Create a Work Order for Multiple Assets

Create a Work Order for Multiple Assets

Within the Asset Inventory module, it's possible to select multiple assets and add them to one work order. Either create a new work order or add them to an existing work order.

 

Select Multiple Assets

  1. Navigate to the Asset Inventory Module. Click Assets > Asset Inventory.
  2. Filter or search to populate a list of assets. 
  3. Select multiple or all assets in the list by checking the boxes of the assets or checking the select all assets box at the top. 

 

Create a New Work Order

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  1. Click the Action dropdown in the top right. Note - the Action button is only visible after you have selected assets.
  2. Select New WO. 
  3. Fill out the work order details. For more information on how to create a work order, visit our article Create a New Work Order.
  4. Click Save.

Note - the selected assets will automatically be attached to the asset record.

 

Add Assets to an Existing Work Order

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  1. Click the Action dropdown in the top right. Note - the Action button is only visible after you have selected assets.
  2. Select + Existing WO. 
  3. Search or filter to find the desired work order. 
  4. Check the box of the work order. 
  5. Click Attach to add the work order to your selection. 
  6. Click Attach again to confirm your selection. 

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