Work Orders with 'Related Work Orders' (Multiple Segments)

For Work Orders with 'Related Work Orders' (or multiple segments), technicians have several options within the 'Related Work Orders' list in the Service app to streamline their workflow. These options include:

• Mass Complete Checklists
• Mass Move to Customer Review

Mass Complete Checklists

This feature marks every checklist question within each work order as [OK]. Technicians can then focus on specific work orders where issues were identified, updating only the relevant questions with comments and pictures as needed. This significantly reduces the time spent manually answering every question across multiple work orders.

1. While in one of the work orders with 'related work orders', press [eye] icon in the 'Related Work Orders' field.

   

2. Press [OK for Unanswered].

   

3. Press [OK] to answer all questions or press [Cancel] to go back to Step 1.

   

4. Pressing [OK] in the previous step marks all checklists results as OK.

   

Mass 'Move to Customer Review'

This feature allows technicians to automatically change multiple work orders to the Customer Review status, eliminating the need to update each work order individually. However, if a work order type requires a specific number of pictures or work performed notes, these requirements must be fulfilled before it can be included in the 'mass move to customer review' process.

1. While in one of the work orders with 'related work orders', press [eye] icon in the 'Related Work Orders' field.

   

2. Press [Move to Customer Review]. NOTE: If the work order type requires a specific number of pictures or work performed notes, these requirements must be completed before it can be included in the 'mass move to customer review' process.

   

3. All work orders meeting the work order type's requirements are listed. Press [YES] to update the work order's status to 'Customer Review'. Or, press [CANCEL] to go back to previous step.

   

4. The technician can now batch sign work orders using the 'Sign Multiple Work Orders' feature. The available options include:

   
   

   [Select All]: Selects all work orders for customer signature.

   [Select Only OK]: Selects only the work orders where all checklist items are marked as [OK]. This option allows the technician to individually review work orders with checklist items that have responses other than [OK].

   [Deselect All]: Clears all selected work orders, allowing the technician to start the selection process over.