chosen.
 For our example we will choose '''Status.'''
@@ Line 49: / Line 55: @@
 The Status fields will appear.
-[[File:DestinationSTATUS.png|thumb|412x412px|none]]
+[[File:DestinationSTATUS.png|412x412px]]
 For Example:
@@ Line 55: / Line 61: @@
 On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list.
-[[File:DestinationSTATUSdropdown.png|thumb|512x512px|none]]
+[[File:DestinationSTATUSdropdown.png|512x512px]]
 === Alternate Selections ===
-Alternately, if reassigning Work Requests to another employee, the Employee selection would be chosen. Once one selection is chosen the --Select-- dropdown will only show the other two that haven't been selected. The options allow you to open all three. Each section has a delete button "X" to remove that choice.[[File:MassUpdateDestination-Select-Dropdown3.png|left|thumb|418x418px]][[File:DestinationSHOP-STATUS-EMPLOYEE.png|thumb|437x437px]]
+Alternately, if reassigning Work Requests to another employee, the Employee selection would be chosen. Once one selection is chosen the --Select-- dropdown will only show the other two that haven't been selected. The options allow you to open all three. Each section has a delete button "X" to remove that choice.[[File:MassUpdateDestination-Select-Dropdown3.png|418x418px]]                     [[File:DestinationSHOP-STATUS-EMPLOYEE.png|437x437px]]
 |- style="vertical-align:top;"
 | <big>'''<font size="5">7</font>'''</big>
@@ Line 68: / Line 74: @@
 | <big>'''<font size="5">8</font>'''</big>
 |Press the '''OK''' button in the '''''Are you sure you want to Mass Update the selected records?''''' window.
 [[File:AreYouSureYouWantToMassUpdate2.png|450x450px]]
-[[File:AreYouSureYouWantToMassUpdate2.png|left|thumb|450x450px]]
 |- style="vertical-align:top;"
 | <big>'''<font size="5">9</font>'''</big>
-| Either you get a temporary pop-up saying success or a pop-up saying error.
+| You get a temporary pop-up saying success.
-If you are successful, the selected Work Requests have been updated.
+The selected Work Requests have been updated.
-[[File:MassUpdateSuccess.png|thumb|363x363px|none]]
+[[File:MassUpdateSuccess.png|363x363px]]
 |}

@@ Line 7: / Line 7: @@
 |- style="vertical-align:top;"
 | <big>'''<font size="5">1</font>'''</big>
-| Click '''Work Requests''' to open the work request window.<br />[[File:MenuWorkRequests.png|none|thumb|120x120px]]
+| Click '''Work Requests''' to open the work request window.<br />[[File:MenuWorkRequests.png|80x80px]]
 |- style="vertical-align:top;"
 | <big>'''<font size="5">2</font>'''</big>
-| Click the '''Mass''' '''Update''' button. [[File:MassUpdate.png|thumb|none]]
+| Click the '''Mass''' '''Update''' button.
 [[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.[[File:MassUpdateWindow.png|left|thumb|1000x1000px]]
 The Mass Update window opens with a '''Source''' side and a '''Destination''' side.[[File:MassUpdateWindow.png|left|thumb|1000x1000px]]
 <br />
@@ Line 63: / Line 62: @@
 |- style="vertical-align:top;"
 | <big>'''<font size="5">7</font>'''</big>
-| Press the '''Synchronize''' icon button. [[File:MassUpdateSynchronizeButton.png|left|thumb]]
+| Press the '''Synchronize''' icon button. [[File:MassUpdateSynchronizeButton.png|left]]
 A notice will appear asking: '''''Are you sure you want to Mass Update the selected records?'''''
@@ Line 78: / Line 77: @@
 [[File:MassUpdateSuccess.png|thumb|363x363px|none]]
-−
-[[File:MassUpdateError.png|left|thumb|360x360px]]
-−
-If you get this error message, the update was not successful, try again with different parameters.
 |}

@@ Line 7: / Line 7: @@
 |- style="vertical-align:top;"
 | <big>'''<font size="5">1</font>'''</big>
-| Click '''Work Requests''' to open the work request window.<br />
+| Click '''Work Requests''' to open the work request window.<br />[[File:MenuWorkRequests.png|none|thumb|120x120px]]
 |- style="vertical-align:top;"
 | <big>'''<font size="5">2</font>'''</big>
-| Click the '''Mass''' '''Update''' button. [[File:MassUpdate.png|left|thumb]]
+| Click the '''Mass''' '''Update''' button. [[File:MassUpdate.png|thumb|none]]
 The Mass Update window opens with a '''Source''' side and a '''Destination''' side.[[File:MassUpdateWindow.png|left|thumb|1000x1000px]]
@@ Line 30: / Line 30: @@
 | Press the '''Apply''' button to see results numbers.
-[[File:MassUpdateFilterNumbers2.png|left|thumb|313x313px]]
+[[File:MassUpdateFilterNumbers2.png|thumb|313x313px|none]]
 Click the '''View''' button to toggle between the filter and the results.[[File:MassUpdateViewToggle.png|left|thumb|252x252px]]
@@ Line 40: / Line 40: @@
 |- style="vertical-align:top;"
 | <big>'''<font size="5">6</font>'''</big>
-|Choose a status on the destination side.
+|Choose a status on the '''Destination''' side.
-On the Destination side, press the '''--Select--''' link to open the selection dropdown. One or more of the selections can be chosen.[[File:MassUpdateDestination-Select-Dropdown.PNG|left|thumb|399x399px]]
+On the Destination side, press the '''--Select--''' link to open the selection dropdown. One or more of the selections can be chosen.[[File:MassUpdateDestination-Select-Dropdown.PNG|thumb|399x399px|none]]
 For our example we will choose '''Status.'''
@@ Line 50: / Line 50: @@
 The Status fields will appear.
-[[File:DestinationSTATUS.png|left|thumb|412x412px]]
+[[File:DestinationSTATUS.png|thumb|412x412px|none]]
 For Example:
@@ Line 56: / Line 56: @@
 On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list.
-[[File:DestinationSTATUSdropdown.png|left|thumb|512x512px]]
+[[File:DestinationSTATUSdropdown.png|thumb|512x512px|none]]
 === Alternate Selections ===
@@ Line 77: / Line 77: @@
 If you are successful, the selected Work Requests have been updated.
-[[File:MassUpdateSuccess.png|left|thumb|363x363px]]
+[[File:MassUpdateSuccess.png|thumb|363x363px|none]]
 [[File:MassUpdateError.png|left|thumb|360x360px]]

@@ Line 48: / Line 48: @@
 * See alternate selections for '''Employee''' and '''Shop''' below.
-The Status fields will appear. [[File:DestinationSTATUS.png|left|thumb|412x412px]]
+The Status fields will appear.
 For Example: