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Work Orders - Bulk Upload
Work Orders - Bulk Upload
Ted Greenly avatar
Written by Ted Greenly
Updated over 2 years ago


Bulk Upload Page

Overview


The 'Bulk Upload' is a way for a user to import work orders in ServicePower HUB.


Locating the Bulk Upload Page


The Bulk upload section can be located by first navigating to the Work Order section. Once the work order page opens, click the Bulk Upload link at the top left side of the page.


Navigating Bulk Upload Page


  • Back Button:

    • The back button will return to the Work Order page where Work Orders can be reviewed and edited.

  • Download Template Button:

    • Click here to download a template to use when submitting multiple work orders. When uploading, ensure the completed document has been saved as an XLSX file type.

  • Upload Box:

    • There are two methods for uploading a completed template.

      • Method 1 - Drag and Drop: The file can be dragged from its saved location on a computer and dropped directly on top of the upload box.

      • Method 2 - Click to Upload: The second method is by clicking on the click to upload link. This will open the computer's file explorer window. From the window, navigate to the location where the complete file was saved, click the file, and select open.

    • When HUB has finished uploading the file, a Green success message will populate to indicate that all work orders have been added. If the system runs into an issue, a Red error box will pop up with details of why it failed to load.

  • Import History:

    • Any previous uploads will appear here.

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