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Bulk Transfer of Work Orders and Preventative Maintenance [PM]

How Admins have the ability to Transfer Work Orders and Scheduled Maintenance [PM] in bulk!

On the Left Navigation Bar, click on Work Orders and you will now see Transfer Work Orders

  • After clicking on Transfer Work Orders, a new page appears
  • Choose to transfer a Work Order based on Requester, Assignee, Location, Department or Service Category  
  • Pick your criteria, then hit Save

Also on the Left Navigation Bar, after clicking on Maintenance [PM], you will now see Transfer PMs

  • After clicking Transfer PMs, a new page appears
  • Choose to transfer a Work Order based on Requester, Assignee, Location, Department or Service Category
  • Pick your criteria, then hit Save.