1. Navigate to the table view in the work orders module.
2. Click "Filter" to use the filters if needed to find the work orders you wish to make bulk changes to.
3. You can also change the count of work orders that are visible.
4. Select all work orders visible or a select few.
5. Click "Bulk actions" after making your selections
6. After clicking on "Bulk Actions" you will see a drop down menu of available bulk action you can complete here.
For this example we will add another category to our selected work order.
7. After your select the action you will see a second drop down menu appear next to our first one.
In our example we will see a drop down menu of available categories for the instance.
8. Make your selection of category you would like to add.
9. Click "Submit"
10. Click "Cancel" if you wish to cancel your changes or "Confirm" to submit the selected changes.
11. You will see a confirmation appear at the top once you confirm your actions.
12. There are a total of 14 bulk actions available for you to choose from in the table view of the Work Order Module.
[Approve Requests]
[Archive]
[Bulk Print]
[Change Assigned To]
[Change Category]
[Change Charge Code]
[Change Credit Code]
[Change Job Code]
[Change Location]
[Change Priority]
[Change Status]
[Change Watcher]
[Duplicate Work Orders]
If you have any additional questions please don't hesitate to reach out to our team in the help chat or directly to your dedicated CSM !