As needed, you can batch assign or batch change the status of Prev. 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 PM tasks.
Batch Assigning
- Go to the “Prev Maintenance” tab and go to the “All Open Task” 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 “Prev Maintenance” tab and go to the “All Open Task” 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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