Generating Bulk Work Order Records

Maintenance Pro provides the option to generate Bulk Work Orders, allowing multiple Work Orders to be created simultaneously for equipment with due tasks.

To access this feature, click the blue + sign in the top-left corner of the screen. This button is available on most index screens, such as the Equipment List or Work Order Index.

This will display the Issue Work Orders screen.

All units that have outstanding tasks due will show up in the list.

The location filter will allow the equipment to be viewed from a specific location.

On the left, a checkbox is displayed next to each unit. A separate Work Order will be created for each checked unit, and any unit can be unchecked if needed.

Clicking the blue link displays all tasks that are due.

• Due Date – Allows a specific completion date to be set for the Work Order. This is optional.
• Priority – Allows a priority level to be set for the Work Order. This is optional and can remain NORMAL if desired.
• Assignee – The Work Order can be assigned to an employee or vendor in the last box on the right.
• Print Work Order – Located at the very bottom beneath the Save button. Checking this option and clicking Savegenerates a PDF for each Work Order created, which can then be printed or saved.
• Save – Clicking Save creates the Work Order records.