This article will teach you how to reassign both service request and preventive maintenance work orders in bulk, as well as how to reassign service request work routing and preventive maintenance schedules in bulk.
Note: For steps on how to assign work orders individually, see the articles Assigning a Service Request and Assigning a Preventive Maintenance (PM) Work Order.
- From the Property & Facility menu, click Settings.
- From the Settings page, navigate to the Service Requests section and click Bulk Reassign Work Orders.
- Once the Bulk Reassign Work Orders window opens, complete the form presented:
| Field | Explanation |
|---|---|
| From User |
Enter 3 or more characters to search for the applicable staff user's name from whom you wish to reassign. Note: The staff users who appear in this list will be only those who have access to either service requests or preventive maintenance. |
| Property |
Select the applicable property. Note: Once the From User is selected, the properties shown will be only those that the From User has access to. |
| Scope |
Select which items you want to reassign. Note: You can select one or more of any combination of items, but keep in mind that based on the selection(s), the list of users in the To User field will vary depending on their feature access. |
| To User |
Select the staff user to whom you wish to reassign. Note: The staff users who appear in this list are dependent upon the property selected, as well as which item(s) are selected for the Scope. For example, if the Scope is both SR Work Orders and PM Work Orders, the users who appear will be only those with access to both features for that particular property. |
- Click the Save button.
- If reassigning SR Work Orders and/or PM Work Orders, those will now be assigned to the To User selected. If reassigning SR Routing, the affected work categories have now been routed to the To User selected. If reassigning PM Schedules, those and all of their future work orders will now be assigned to the To User selected.