Difference between revisions of "Mass Update Multiple Work Requests"

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'''Mass Update''' - quickly change a large set of work requests to new data.  
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Quickly change a large set of work requests to new data.  
  
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Example, the painting contractors have arrived, and you want to change three work orders in a certain building from open to in-progress.
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'''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 ==
 
== Mass Update Multiple Work Request ==
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| <big>'''<font size="5">2</font>'''</big>  
 
| <big>'''<font size="5">2</font>'''</big>  
 
| Click the '''Mass''' '''Update''' button.
 
| Click the '''Mass''' '''Update''' button.
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[[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.[[File:MassUpdateWindow.png|left|thumb|1000x1000px]]
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[[File:MassUpdate.png]]The Mass Update window opens with a '''Source''' side and a '''Destination''' side.
  
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<br />   
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[[File:MassUpdateWindow.png|1000x1000px]]<br />   
  
 
|- style="vertical-align:top;"  
 
|- 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.  
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Example:
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'''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'''.
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* Select the Status dropdown to be '''Open'''.  
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* Select the Status dropdown to be '''Open'''.
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[[File:MassUpdateFilterBuildingStatusWorkRequest.png|left|thumb|631x631px]]
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[[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.
  
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[[File:MassUpdateFilterNumbers2.png|thumb|313x313px|none]]
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[[File:MassUpdateFilterNumbers2.png|313x313px]]
  
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Click the '''View''' button to toggle between the filter and the results.[[File:MassUpdateViewToggle.png|left|thumb|252x252px]]
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'''Note:''' Click the '''View''' button to toggle between the filter and the results.
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[[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>   
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| View the results of the source filtering. [[File:MassUpdateSourceFilteredView.png|left|thumb|537x537px]]
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| View the results of the source filtering.
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[[File:MassUpdateSourceFilteredView.png|537x537px]]
  
 
|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">6</font>'''</big>
 
| <big>'''<font size="5">6</font>'''</big>
 
|Choose a status on the '''Destination''' side.
 
|Choose a status on the '''Destination''' side.
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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]]
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On the Destination side, press the '''--Select--''' link to open the selection dropdown. One or more of the selections can be chosen.
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[[File:MassUpdateDestination-Select-Dropdown.PNG|399x399px]]
  
 
For our example we will choose '''Status.'''   
 
For our example we will choose '''Status.'''   
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The Status fields will appear.   
 
The Status fields will appear.   
  
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[[File:DestinationSTATUS.png|thumb|412x412px|none]]
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[[File:DestinationSTATUS.png|412x412px]]
  
 
For Example:  
 
For Example:  
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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.
  
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[[File:DestinationSTATUSdropdown.png|thumb|512x512px|none]]
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[[File:DestinationSTATUSdropdown.png|512x512px]]  
  
 
=== Alternate Selections ===
 
=== Alternate Selections ===
  
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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]]
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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>  
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| <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.
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[[File:AreYouSureYouWantToMassUpdate2.png|450x450px]]
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[[File:AreYouSureYouWantToMassUpdate2.png|left|thumb|450x450px]]
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|- style="vertical-align:top;"  
 
|- style="vertical-align:top;"  
 
| <big>'''<font size="5">9</font>'''</big>  
 
| <big>'''<font size="5">9</font>'''</big>  
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| Either you get a temporary pop-up saying success or a pop-up saying error.
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| You get a temporary pop-up saying success.
  
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If you are successful, the selected Work Requests have been updated.
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The selected Work Requests have been updated.
  
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[[File:MassUpdateSuccess.png|thumb|363x363px|none]]
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[[File:MassUpdateSuccess.png|363x363px]]
 
        
 
        
 
|}
 
|}

Revision as of 11:21, 15 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.

Mass Update Multiple Work Request

1 Click Work Requests to open the work request window.
MenuWorkRequests.png
2 Click the Mass Update button.

MassUpdate.pngThe Mass Update window opens with a Source side and a Destination side.

MassUpdateWindow.png

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:

  • 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.

MassUpdateFilterBuildingStatusWorkRequest.png

4 Press the Apply button to see results numbers.

MassUpdateFilterNumbers2.png

Note: Click the View button to toggle between the filter and the results.

MassUpdateViewToggle.png

5 View the results of the source filtering.

MassUpdateSourceFilteredView.png

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.

MassUpdateDestination-Select-Dropdown.PNG

For our example we will choose Status.

Choose the new status that will be applied to the selected work orders.

  • See alternate selections for Employee and Shop below.

The Status fields will appear.

DestinationSTATUS.png

For Example:

  • Select the destination status to be In Progress.

On the Destination side, click on the --Select-- dropdown and choose a "Status" from the list.

DestinationSTATUSdropdown.png

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.MassUpdateDestination-Select-Dropdown3.png DestinationSHOP-STATUS-EMPLOYEE.png

7 Press the Synchronize icon button.
MassUpdateSynchronizeButton.png

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.

AreYouSureYouWantToMassUpdate2.png

9 You get a temporary pop-up saying success.

The selected Work Requests have been updated.

MassUpdateSuccess.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Mass_Update_Multiple_Work_Requests&oldid=963"