# 6. Work Orders

# 1. Overview

#### <span class="TextRun Underlined SCXW176897216 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW176897216 BCX0" data-ccp-parastyle="heading 1">Overview:</span></span><span class="EOP SCXW176897216 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span>

<span class="TextRun SCXW176897216 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW176897216 BCX0">A Work order serves as a formal document used in various sectors to instruct specific tasks to complete within a specific period. Work Orders provide clarity, </span><span class="NormalTextRun SCXW176897216 BCX0">accountability, and proper execution of work within an organization.</span></span><span class="EOP SCXW176897216 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"></span>

# 2. Work Order Dashboard

#### <span style="color: rgb(53, 152, 219);"><span class="TextRun Underlined SCXW68582175 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW68582175 BCX0" data-ccp-parastyle="heading 1">Work Order Dashboard:</span></span><span class="EOP SCXW68582175 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW68582175 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW68582175 BCX0">By </span><span class="NormalTextRun SCXW68582175 BCX0">clicking</span> <span class="NormalTextRun SCXW68582175 BCX0">on</span><span class="NormalTextRun SCXW68582175 BCX0"> the </span><span class="NormalTextRun SCXW68582175 BCX0">W</span><span class="NormalTextRun SCXW68582175 BCX0">o</span><span class="NormalTextRun SCXW68582175 BCX0">rk Order module from the platform,</span><span class="NormalTextRun SCXW68582175 BCX0"> the Wor</span><span class="NormalTextRun SCXW68582175 BCX0">k</span><span class="NormalTextRun SCXW68582175 BCX0"> order list </span><span class="NormalTextRun SCXW68582175 BCX0">dashboard </span><span class="NormalTextRun SCXW68582175 BCX0">will appear. </span><span class="NormalTextRun SCXW68582175 BCX0">The</span> <span class="NormalTextRun SCXW68582175 BCX0">dashboard </span><span class="NormalTextRun SCXW68582175 BCX0">contains</span><span class="NormalTextRun SCXW68582175 BCX0"> the following details below:</span></span><span class="EOP SCXW68582175 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":0}"> </span>

<span class="EOP SCXW68582175 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":0}"><span class="SCXW68582175 BCX0"><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW68582175 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-6oq4jygx.png)</span></span></span>

<div class="page-content" dir="auto" id="bkmrk-list-of-work-orders-"><div dir="auto"><div class="SCXW68582175 BCX0" id="bkmrk-list-of-work-orders--1"><div class="ListContainerWrapper SCXW68582175 BCX0">1. <span class="TextRun SCXW68582175 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW68582175 BCX0">L</span><span class="NormalTextRun SCXW68582175 BCX0">ist of Work orders for Today (Current day) / Week / Month / Year based on the user </span><span class="NormalTextRun SCXW68582175 BCX0">selection</span><span class="NormalTextRun SCXW68582175 BCX0">. </span></span>
2. **<span class="NormalTextRun SCXW68582175 BCX0">The Date section with Calendar icon</span>**<span class="NormalTextRun SCXW68582175 BCX0">**:** To</span><span class="NormalTextRun SCXW68582175 BCX0"> show the date based on the frequency that the User selects. The frequencies are Today, Week, Month, Year, Custom.</span>
3. <span class="NormalTextRun SCXW68582175 BCX0">**Different statuses** of Work Orders and count against each status of the Work order is displayed.</span>
4. **<span class="NormalTextRun SCXW68582175 BCX0">4 lines icon</span>**<span class="NormalTextRun SCXW68582175 BCX0">**:** to </span><span class="NormalTextRun SCXW68582175 BCX0">show the dynamic table which displays the list of work orders and related information.</span>
5. <span class="NormalTextRun SCXW68582175 BCX0">**Location icon:** which shows the Location.</span>
6. <span class="NormalTextRun SCXW68582175 BCX0">**User interface icon:** To shows the details of Agents and Work order details of the Agents.</span>
7. <span class="NormalTextRun SCXW68582175 BCX0">**Calendar icon:** To show </span><span class="NormalTextRun SCXW68582175 BCX0">s</span><span class="NormalTextRun SCXW68582175 BCX0">c</span><span class="NormalTextRun SCXW68582175 BCX0">heduled</span><span class="NormalTextRun SCXW68582175 BCX0"> Work order details.</span>
8. <span class="NormalTextRun SCXW68582175 BCX0">**Work Order Type drop down:** Filter parameters based on </span><span class="NormalTextRun SCXW68582175 BCX0">different types</span><span class="NormalTextRun SCXW68582175 BCX0"> of Work orders.</span>
9. <span class="NormalTextRun SCXW68582175 BCX0">**Work Order Status drop down:** To filter the Work order by statuses like Active WO, SLA Breached, Closed WO</span><span class="NormalTextRun SCXW68582175 BCX0">.</span>
10. <span class="NormalTextRun SCXW68582175 BCX0">**Search:** To search specific Work order.</span>
11. <span class="NormalTextRun SCXW68582175 BCX0">**Filter:** To apply filter condition based on different parameters. I.e., Work order, Asset, Locat</span><span class="NormalTextRun SCXW68582175 BCX0">ion and Others.</span>
12. <span class="NormalTextRun SCXW68582175 BCX0">**3 Dots icon:** To</span><span class="NormalTextRun SCXW68582175 BCX0"> show</span> <span class="NormalTextRun SCXW68582175 BCX0">addi</span><span class="NormalTextRun SCXW68582175 BCX0">tional</span><span class="NormalTextRun SCXW68582175 BCX0"> fea</span><span class="NormalTextRun SCXW68582175 BCX0">tures. I.e.</span><span class="NormalTextRun SCXW68582175 BCX0">, New schedule, Generate Work order details report, Generate Work order </span><span class="NormalTextRun SCXW68582175 BCX0">summary </span><span class="NormalTextRun SCXW68582175 BCX0">report</span><span class="NormalTextRun SCXW68582175 BCX0">, customize table view.</span><span class="EOP SCXW68582175 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>

