There are three options for batching workorders: Batch Print, Batch Complete, and Batch Reassign. Batch process workorders through RP Management - Vendors - Lookup a Workorder or RP Management - Workorders - Workorder Lookup (Figure 45).
Figure 45
Batch Print
Batch print a group of workorders matching specific criteria.
Select Batch Print from the Batch Processes select list and enter the search parameters. Click Find Workorder to display the matching workorders. Mark workorders to be included in the Batch Print and then click on Print to complete the process.
Batch Complete
Mark a group of workorders as completed. Use this function to mark a large group of completed workorders from a single vendor or completed workorders received over a weekend.
Select Batch Complete from the Batch Processes select list and enter the search parameters. Click Find Workorder to display the matching workorders. Mark workorders to be included in the Batch Complete and then click on Complete to process the update.
It is usually preferable to process completed workorders individually to ensure accuracy and to allow for additional editing.
Batch Reassign
Reassign workorders from one vendor to another when the original responsible vendor discontinues their services or is unavailable to complete the work.
Select Batch Reassign from the Batch Processes and enter the search parameters. Click Find Workorder to display the matching workorders. Mark workorders to be included in the Batch Reassign, enter the vendor ID or choose a vendor from the drop down select list, and then click on Complete to process the update. This is normally used when the property management company stops using a vendor or the original responsible vendor is unable to perform the work during the specified timeframe.