Workflow MenuWorkflow Menu\Batch ChangeBatch Change\Batch Change – Work State Tab

Batch Change – Work State Tab

The Work State tab is for batch changing the Cancelled, Return No Maint, and Rejected checkboxes on Work Orders. The changes will be reflected on the Work Order once the Process button is selected. This tab must be the active tab when the Process button is selected.

·         On Site – This dropdown allows batch changing the On Site checkbox on the Work Order indicating the service was done or needs to be done on site.

o   No Change – The Work Order On Site check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order On Site check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order On Site check box is not checked for all Work Orders being changed through this Batch Change process.

·         Expedite – This dropdown allows batch changing the Expedite checkbox on the Work Order indicating the Asset needs to be expedited through the service process.

o   No Change – The Work Order Expedite check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order Expedite check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order Expedite check box is not checked for all Work Orders being changed through this Batch Change process.

·         ISOCert – This dropdown allows batch changing the ISOCert check box on the Work Order indicating the Asset requires an ISO or Accredited certificate.

o   No Change – The Work Order ISOCert check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order ISOCert check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order ISOCert check box is not checked for all Work Orders being changed through this Batch Change process.

·         Cancelled – This dropdown allows batch changing the Cancelled checkbox on the Work Order indicating that the Service Facility cancelled the Work Order.

o   No Change – The Work Order Cancelled check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order Cancelled check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order Cancelled check box is not checked for all Work Orders being changed through this Batch Change process.

·         Return No Maint – This dropdown allows batch changing of the Return No Maint checkbox on the Work Order indicating the Asset owner has requested the Service facility to close the Work Order and have the Asset returned with no maintenance being performed.

o   No Change – The Work Order Return No Maint check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order Return No Maint check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order Return No Maint check box is not checked for all Work Orders being changed through this Batch Change process.

·         Rejected – This dropdown allows batch changing of the Rejected checkbox on the Work Order indicating that as a result of the Work Order, the Asset has been rejected.

o   No Change – The Work Order Rejected check box remains in its current state. No change is made due to the Batch Change process.

o   Yes - The Work Order Rejected check box is checked for all Work Orders being changed through this Batch Change process.

o   No - The Work Order Rejected check box is not checked for all Work Orders being changed through this Batch Change process.

·         Required Date – This date field allows batch changing of the Required Date on the Work Order indicating the date the customer requests the Asset to be returned by.

·         Priority - This date field allows batch changing of the Priority on the Work Order indicating the service priority of the Asset.

All changes can be discarded by pressing the Cancel button at the top of the screen before the Process button is pressed.

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