</div></div></div></div><div class="page-content" dir="auto" id="bkmrk--1">---

</div>

# 3. Prerequisites

### <span style="color: rgb(53, 152, 219);"><span class="TextRun Underlined SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 1">Prerequisites</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Location Configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span style="color: rgb(0, 0, 0);"><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"><span class="NormalTextRun SCXW70064452 BCX0">It's</span><span class="NormalTextRun SCXW70064452 BCX0"> important to configure Location in the Work Order creation process, for </span><span class="NormalTextRun SCXW70064452 BCX0">identifying</span><span class="NormalTextRun SCXW70064452 BCX0"> work location and to </span><span class="NormalTextRun SCXW70064452 BCX0">identify</span><span class="NormalTextRun SCXW70064452 BCX0"> the Agents available to take up the task in the specific location to expediate the task completion.</span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/image.png)

<div class="page-content" dir="auto" id="bkmrk-add-location-and-bul"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-location-and-bul-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Location and Bulk Upload:** These are the 2 options to configure </span><span class="NormalTextRun SCXW82122862 BCX0">L</span><span class="NormalTextRun SCXW82122862 BCX0">ocation in an application. Add location is used t</span><span class="NormalTextRun SCXW82122862 BCX0">o configure one location </span><span class="NormalTextRun SCXW82122862 BCX0">whereas</span><span class="NormalTextRun SCXW82122862 BCX0"> Bulk upload is used to configure list of location in bulk.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Edit icon:** To edit the existing Location</span><span class="NormalTextRun SCXW82122862 BCX0">.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Delete:** To </span><span class="NormalTextRun SCXW82122862 BCX0">delete</span><span class="NormalTextRun SCXW82122862 BCX0"> the Location.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 3">Location based configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">Based on the Location, building, </span><span class="NormalTextRun SCXW82122862 BCX0">floor</span><span class="NormalTextRun SCXW82122862 BCX0"> and room can be configured. Based on the Location t</span><span class="NormalTextRun SCXW82122862 BCX0">hat the User selects, building, floor and room fields get auto populated <span class="TextRun SCXW34089664 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW34089664 BCX0">in Work Order creation page</span><span class="NormalTextRun SCXW34089664 BCX0">.</span></span><span class="EOP SCXW34089664 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559739":160,"335559740":279}"> </span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/JJfimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/JJfimage.png)

<span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span>

##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Work Order - Type configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span style="color: rgb(0, 0, 0);"><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"><span class="TextRun SCXW41565094 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW41565094 BCX0">Work Order type configuration is essential to other configurations, such as SLA, Task Template, Auto assignment rule, etc.</span></span><span class="EOP SCXW41565094 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559685":432,"335559739":160,"335559740":279}"> </span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/UEHimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/UEHimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-type%3A-to-add-ind"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-type%3A-to-add-ind-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Type:** To add individual Work order type.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Bulk Upload:** This is used to add Work order types in bulk.</span></span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Work Order - Sub type configuration:</span></span></span><span style="color: rgb(35, 111, 161);"><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/DEIimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/DEIimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-sub-type%3A-to-add"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-sub-type%3A-to-add-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Sub Type:** </span><span class="NormalTextRun SCXW82122862 BCX0">To add individual Work order sub type.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Bulk Upload:** This is used to add Work order sub types in bulk.</span></span>

