Overview

Service Providers can now generate multiple work orders for selected client assets based on their due dates and service schedules. This batch process runs in the background and can operate unattended.


Accessing the Feature

The "Generate Multiple Orders..." toolbox action is available in the managed asset view.

  • Method 1: Via Managed Assets
    1. Hover over Service from the top main menu.
    2. Click Managed Assets.
  • Method 2: Via Managed Clients
    1. Hover over Service from the top main menu.
    2. Click Managed Clients.
    3. Click on a Client
    4. Open up assets belonging to the specific client


Generating Multiple Work Orders

  1. Find the assets requiring work orders.
  2. Select assets by clicking the circle checkbox to the left of each asset.
  3. Click the Generate Multiple Orders... link in the TOOLBOX section.
  4. Click the Start button in the popup window.
  5. System confirmation message "Selected assets are in queue to generate orders." will appear.


Accessing Generated Work Orders

  1. After the process completes, locate the asset in your asset list.
  2. Click on the asset's serial number.
  3. Click the order ID icon in the Current Service column.
  4. The work item page will open.


Apply Button Functionality

Bulk-generated work orders include an Apply button. This button allows you to:

  • Confirm the service level for the work order
  • Create measurement forms based on the selected service level

Note: Work orders are generated during the batch process, but measurement forms are only created after you confirm and apply the service level using the Apply button.