Difference between revisions of "Mass Update Multiple Work Requests"
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(→Mass Update Multiple Work Request) (Tag: VisualEditor) |
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| − | + | Quickly change a large set of work requests to new data. | |
| − | Example | + | '''Example:''' The painting contractors have arrived, and you want to change three work orders in a certain building from open to in-progress. |
| + | |||
| + | There are two ways to open the Work Request Mass Update tool. | ||
| + | # Use the Work Request dropdown and select '''Mass Update''', or | ||
| + | # Click the Work Request button, and when the work request home page opens, click the '''Mass Update''' button. | ||
| + | [[File:Work Request HomeMassUpdate.png|1000x1000px]] | ||
== Mass Update Multiple Work Request == | == Mass Update Multiple Work Request == | ||
| Line 7: | Line 12: | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">1</font>'''</big> | | <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|80x80px]] |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | Click the '''Mass''' '''Update''' button. | |
| − | + | [[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side. | |
| − | |- | + | or |
| + | |||
| + | [[File:Work Request HomeMassUpdate2.png]] | ||
| + | |- style="vertical-align:top;" | ||
| + | | <big>'''<font size="5">2</font>'''</big> | ||
| + | | The Mass Update window opens with a '''Source''' side and a '''Destination''' side. | ||
| + | [[File:MassUpdateWindow.png|1000x1000px]]<br /> | ||
| + | |||
| + | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">3</font>'''</big> | | <big>'''<font size="5">3</font>'''</big> | ||
|Select the filter parameters to find the specific group of work orders to be updated. | |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: | 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. | * On the '''Source''' side, select '''Main Building''' from the building dropdown. | ||
* Select Work Request Type dropdown to be '''Corrective'''. | * Select Work Request Type dropdown to be '''Corrective'''. | ||
| − | * Select the Status dropdown to be '''Open'''. | + | * Select the Status dropdown to be '''Open'''. |
| − | [[File:MassUpdateFilterBuildingStatusWorkRequest.png | + | |
| + | [[File:MassUpdateFilterBuildingStatusWorkRequest.png|631x631px]] | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">4</font>'''</big> | | <big>'''<font size="5">4</font>'''</big> | ||
| Press the '''Apply''' button to see results numbers. | | Press the '''Apply''' button to see results numbers. | ||
| − | [[File:MassUpdateFilterNumbers2.png | + | [[File:MassUpdateFilterNumbers2.png|313x313px]] |
| − | Click the '''View''' button to toggle between the filter and the results.[[File:MassUpdateViewToggle.png | + | '''Note:''' Click the '''View''' button to toggle between the filter and the results. |
| + | |||
| + | [[File:MassUpdateViewToggle.png|252x252px]] | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">5</font>'''</big> | | <big>'''<font size="5">5</font>'''</big> | ||
| − | | View the results of the source filtering. | + | | View the results of the source filtering. |
| + | [[File:MassUpdateSourceFilteredView.png|537x537px]] | ||
| − | |- | + | |- style="vertical-align:top;" |
| <big>'''<font size="5">6</font>'''</big> | | <big>'''<font size="5">6</font>'''</big> | ||
| − | |Choose a status on the | + | |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 | + | 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|399x399px]] | ||
For our example we will choose '''Status.''' | For our example we will choose '''Status.''' | ||
| Line 48: | Line 64: | ||
* See alternate selections for '''Employee''' and '''Shop''' below. | * See alternate selections for '''Employee''' and '''Shop''' below. | ||
| − | The Status fields will appear. [[File:DestinationSTATUS.png | + | The Status fields will appear. |
| + | |||
| + | [[File:DestinationSTATUS.png|412x412px]] | ||
For Example: | For Example: | ||
| Line 54: | Line 72: | ||
On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list. | On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list. | ||
| − | [[File:DestinationSTATUSdropdown.png | + | [[File:DestinationSTATUSdropdown.png|512x512px]] |
=== Alternate Selections === | === 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 | + | 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;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">7</font>'''</big> | | <big>'''<font size="5">7</font>'''</big> | ||
| − | | Press the '''Synchronize''' icon button. [[File:MassUpdateSynchronizeButton.png|left | + | | 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?''''' | A notice will appear asking: '''''Are you sure you want to Mass Update the selected records?''''' | ||
| Line 67: | Line 85: | ||
| <big>'''<font size="5">8</font>'''</big> | | <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. | |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 | + | |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| <big>'''<font size="5">9</font>'''</big> | | <big>'''<font size="5">9</font>'''</big> | ||
| − | | | + | | You get a temporary pop-up saying success. |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | The selected Work Requests have been updated. | |
| − | + | [[File:MassUpdateSuccess.png|363x363px]] | |
| + | |||
|} | |} | ||
Latest revision as of 10:28, 20 April 2016
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.
There are two ways to open the Work Request Mass Update tool.
- Use the Work Request dropdown and select Mass Update, or
- Click the Work Request button, and when the work request home page opens, click the Mass Update button.
Mass Update Multiple Work Request
| 1 | Click Work Requests to open the work request window.
Click the Mass Update button.
or
|
| 2 | The Mass Update window opens with a Source side and a Destination side.
|
| 3 | Select the filter parameters to find the specific group of work orders to be updated.
Example: To change work requests in the Main Building from an "Open" status to "In Progress" status:
|
| 4 | Press the Apply button to see results numbers.
Note: Click the View button to toggle between the filter and the results.
|
| 5 | View the results of the source filtering.
|
| 6 | 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.
For our example we will choose Status. Choose the new status that will be applied to the selected work orders.
The Status fields will appear.
For Example:
On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list.
Alternate SelectionsAlternately, 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. |
| 7 | Press the Synchronize icon button.  A notice will appear asking: Are you sure you want to Mass Update the selected records? |
| 8 | Press the OK button in the Are you sure you want to Mass Update the selected records? window.
|
| 9 | You get a temporary pop-up saying success.
The selected Work Requests have been updated.
|
