Process Flow for the Draft Update Mode

When you work with draft update mode for work order mass updates, you search for and select the work orders to process, and enter values to use to update the selected records. Note that you might need to select, deselect, modify, correct, and reset records multiple times before you arrive at the final set of records to update in final mode. You use the draft report and the values in the Errors/Warnings Issued field in the grid to identify records that you might need to deselect because of errors or warnings.

To work with the draft update process:

1. Generate the data set of work order records to process using the Search for Work Orders program. You:

   1. Enter values in the fields on the Search for Work Orders form, and then click Find to populate the grid with the records that match your search criteria.

   2. Select the records to process and then click the Work Order Mass Update button to access the Work Order Mass Update form and populate the grid on the form with the selected records.

2. On the Work Order Mass Update form, enter the values in the fields that you want to update or review and verify the values populated by an assigned template, then click the Draft Update button.

   When you click the Draft Update button, the system updates the records in the work table to indicate if an error or warning occured, sends that information to the work center, and generates a report.

3. Review the draft updates and make any needed changes:

   • Click the Display Draft Exceptions button to populate the Errors/Warnings Issued field in the grid for the work orders for which errors and warning messages are generated.

   • Click the Reset button to:

     • Refresh the fields on the tabs to the values that you entered or that were applied from a template.

     • Clear the Errors/Warnings Issued field in the grid.

4. Click the Draft Update button after your changes to review the proposed updates.