Use Batch Job Processing to import new work orders or bulk update existing work orders from a spreadsheet. A Job form must be locked under Setup before it can be used for Batch Job Processing. Locking a form prevents it from being edited, which could break the import/update process.
1. Select the Process Type:
- Import: creates new work orders from the spreadsheet you upload
- Update: updates existing work orders that match the WO #s in the spreadsheet you upload
2. Select the Work Order Form for the type of work order you want to import/update. Only forms that have been locked under Setup will display in the dropdown. Click the Download Template button to download a spreadsheet with columns in the correct format and order. The columns represent properties and questions in the Work Order Form selected. Fill in the rows of the template with work order data, but do not delete/edit column headings or change column order.
- 💡 Tip: The spreadsheet produced by the Export on a tab of the Summary screen can be used as your template for a batch job update of work orders in that tab.
3. Upload your spreadsheet by browsing your computer for the file or by dragging and dropping the file onto the target zone.
4. Select the Status you want the work orders you import/update to have after running the process.
5. Click the Validate button. A new window will open showing any errors that have occurred. If necessary, correct the errors in your spreadsheet, upload it, and validate it again. Once validation has passed, click the Import or Update button.
