# 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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