Qualer allows users to make bulk changes to assets within a work order. Changes can be applied to one or multiple selected assets, regardless of the total number of items in the work order.
Steps to Make Bulk Changes:
- Open the work order containing the assets.
- Select one or multiple assets using the checkboxes next to each asset.
- To select all assets, click the checkmark in the table header.
- Use the drop-down menu to choose the desired action.
Available Bulk Actions:
Remove Assets
- Deletes the selected assets from the work order.
Select Additional Service
- Adds the same asset to the work order under a different service.
- A service selection window will appear for configuration.
Outsource/Move Assets
- Move selected assets to a new work order or outsource them to an external vendor.
- Apply Service Level
- Apply Service Level to all selected Assets.
- Apply Service Level to all selected Assets.
Bulk-Set Date/Time
- Set the received date or service date for the selected assets.
Bulk-Edit Service Comments
- Modify technician comments on the asset level.
- Append: Adds new text to existing comments.
- Rewrite: Replace existing comments with new text.
- Find & Replace: Replace specific text in comments with new text.
- Modify technician comments on the asset level.
Bulk-Reset Result Status
- Updates the As Found and As Left result statuses of the selected assets.
Bulk-Assign Technician
- Assign technicians to the selected work items.
Bulk-Change Work Status
- Updates the work status of selected assets.
- Note: Status changes must follow the configured work item flow.
Copy to Quick Collection
- Adds the selected assets to your personal Quick Collection for easy access.