Create Work Orders in Bulk

To improve efficiency in managing large-scale maintenance, you can create up to 100 identical work orders in one go for multiple assets. This helps you to save time, reduce repetitive work, and plan bulk operations more effectively. This can be useful when you have a recall on an asset; for example, there is a recall on a seat belt not being tightened at production on a truck.

1. Navigate to Work Orders.
2. Click the New Work Order button and the New Work Order form displays.
3. From the Entity drop-down, select the site.
4. In the Purpose Of Work Order field, select the purpose.

5. In the Asset field, click the Asset Lookup  icon.

6. In the Search field, enter the name of the asset.
7. Select the assets you want to add.

8. Click the Add selected button and the assets are included.

9. From the Work Type drop-down, select the type of work.
10. From the Priority option buttons, select either Minor, Normal, Major, Critical.
11. From the Assign To drop-down, select the person.
12. From the Due Date calendar, select the date.
13. From the Budget drop-down, select the budget.
14. From the Customer drop-down, select the customer.
15. If you want to add a task, click the + icon and the Add Service Tasks dialog.
16. You can either search and select the existing task or create a new task. When you are ready, click the click the Add to WO button. For example, in the Service Task, the recall notice task is selected.

17. Click the Create Work Order button.

After the work order is saved, the work order is ready to be completed.