Search and perform mass actions on work orders | NextGen FSM

Audience: Administrators and operations managers

Find specific work orders (WOs) to access or change them. You can also set WO display options and validate, close, or export WOs in bulk.

Prerequisite

Before you start, make sure you have created a WO.

All following instructions start from this system path:

Features > Core > Work order management > Search WO

To search for WOs:

In the Search WO page, in the Filters panel, enter any desired parameters for the WO.
- For a full list of fields, see Reference: Search WO.
Click Search.

At the top left of the WO list table, examine WOs with three buttons:

Button name	Description
Three vertical line menu	Sets the visibility and order of columns.
Up and down arrow	Sorts records in ascending or descending order of given fields.
Three dots menu	Gives you options to: Validate: Change one or more records’ statuses from “Open” to “Schedulable”. Cancel selected: Cancel the selected orders. Close selected: Selected orders can have administrative closure. Massive closure: Have administrative closure for orders extracted through the filters. Lock selected: Lock the selected orders. Unlock selected: Unlock the selected orders. Set selected period: Massively define the start/end cardinal date. Reset original period selected: Reset the cardinal start/end date from the original/beginning date. Edit OC: Edit the operations center for the selected orders. Regenerate selected WO: Create a new WO from the reference work cycle. Duplicate selected WO: Create a new WO from the structure in the reference order. Generate WOs for inspection: Massively create WOs to inspect technical objects related to the initial set of WOs. The planner/operation manager can set the desired WO type, work cycle, expected work interval, and the responsible operation center. Modify urgency of selected WO: Modify the urgency of the selected WOs. Export: Create an xls file that includes all extracted WOs.

Notes:

When using Excel, the file format .xls has a limit of 65,536 lines in each sheet, while the .xlsx format has a limit of 1,048,576 lines per sheet.
To the right, find the “WO list” with the number of the extracted records.

To close multiple work orders (WOs) at the same time:

Use WO search.
- See Search for a WO.
Select all the orders in a specific status or criteria in the WO list.
Click the Three dots menu > Close selected.
- Note: Before you close WOs, you must verify your accounting department.