</div></div></div></div>##### <span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span><span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Resource Group </span><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Configuration:</span></span></span><span style="color: rgb(35, 111, 161);"><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/hHaimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/hHaimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-resource-group%3A-"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-resource-group%3A--1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Resource Group:** To configure new </span><span class="NormalTextRun SCXW82122862 BCX0">resource</span><span class="NormalTextRun SCXW82122862 BCX0"> group based on different parameters like location, asset, </span><span class="NormalTextRun SCXW82122862 BCX0">inventory, case, work order and agent.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**View icon:** To view the specific resource group con</span><span class="NormalTextRun SCXW82122862 BCX0">figuration.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Edit icon:** To edit the specific resource group.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Delete icon:** To </span><span class="NormalTextRun SCXW82122862 BCX0">delete</span><span class="NormalTextRun SCXW82122862 BCX0"> the specific resource group.</span></span> <span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Task Template Configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span style="color: rgb(0, 0, 0);"><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"><span class="TextRun SCXW12776223 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW12776223 BCX0">Task</span><span class="NormalTextRun SCXW12776223 BCX0"> template </span><span class="NormalTextRun SCXW12776223 BCX0">configuration helps a User to view a Task template associated with selected Work Order type in Work Order creation page.</span><span class="NormalTextRun SCXW12776223 BCX0"> This is configured </span><span class="NormalTextRun SCXW12776223 BCX0">m</span><span class="NormalTextRun SCXW12776223 BCX0">ainly for</span> <span class="NormalTextRun SCXW12776223 BCX0">field Agent to specify the task to be completed &amp; update progress /</span><span class="NormalTextRun SCXW12776223 BCX0"> related remarks. This will be displayed both in Web app &amp; mo</span><span class="NormalTextRun SCXW12776223 BCX0">bile app.</span></span><span class="EOP SCXW12776223 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559685":360,"335559739":160,"335559740":279}"> </span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/F5Pimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/F5Pimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-task-template-an"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-task-template-an-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Task Template and Bulk Upload:** To create task template individually or in bulk</span><span class="NormalTextRun SCXW82122862 BCX0">. Work order type and work order sub types are mandatory </span><span class="NormalTextRun SCXW82122862 BCX0">to </span><span class="NormalTextRun SCXW82122862 BCX0">create a Task template. Based on this configuration</span><span class="NormalTextRun SCXW82122862 BCX0"> task</span><span class="NormalTextRun SCXW82122862 BCX0"> template will be displayed on </span><span class="NormalTextRun SCXW82122862 BCX0">the Work</span><span class="NormalTextRun SCXW82122862 BCX0"> order creation page.</span></span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Status:** It </span><span class="NormalTextRun SCXW82122862 BCX0">represents</span><span class="NormalTextRun SCXW82122862 BCX0"> the status of the Task template. I.e., </span><span class="NormalTextRun SCXW82122862 BCX0">A</span><span class="NormalTextRun SCXW82122862 BCX0">ctive</span><span class="NormalTextRun SCXW82122862 BCX0"> and Inactive.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Edit icon:** To edit the specific task template.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Delete icon:** To </span><span class="NormalTextRun SCXW82122862 BCX0">delete</span><span class="NormalTextRun SCXW82122862 BCX0"> the specific task template.</span></span> <span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Auto Assignment Agent </span><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW647614 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW647614 BCX0">Based on the </span><span class="NormalTextRun SCXW647614 BCX0">criteria defined in the Auto assignment rule, Work order will be assigned to the field agent is the concept of Auto Assignment Agent Configuration.</span><span class="NormalTextRun SCXW647614 BCX0"> </span></span><span class="EOP SCXW647614 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559685":360,"335559739":160,"335559740":279}"> </span>

<span class="TextRun SCXW647614 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW647614 BCX0">Ex: Agent with specific skillset, within specific distance</span><span class="NormalTextRun SCXW647614 BCX0">, availability as per the roster, rating (</span><span class="NormalTextRun SCXW647614 BCX0">quality of work</span><span class="NormalTextRun SCXW647614 BCX0">)</span> <span class="NormalTextRun SCXW647614 BCX0">configured on the settings module, Work order will be assigned.</span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/9oPimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/9oPimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-rule%3A-to-add-the"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-rule%3A-to-add-the-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Rule:** To add the rule </span><span class="NormalTextRun SCXW82122862 BCX0">for Auto </span><span class="NormalTextRun SCXW82122862 BCX0">assignment</span><span class="NormalTextRun SCXW82122862 BCX0"> of an Agent </span><span class="NormalTextRun SCXW82122862 BCX0">with </span><span class="NormalTextRun SCXW82122862 BCX0">certain parameters like </span><span class="NormalTextRun SCXW82122862 BCX0">Threshold, </span><span class="NormalTextRun SCXW82122862 BCX0">w</span><span class="NormalTextRun SCXW82122862 BCX0">ork order type</span><span class="NormalTextRun SCXW82122862 BCX0">, work order sub type,</span> <span class="NormalTextRun SCXW82122862 BCX0">skill set etc.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Edit icon:** To edit the specific auto assignment rule.</span></span>
3. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**View icon:** To view the specific auto assignment rule.</span></span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">A</span><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">uto Assignment Supervisor </span><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Configuration:</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW74050556 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW74050556 BCX0">Based on the criteria defined in the Auto assignment rule, Work order will be assigned to the supervisor is the concept of Auto Assignment Supervisor Configuration. </span></span><span class="TextRun SCXW74050556 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW74050556 BCX0">Ex: </span><span class="NormalTextRun SCXW74050556 BCX0">Supervisor</span><span class="NormalTextRun SCXW74050556 BCX0"> with specific skillset, within specific distance, availability as per the roster, rating (quality of work) configured on the settings module, Work order will be assigned.</span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/qelimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/qelimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-rule%3A-to-add-the-2"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-rule%3A-to-add-the-3"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Add Rule:** To add the rule for Auto assignment of Supervisor with certain parameters like Threshold, work order type, work order sub type, skill set etc.</span></span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Edit icon:** To edit the specific auto assignment rule.</span></span>
3. <span class="NormalTextRun SCXW82122862 BCX0">**View icon:** To view the specific auto assignment rule.</span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">Response &amp; Resolution SLA Configuration:</span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Zxoimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Zxoimage.png)

