How to add WO Managers on Work Orders via bulk upload
1. Click "Operations"
2. Click "Work Orders"
3. Go to filters on the top left corner to filter a list of Work Orders
4. Expand any Filter and enter filters as per your need. In this example we are showing how to filter Work Orders for a Client
5. Click the "Name" field.
6. Select a Client
7. Press the green button below to "Run Filters"
8. Press the filter icon on top to slide them out
9. Select your Work Orders in bulk
10. Click "More"
11. Click "Upload WorkOrders"
12. Select Filtered Excel Template to download and modify WO Managers
13. In your downloaded file go to Column T and enter your Team Member Email.
Note: You can add/assign one WO Manager or multiple WO Managers. To assign Multiple WO Managers make sure to put a comma "," after each email
14. Click here to upload your saved Template
15. Select your file from your Computer
16. You should see a progress bar showing the upload successful. As soon as this is complete you can click on the cross "x" on the top left corner
Note: You can't add/update WO Managers for Work Orders with Completed Trips