Edit a Work Order

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to edit a work order and bulk edit work orders.

Edit an Individual Work Order

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to edit, and select it to view its details.
3. In the work order details, select Edit.
4. Update the work order fields as needed.
5. Select Update to save the work order with your changes.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order you want to edit, and select it to view its details.
3. In the work order details, select Edit.
4. Update the work order fields as needed.
5. Select Update to save the work order with your changes.

Bulk Edit Work Orders

availability

You can only bulk edit work orders in the MaintainX web application.

You can edit multiple work orders at the same time from the To-Do view or the Table view in the Work Orders module. You can change specific fields and perform specific operations on all the selected work orders.

To bulk edit work orders:

1. From the sidebar, select Work Orders.

2. Select (To-Do View) or (Table View).

3. To select the work orders you want to bulk edit:

   1. Hover over the work order icon until a checkbox appears.
   2. Select the checkbox of the work orders you want to bulk edit.

4. From the bulk editing options, select the operation you want to perform. For example, select Priority to change the priority for all the selected work orders.

   

   Bulk edit options for work orders

   For information about what you can bulk edit, see Work Order Bulk Editing Operations.

5. Select the new value you want to set for all of the selected work orders, for example High priority.

6. Select Apply Changes to update the work orders.

Work Order Bulk Editing Operations

The following describes the bulk editing operations you can perform on work orders.

Option	Action	Steps
	Change Due Date	Do one of the following: Select a new due date from the calendar. Then select Apply Changes to update the due dates for all the selected work orders. Select Remove Due Date to remove the due date from all the selected work orders. When prompted, select Confirm. warning If you select Remove Due Date when you bulk edit work orders, the Recurrence for all selected work orders is set to Does not Repeat. I.e., any recurring work orders in the selection become non-recurring work orders. Select Remove Start Date to remove the start date from all the selected work orders. When prompted, select Confirm.
	Change Assignees	From the Edit Assignees list, select any assignees you want to add, and deselect any assignees you want to remove. Select Apply Changes to make the change for all the selected work orders.
	Change Categories	From the Edit Categories list, select any categories you want to add, and deselect any categories you want to remove. Select Apply Changes to make the change for all the selected work orders.
	Change Priorities	From the Edit Priority list, select the priority to assign. You can only select one priority. Select Apply Changes to make the change for all the selected work orders.
	Mark as Read	When prompted, select Confirm to mark all the selected work orders as read.
	Delete Work Orders	When prompted, select Confirm to delete all the selected work orders.
	Cancel Work Orders	Cancel the Work Orders The Cancel selected work orders dialog opens. Add a comment and/or upload pictures or files. Select Submit to cancel all the selected work orders.