<div class="page-content" dir="auto" id="bkmrk-allow-sla-to-be-paus"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-allow-sla-to-be-paus-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0">**Allow SLA to be paused outside of working days:** It </span><span class="NormalTextRun SCXW82122862 BCX0">represents</span><span class="NormalTextRun SCXW82122862 BCX0"> whether to </span><span class="NormalTextRun SCXW82122862 BCX0">pause the SLA of the work order outside of working days.</span><span class="NormalTextRun SCXW82122862 BCX0"> This also </span><span class="NormalTextRun SCXW82122862 BCX0">impact</span><span class="NormalTextRun SCXW82122862 BCX0"> on pausing SLA </span><span class="NormalTextRun SCXW82122862 BCX0">of the work order when is goes beyond the working hours.</span></span>
2. **<span class="NormalTextRun SCXW82122862 BCX0">SLA Countdown Trigger Point</span>**<span class="NormalTextRun SCXW82122862 BCX0">**:**  To update the SLA Countdown Trigger Point.</span>
3. **<span class="NormalTextRun SCXW82122862 BCX0">Allow extension of Resolution SLA</span>**<span class="NormalTextRun SCXW82122862 BCX0">**:** By enabling this </span><span class="NormalTextRun SCXW82122862 BCX0">option</span><span class="NormalTextRun SCXW82122862 BCX0">, agent will be given a flexibility to request time </span><span class="NormalTextRun SCXW82122862 BCX0">extension</span><span class="NormalTextRun SCXW82122862 BCX0"> for resolving </span><span class="NormalTextRun SCXW82122862 BCX0">the work order.</span><span class="EOP SCXW82122862 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW82122862 BCX0">Number of Request</span>**<span class="NormalTextRun SCXW82122862 BCX0">**:** To define the time </span><span class="NormalTextRun SCXW82122862 BCX0">extension</span><span class="NormalTextRun SCXW82122862 BCX0"> count </span><span class="NormalTextRun SCXW82122862 BCX0">for agent in resolving the work order.</span></span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW82122862 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW82122862 BCX0" data-ccp-parastyle="heading 2">SLA Configuration:</span></span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/JKtimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/JKtimage.png)

<div class="page-content" dir="auto" id="bkmrk-add-sla-and-bulk-upl"><div dir="auto"><div class="SCXW82122862 BCX0" id="bkmrk-add-sla-and-bulk-upl-1"><div class="ListContainerWrapper SCXW82122862 BCX0">1. <span class="TextRun SCXW82122862 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW82122862 BCX0">Add SLA and Bulk Upload:</span>** <span class="NormalTextRun SCXW82122862 BCX0">To add Response SLA and Resolution </span><span class="NormalTextRun SCXW82122862 BCX0">SLA individually or in bulk.</span></span>
2. **<span class="NormalTextRun SCXW82122862 BCX0">Edit:</span>**<span class="NormalTextRun SCXW82122862 BCX0"> To </span><span class="NormalTextRun SCXW82122862 BCX0">e</span><span class="NormalTextRun SCXW82122862 BCX0">dit</span><span class="NormalTextRun SCXW82122862 BCX0"> the specific Response SLA / Resolution SLA</span>
3. <span class="NormalTextRun SCXW82122862 BCX0">**Delete:** </span><span class="NormalTextRun SCXW82122862 BCX0">To </span><span class="NormalTextRun SCXW82122862 BCX0">delete</span><span class="NormalTextRun SCXW82122862 BCX0"> the specific Response SLA / Resolution SLA.</span>

</div></div></div></div>##### <span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" style="color: rgb(35, 111, 161);" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">SLA Creation Page:</span></span>

