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Book works orders in bulk

Book works orders in bulk

This guide has been reviewed against our global client base and classed as relevant to all regions

Where enabled, when viewing a list of certificates due to expire via the Property Management panel of the Organiser, the option to book the works orders in bulk for selected entries is available

This option can be used where the same contractor/supplier is being used for the works

To enable this configuration option, click here to contact Reapit Support

1. Open list of certificates due to expire

From the Organiser, Property Management panel:

  • Right-click over certificates due to expire (e.g. gas / electrical safety) and select Full Results

    The list will be displayed in full, see step 2

    Full results option.png

2. Create and enter details for works orders

From list of certificates due to expire:

  • Tick the required items to book a works order click Book <type> Safety Inspections button (top left)

    WO selected to book in bulk.png

  • Enter Works Order Details then click Next

    Enter WO details.png

  • Click Yes to create the works orders

    Confirm to create works orders.png

  • Select the required options for storing/emailing PDFs and printing works order details, click Finish

    PDF and print options.png

  • The entries just processed are displayed with a tick beside them

    WOs booked.png

3. View works orders

Works orders are automatically created for the selected properties/tenancies

From the main menu, click Lettings/Rentals:

  • Select Outstanding Works Orders

    • The newly created works orders are displayed, double-click to view

Outstanding WOs.png

For further information on works orders: https://reapit.atlassian.net/wiki/spaces/RW/pages/971767856

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