Bulk actions

The Bulk Actions page applies one action to a list of work orders or finance jobs. It works through the list one record at a time and shows each result as it goes.

To open it, select Operations > Bulk Operations > Bulk Actions for work orders, or Finance > Bulk Actions for finance jobs.

Run an action

1. Select the Work Orders or Finance Jobs tab.
2. For finance jobs, choose the Company.
3. Paste the IDs in Work Order ID List or Job ID List, separated by commas, semicolons, tabs, spaces or new lines. The page shows how many IDs it recognized, and which entries it ignored.
4. Choose the Action.
5. For Cancel, choose the Cancellation Reason.
6. Enter the Reason Details, at least 3 characters.
7. Select Start, then confirm.

You can run up to 4,999 records at a time, or 99 for Reset. Actions your role does not allow are shown as (not permitted).

To stop, select Stop: TrakIT finishes the current record and stops. Records already done stay done.

The results

The counters show the Total, Done, Success and Failed records and the time taken. The table lists each record with its ID (select it to open the record), its Reference, the Result with its message, and its Status after the action.

• Copy Results copies the table, to paste into Excel.
• Clear Results empties it.

Each record is checked against your own permissions and access: a record you cannot see is reported as failed and not changed.

Work Orders tab

Use work order IDs.

Action	What it does
Close	Closes active and abandoned work orders. A work order with warehouse items that are not committed cannot be closed.
Cancel	Cancels active and abandoned work orders, with the cancellation reason. A work order with committed items cannot be cancelled.
Re-Open	Re-opens closed and cancelled work orders. A work order whose container is in use in another active work order of the workflow cannot be re-opened.
Reset	Resets the work orders, keeping the values already entered.
Delete	Deletes the work orders, and a job when its last work order is deleted. System administrators only.

Finance Jobs tab

Use job IDs: the number in the job’s finance page address, not the job reference. Each action changes the job’s finance status for the selected company.

Action	What it does
Cancel Job	Cancels jobs that are in draft or waiting for approval.
Close Job	Closes approved jobs, and jobs whose closing was requested. A job with unapproved invoices or bills that are not validated cannot be closed.
Re-Open	Re-opens closed and cancelled jobs.

Options for system administrators

• Bypass Custom Validations skips the checks your company has added to these actions.
• Force Close, for Close Job, skips the check on unapproved invoices and bills that are not validated.

Who can use this page

Your role needs Read in the Work Orders section for the work orders tab, or Read in the Job Finance section for the finance jobs tab. Each action also needs its permission:

Action	Section	Permission
Close, Cancel	Work Orders	Close/Cancel
Re-Open (work orders)	Work Orders	Re-open
Reset	Work Orders	Reset
Cancel Job	Job Finance	Cancel Job
Close Job	Job Finance	Close Job
Re-Open (finance jobs)	Job Finance	Re-open Job