##### <span class="WACImageContainer NoPadding DragDrop BlobObject SCXW209194042 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-8rilx2ym.png)</span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-users-can-define-the"><div dir="auto"><div class="ListContainerWrapper SCXW209194042 BCX0" id="bkmrk-users-can-define-the-1">1. <span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Users</span><span class="NormalTextRun SCXW209194042 BCX0"> can define the SLA name as</span> <span class="NormalTextRun SCXW209194042 BCX0">require</span><span class="NormalTextRun SCXW209194042 BCX0">d</span><span class="NormalTextRun SCXW209194042 BCX0">.</span></span>
2. <span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">User can select the Work Order type &amp; sub-type to associate the SLA with.</span></span>
3. <span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Users</span><span class="NormalTextRun SCXW209194042 BCX0"> can select Work Order category which will be displayed on selecting </span><span class="NormalTextRun SCXW209194042 BCX0">Work Order type.</span></span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Priority drop down </span><span class="NormalTextRun SCXW209194042 BCX0">contains</span><span class="NormalTextRun SCXW209194042 BCX0">: High, Medium, Low. </span><span class="NormalTextRun SCXW209194042 BCX0">Users</span><span class="NormalTextRun SCXW209194042 BCX0"> can select one among these.</span></span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":279}"> </span>
5. <span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Users</span><span class="NormalTextRun SCXW209194042 BCX0"> must select the SLA type. Whether </span><span class="NormalTextRun SCXW209194042 BCX0">it's</span><span class="NormalTextRun SCXW209194042 BCX0"> a Response or Resolution SLA.</span></span>
6. <span class="NormalTextRun SCXW209194042 BCX0">Users can select the duration format. Hour &amp; Time / </span><span class="NormalTextRun SCXW209194042 BCX0">Calendar</span><span class="NormalTextRun SCXW209194042 BCX0"> Terms.</span>
    1. **<span class="NormalTextRun SCXW209194042 BCX0">Hour &amp; Time:</span>**<span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0"> User can define the </span><span class="NormalTextRun SCXW209194042 BCX0">number of </span><span class="NormalTextRun SCXW209194042 BCX0">days (</span><span class="NormalTextRun SCXW209194042 BCX0">Out of 30days</span><span class="NormalTextRun SCXW209194042 BCX0">),</span><span class="NormalTextRun SCXW209194042 BCX0"> Hours &amp; Minute.</span></span>
    2. **<span class="NormalTextRun SCXW209194042 BCX0">Calendar Terms:</span>**<span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0"> User can choose this option to count the SLA</span><span class="NormalTextRun SCXW209194042 BCX0"> using different frequencies. Ex: End of the day (</span><span class="NormalTextRun SCXW209194042 BCX0">11:59pm</span><span class="NormalTextRun SCXW209194042 BCX0">)</span><span class="NormalTextRun SCXW209194042 BCX0">, End of Week (</span><span class="NormalTextRun SCXW209194042 BCX0">Sunday 11:59pm</span><span class="NormalTextRun SCXW209194042 BCX0">), End of 2</span></span><span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun Superscript SCXW209194042 BCX0" data-fontsize="12">nd</span></span><span class="TextRun SCXW209194042 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0"> Week, End of the Month etc. The system </span><span class="NormalTextRun SCXW209194042 BCX0">calculates</span><span class="NormalTextRun SCXW209194042 BCX0"> au</span><span class="NormalTextRun SCXW209194042 BCX0">tomatically </span><span class="NormalTextRun SCXW209194042 BCX0">based</span><span class="NormalTextRun SCXW209194042 BCX0"> on the frequency configured</span><span class="NormalTextRun SCXW209194042 BCX0"> based on the start date the User selects in the Work order creation page</span><span class="NormalTextRun SCXW209194042 BCX0">.</span></span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":279}"> </span>

</div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0" data-ccp-charstyle="Heading 3 Char">Work Order Template Configuration:</span></span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559739":160,"335559740":279}"> </span></span>

<span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Configure Work order templates </span><span class="NormalTextRun SCXW209194042 BCX0">required</span><span class="NormalTextRun SCXW209194042 BCX0"> for Association configuration. This template is used in the Auto Work order creation process from Case</span></span><span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0" data-ccp-charstyle="Heading 3 Char">.</span></span><span class="WACImageContainer NoPadding DragDrop BlobObject SCXW209194042 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-7oz4qjft.png)</span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

##### <span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" style="color: rgb(35, 111, 161);" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0" data-ccp-charstyle="Heading 3 Char">Association Configuration:</span></span>

<span class="WACImageContainer NoPadding DragDrop BlobObject SCXW209194042 BCX0" role="presentation">![](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-4ndnehuv.png)</span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-case-%26-work-order-cu"><div dir="auto"><div class="ListContainerWrapper SCXW209194042 BCX0" id="bkmrk-case-%26-work-order-cu-1">1. <span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW209194042 BCX0">C</span><span class="NormalTextRun SCXW209194042 BCX0">ase</span><span class="NormalTextRun SCXW209194042 BCX0"> &amp; Work Order Custom Association:</span>** </span><span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">To assign </span><span class="NormalTextRun SCXW209194042 BCX0">certain case types and sub-types with a specific work order template. This configuration assists for efficiency in case-related work order creation.</span></span>
2. **<span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">Auto-Generate Work Order:</span> </span>**<span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">This </span><span class="NormalTextRun SCXW209194042 BCX0">toggle is </span><span class="NormalTextRun SCXW209194042 BCX0">providing</span><span class="NormalTextRun SCXW209194042 BCX0"> flexibility </span><span class="NormalTextRun SCXW209194042 BCX0">to automate the Work order creation process for the Case types &amp; sub-types specified in the association's configuration.</span></span>
3. <span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW209194042 BCX0">Add Association:</span>** </span><span class="TextRun SCXW209194042 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW209194042 BCX0">To add associations.</span> <span class="NormalTextRun SCXW209194042 BCX0">The user</span><span class="NormalTextRun SCXW209194042 BCX0"> must select the Case type, sub-type, severity &amp; priority and then select the Work order template from the pre-configured </span><span class="NormalTextRun SCXW209194042 BCX0">Work order template list to complete the Association configuration.</span></span><span class="EOP SCXW209194042 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559739":160,"335559740":279}"> </span>

</div><div class="ListContainerWrapper SCXW209194042 BCX0" id="bkmrk--10"></div></div>---

