Bulk Assigning and Editing Maintenance Tasks
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As needed, you can batch assign or batch change the status of Maintenance Tasks. This allows you to quickly assign out open tasks or mark some tasks as On Hold. This article will walk you through how to batch edit the Maintenance Tasks. Batch Assigning Go to the "Maintenance" tab and go to the "Open Tasks" tab Then, to assign multiple work orders to the same engineer, simply select the tickets by clicking on the small boxes of the tasks you would like to assign. Click on the “Action Items” button at the top of the table and select, “Edit Assignment”. Scroll or type to find the name of the person that you would like to assign the selected tickets, then click, “Save”. Batch Editing Go to the "Maintenance" tab and go to the "Open Tasks" tab Then, to edit multiple work orders status', simply select the tickets by clicking on the small boxes of the tasks you would like to edit. Click on the “Action Items” button at the top of the table and select, “Edit Status”. From there, you can select the new status for the tickets, then click, “Save”.
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