Generating Bulk Work Order Records

Maintenance Pro has the option to generate Bulk Work Orders. Using this feature will allow multiple Work Orders to be created at the same time for equipment that have due tasks.

To get to this option, click on the blue + sign on the top left of the screen. This button is viewable from most of the index screens, such as your 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 there is a check box next to each unit. Each unit that is checked will have a separate Work Order created for it. Any units can be unchecked.

The blue link will display any tasks that are due.

The Due Date column allows a specific due date that the Work Order needs to be completed by. Setting this is optional.

Likewise, the Priority column allows a priority to be set for the Work Order. This is optional and can be left at NORMAL if desired.

An Assignee for the Work Order in the last box on the right can be set.

On the very bottom underneath the Save button is a Print Work Order checkbox option. Checking this and clicking Save will generate a PDF for each Work Order that's created. You can then print or save the PDF as you wish.

Clicking Save will create the Work Order records.