<div class="text-muted text-small"><div class="entity-meta"><svg class="svg-icon" data-icon="history" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path d="M0 0h24v24H0z" fill="none"></path><path d="M13 3a9 9 0 0 0-9 9H1l3.89 3.89.07.14L9 12H6c0-3.87 3.13-7 7-7s7 3.13 7 7-3.13 7-7 7c-1.93 0-3.68-.79-4.94-2.06l-1.42 1.42A8.95 8.95 0 0 0 13 21a9 9 0 0 0 0-18m-1 5v5l4.28 2.54.72-1.21-3.5-2.08V8z"></path></svg>Revision #3   
<svg class="svg-icon" data-icon="star" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path d="M0 0h24v24H0z" fill="none"></path><path d="M12 17.27 18.18 21l-1.64-7.03L22 9.24l-7.19-.61L12 2 9.19 8.63 2 9.24l5.46 4.73L5.82 21z"></path><path d="M0 0h24v24H0z" fill="none"></path></svg>Created 1 August 2024 10:04:04 by Sushma Palapatta Chandran   
<svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path d="M3 17.25V21h3.75L17.81 9.94l-3.75-3.75zM20.71 7.04a.996.996 0 0 0 0-1.41l-2.34-2.34a.996.996 0 0 0-1.41 0l-1.83 1.83 3.75 3.75z"></path><path d="M0 0h24v24H0z" fill="none"></path></svg>Updated 4 September 2024 03:01:41 by Sushma Palapatta Chandran</div></div></div>

# 4. New Work Order.

#### <span style="color: rgb(35, 111, 161);">Work Order Flow:</span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-kw1asb21.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-09/image.png)

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun Underlined SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 1">New Work Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Navigate to Work Orders &gt;&gt; New Work Order to create new Work Order.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/IBAimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/IBAimage.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335551550":2,"335551620":2,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Create New Work </span><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/RE4image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/RE4image.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/1yMimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/1yMimage.png)[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Qf3image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Qf3image.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/aUTimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/aUTimage.png)

<div class="page-content" dir="auto" id="bkmrk-ad-hoc-%2F-open%3A-to-cr"><div dir="auto"><div class="SCXW206979365 BCX0" id="bkmrk-ad-hoc-%2F-open%3A-to-cr-1"><div class="ListContainerWrapper SCXW206979365 BCX0">1. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">**Ad-hoc / Open**: </span></span><span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">To create an ad-hoc or open work orders.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Parent:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create parent work order. One Parent work order can have multiple child work orders.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">By Asset:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create Asset based Work orders</span><span class="NormalTextRun SCXW206979365 BCX0">. </span></span>
    1. **<span class="NormalTextRun SCXW206979365 BCX0">Asset Name:</span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW206979365 BCX0">It's</span><span class="NormalTextRun SCXW206979365 BCX0"> a Mandatory field. List of values configured in the settings can be viewed by typing the 2 letters in the Asset field.</span></span>
    2. <span class="NormalTextRun SCXW206979365 BCX0">**Add Asset:** </span><span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">This option is used to add the Asset. On selecting the Asset from the list, this option will become able to use. Add Asset will result in showing the Asset Image, Asset Name, Serial Number / Bar Code of the Asset, Asset criticality and Location. Cancel symbol is used to remove the added Asset.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. **<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">By</span><span class="NormalTextRun SCXW206979365 BCX0"> Location:</span></span>**<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0"> To create Work orders based on the Asset Location.</span></span>
5. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">**Fill all mandatory and non-mandatory fields**. Based on the configura</span><span class="NormalTextRun SCXW206979365 BCX0">tion the field values will auto populate for the fields like.</span></span>
    1. <span class="NormalTextRun SCXW206979365 BCX0">Work Order Sub-Type &amp; Category </span><span class="NormalTextRun SCXW206979365 BCX0">by</span><span class="NormalTextRun SCXW206979365 BCX0"> selecting the Work Order Type</span><span class="NormalTextRun SCXW206979365 BCX0">.</span>
    2. <span class="NormalTextRun SCXW206979365 BCX0">Task Template by selecting Work Order Type.</span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    3. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Response SLA &amp; Resolution SLA.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    4. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    5. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
    6. <span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Auto Assignment Agent.</span></span>

</div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Section Wise Details:</span></span></span>

