Repeat Work Order on Desktop
1. Open Work Order on Desktop
To repeat a work order on multiple days, open your work order.
2. "Repeat W.O." button on Desktop
Find and click on the "Repeat WO" button.
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3. Specify Date Range on Desktop
On the screen that opens, first specify your date range.
The start date will be the same day as the open work order, and the end date is the last day you would repeat the Work Order.
4. Check and Uncheck Days On Desktop
After selecting your date range, all days within that range will appear in the grid.
Check and uncheck days to achieve your ideal schedule.
5. Schedule Conflict On Desktop
Days that the tech is not available to work or has already been scheduled for a different job will uncheck automatically, with an explanation of the reason in the notes field.
6. Scheduling Alternate Techs on Desktop
To pick a new technician for a day, click the Ellipsis next to the technician's name.
Pick out your new technician and click select.
CenPoint will offer to change all future work orders to the new tech.
7. Bulk Unselect Days on Desktop
To bulk uncheck days of the week, use the checkboxes to the left.
Any day checked here will automatically uncheck all of that same day in the grid.
8. Select All/None days on Desktop
To bulk check or uncheck all days, click the All or None buttons.
9. Fine Tune Selection of Days on Desktop
Manually uncheck days you do not want the Work Order to repeat on.
10. Finish Repeating Work Order on Desktop
Click okay, and you will be taken back to the original work order.
All of the repeating work orders will be created when you click the okay button on the ORIGINAL work order.
Repeat Work Order on Portal
1. Open Work Order on Portal
To repeat a work order on multiple days, open your work order.
2. "Repeat W.O. Button" on Portal
Find and click on the "Repeat W.O." button at the bottom of the Work Order
3. Specify Date Range on Portal
On the screen that opens, first specify your date range.
The start date will be the same day as the open work order, and the end date is the last day you would repeat the Work Order.
4. Check and Uncheck Days on Portal
After selecting your date range, all days within that range will appear in the grid.
Check and uncheck days to achieve your ideal schedule.
5. Schedule Conflict on Portal
Days that the tech is not available to work or has already been scheduled for a different job will uncheck automatically, with an explanation of the reason in the notes field.
6. Scheduling Alternate Techs on Portal
To pick a new technician for a day, click on the technician's name to view a dropdown of other Techs and then click on the tech's name you want to select them.
If the technician you want isn't shown in the dropdown, click the Ellipsis next to the technician's name and click on "Select a tech not in the list"
pick out your new technician, and click OK.
Upon selection of a new tech, CenPoint will offer to change all future work orders to the new tech.
7. Bulk Unselect Days on Portal
To bulk uncheck days of the week, use the checkboxes up top.
Any day checked here will automatically uncheck all of that same day in the "Select Days to Repeat W.O. table
8. Select All/None days on Portal
To bulk check or uncheck all days, click the All or None buttons
9. Fine Tune Selection of Days on Portal
Manually uncheck days you do not want the Work Order to repeat on.
10. Finish Repeating Work Order on Portal
Click okay, and you will be taken back to the original work order.
This notice will appear.
Notice that on the button "Repeat W.O." it now shows you how many work orders will be created when you click OK.