<div class="page-content" dir="auto" id="bkmrk-work-order-details%3A-"><div dir="auto"><div class="SCXW206979365 BCX0" id="bkmrk-work-order-details%3A--1"><div class="ListContainerWrapper SCXW206979365 BCX0"><div class="ListContainerWrapper SCXW250295127 BCX0">1. **<span class="TextRun SCXW250295127 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW250295127 BCX0">Work Order Details:</span></span>**<span class="TextRun SCXW250295127 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW250295127 BCX0"> This section </span><span class="NormalTextRun SCXW250295127 BCX0">contains</span> <span class="NormalTextRun SCXW250295127 BCX0">Work</span><span class="NormalTextRun SCXW250295127 BCX0"> order details </span><span class="NormalTextRun SCXW250295127 BCX0">like, Asset / Location details, Work order subject, type, sub-type, category &amp; description.</span></span>
2. <span class="NormalTextRun SCXW250295127 BCX0">**Task Template:** </span><span class="NormalTextRun SCXW250295127 BCX0">Task template is a mandatory field used to assign a task to the Agents. <span class="TextRun SCXW73130094 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73130094 BCX0">It </span><span class="NormalTextRun SCXW73130094 BCX0">contains</span><span class="NormalTextRun SCXW73130094 BCX0"> task details &amp; fields</span><span class="NormalTextRun SCXW73130094 BCX0"> required to be updated by the field agent over task completion.</span></span><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span>
3. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}">**<span class="TextRun SCXW211002885 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW211002885 BCX0">Schedule</span><span class="NormalTextRun SCXW211002885 BCX0">:</span> </span>**<span class="TextRun SCXW211002885 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW211002885 BCX0">It displays the Resolution &amp; Response SLA details as configured in the settings. Based on the Start date t</span><span class="NormalTextRun SCXW211002885 BCX0">hat the User selects, the SLA calculation gets calculated automatically based on the configuration.</span></span><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span></span>
4. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="TextRun SCXW156131569 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW156131569 BCX0">Agent:</span>** </span><span class="TextRun SCXW156131569 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW156131569 BCX0">We have 2 options in the Agent section. I.e., Auto assign &amp; Open request</span><span class="NormalTextRun SCXW156131569 BCX0">. Auto assignment will work based on the Auto assignment agent configuration. Open request </span><span class="NormalTextRun SCXW156131569 BCX0">option</span><span class="NormalTextRun SCXW156131569 BCX0"> provides a flexibility to Agents to accept. Notification of Work order </span><span class="NormalTextRun SCXW156131569 BCX0">creation will be triggered to all the Agents &amp; Agents can </span><span class="NormalTextRun SCXW156131569 BCX0">decide whether to pick or not.</span></span><span class="EOP SCXW156131569 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span></span></span></span>
5. <span class="NormalTextRun SCXW250295127 BCX0"><span class="EOP SCXW73130094 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW211002885 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"><span class="EOP SCXW156131569 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}">**<span class="TextRun SCXW73667177 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73667177 BCX0">Child Work Order Group:</span> </span>**<span class="TextRun SCXW73667177 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW73667177 BCX0">This section will populate only for Work Orders on Parent – child hierarchy</span><span class="NormalTextRun SCXW73667177 BCX0">. </span><span class="NormalTextRun SCXW73667177 BCX0">Work orders can be gro</span><span class="NormalTextRun SCXW73667177 BCX0">uped either based on Assets or Locations. Multiple </span><span class="NormalTextRun SCXW73667177 BCX0">assets / locations are to be selected for creating </span><span class="NormalTextRun SCXW73667177 BCX0">child</span><span class="NormalTextRun SCXW73667177 BCX0"> Work orders</span><span class="NormalTextRun SCXW73667177 BCX0">.</span></span><span class="EOP SCXW73667177 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span></span></span></span></span>
6. **<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Supervisor:</span> </span>**<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Work Orders will be assigned to the </span><span class="NormalTextRun SCXW87212170 BCX0">Supervisor who fulfils the Auto assignment </span><span class="NormalTextRun SCXW87212170 BCX0">rules criteria.</span></span>
7. **<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Documents:</span> </span>**<span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">This section is used to upload </span><span class="NormalTextRun SCXW87212170 BCX0">related</span><span class="NormalTextRun SCXW87212170 BCX0"> documents.</span></span><span class="EOP SCXW87212170 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>
8. <span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US">**<span class="NormalTextRun SCXW87212170 BCX0">e-PTW</span><span class="NormalTextRun SCXW87212170 BCX0">:</span>** </span><span class="TextRun SCXW87212170 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW87212170 BCX0">Used</span><span class="NormalTextRun SCXW87212170 BCX0"> to apply e-PTW for </span><span class="NormalTextRun SCXW87212170 BCX0">specific Work Order.</span></span><span class="EOP SCXW87212170 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559738":0,"335559739":160,"335559740":279,"335559991":360}"> </span>

</div></div></div></div></div>##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW60337682 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW60337682 BCX0" data-ccp-parastyle="heading 3">Mobile App View: Field Agent</span><span class="NormalTextRun SCXW60337682 BCX0" data-ccp-parastyle="heading 3">:</span></span><span class="EOP SCXW60337682 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/wvdimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/wvdimage.png)

<span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="TextRun SCXW60337682 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW60337682 BCX0">Ad-hoc work order displayed in the Mobile app. </span><span class="NormalTextRun SCXW60337682 BCX0">Field Agent </span><span class="NormalTextRun SCXW60337682 BCX0">can </span><span class="NormalTextRun SCXW60337682 BCX0">Accept or Decline the request.</span> </span><span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/MICimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/MICimage.png)

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/yrNimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/yrNimage.png)

<span class="EOP SCXW60337682 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

##### <span style="color: rgb(53, 152, 219);"><span class="TextRun SCXW206979365 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0" data-ccp-parastyle="heading 2">Create Recurring Work Order:</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">To create recurring work orders, select the Recurring Work Order check box from </span><span class="NormalTextRun SCXW206979365 BCX0">the new</span><span class="NormalTextRun SCXW206979365 BCX0"> work order creation page.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/v3Gimage.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/v3Gimage.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

<span class="TextRun SCXW206979365 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW206979365 BCX0">Selecting Recurring Work Order check box displays the recurring work order parameters. It</span><span class="NormalTextRun SCXW206979365 BCX0"> provides the flexibility to </span><span class="NormalTextRun SCXW206979365 BCX0">the User to schedule work orders for future </span><span class="NormalTextRun SCXW206979365 BCX0">periods</span><span class="NormalTextRun SCXW206979365 BCX0">.</span></span><span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/3j3image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/3j3image.png)

<span class="EOP SCXW206979365 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk--10"><div dir="auto">  
</div>---

</div>

# 5. Bulk Upload

#### <span style="color: rgb(35, 111, 161);"><span class="TextRun Underlined SCXW91628577 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0" data-ccp-parastyle="heading 1">Bulk Upload</span><span class="NormalTextRun SCXW91628577 BCX0" data-ccp-parastyle="heading 1">:</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":360,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">This feature is to create work orders in bulk</span><span class="NormalTextRun SCXW91628577 BCX0">. </span><span class="NormalTextRun SCXW91628577 BCX0">Bulk upload is a 3-step process. The following are the steps followed in Work order bulk upload.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

<div class="page-content" dir="auto" id="bkmrk-preparation%3A-bulk-up"><div dir="auto"><div class="SCXW91628577 BCX0" id="bkmrk-preparation%3A-bulk-up-1"><div class="ListContainerWrapper SCXW91628577 BCX0">1. **<span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">Preparation</span><span class="NormalTextRun SCXW91628577 BCX0">:</span></span>**<span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"> <span class="NormalTextRun SCXW91628577 BCX0">Bulk Upload template can be downloaded.</span></span>
2. **<span class="NormalTextRun SCXW91628577 BCX0">Pre-Check</span>**<span class="NormalTextRun SCXW91628577 BCX0">**:** </span><span class="NormalTextRun SCXW91628577 BCX0">To check for any errors in the uploaded sheet.</span>
3. **<span class="NormalTextRun SCXW91628577 BCX0">Processing</span>**<span class="NormalTextRun SCXW91628577 BCX0">**:** </span><span class="NormalTextRun SCXW91628577 BCX0">To see the progress on the bulk upload process.</span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div><span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">Below are the steps to </span><span class="NormalTextRun SCXW91628577 BCX0">create</span><span class="NormalTextRun SCXW91628577 BCX0"> work orders</span><span class="NormalTextRun SCXW91628577 BCX0"> in bulk.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/Ra6image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/Ra6image.png)

<div class="page-content" dir="auto" id="bkmrk-info%3A-provides-the-v"><div dir="auto"><div class="SCXW91628577 BCX0" id="bkmrk-info%3A-provides-the-v-1"><div class="ListContainerWrapper SCXW91628577 BCX0">1. <span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">**Info:** Provides the validation information </span><span class="NormalTextRun SCXW91628577 BCX0">required</span><span class="NormalTextRun SCXW91628577 BCX0"> to fill the template.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
2. <span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">**Download Template:** </span><span class="NormalTextRun SCXW91628577 BCX0">It's</span><span class="NormalTextRun SCXW91628577 BCX0"> a predefined </span><span class="NormalTextRun SCXW91628577 BCX0">template</span><span class="NormalTextRun SCXW91628577 BCX0"> used to key in data. Date update should match the </span><span class="NormalTextRun SCXW91628577 BCX0">validation</span> <span class="NormalTextRun SCXW91628577 BCX0">provided</span><span class="NormalTextRun SCXW91628577 BCX0"> in the Info. </span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
3. <span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">**Upload File:** To upload updated template. The file can </span><span class="NormalTextRun SCXW91628577 BCX0">drag</span><span class="NormalTextRun SCXW91628577 BCX0"> or </span><span class="NormalTextRun SCXW91628577 BCX0">upload</span><span class="NormalTextRun SCXW91628577 BCX0"> using </span><span class="NormalTextRun SCXW91628577 BCX0">the choose file </span><span class="NormalTextRun SCXW91628577 BCX0">option</span><span class="NormalTextRun SCXW91628577 BCX0">.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>
4. <span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">**Next:** To move the upload file process to pre-check step.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559685":0,"335559739":160,"335559740":279}"> </span>

</div></div></div></div>##### <span style="color: rgb(35, 111, 161);"><span class="TextRun SCXW91628577 BCX0" data-contrast="none" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0" data-ccp-parastyle="heading 2">List View:</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"134245418":true,"134245529":true,"201341983":0,"335559738":160,"335559739":80,"335559740":279}"> </span></span>

<span class="TextRun SCXW91628577 BCX0" data-contrast="auto" lang="EN-US" xml:lang="EN-US"><span class="NormalTextRun SCXW91628577 BCX0">Work orders created newly </span><span class="NormalTextRun SCXW91628577 BCX0">from new work order or bulk upload features </span><span class="NormalTextRun SCXW91628577 BCX0">will be displayed on the Work order dashboard in the List view.</span></span><span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

[![image.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/scaled-1680-/3Q1image.png)](https://kb.asseto.ai/uploads/images/gallery/2024-09/3Q1image.png)

<span class="EOP SCXW91628577 BCX0" data-ccp-props="{"201341983":0,"335559739":160,"335559740":279}"> </span>

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