- Click the Work Orders tab and navigate to the Actions feature to the right of the page. Click the Actions button then click import work orders from the drop down.
2. Upload work order files from your device then click Import Work Orders at the bottom of the page to finish.
Guidelines for Bulk Import
The asterisk (*) indicates required fields
|
Field Name |
Explanation |
What’s Allowed |
Example |
|---|---|---|---|
| *Property Name | Name of the property the Work Order is located | You must specify your property name as it appears in Prism. | 123 Prism St |
| *Company Name | The company the Work Order is for | You must specify the company name as it appears on Prism, otherwise an error will be thrown | Building Engines |
| *Status | Status of the Work Order |
Must be an existing status on Prism, please see list
|
New |
| Assigned To | The Work Order's assignee | You must specify an existing user's name as it appears on Prism | John Doe |
| Organization Assignee | |||
| *Issue Type Category | The issue type category of the Work Order |
Must match an existing category
|
After Hours |
| *Issue Type | The issue type the Work Order is for | Must match an existing issue type | Access Card |
| *Floor | The floor the Work Order is for | Must match an existing floor on the property chosen | 11 |
| *Details | Details of the Work Order | Please provide access cards for engineer John Doe | |
| *Requested For Email | The email of the user who requested the Work Order | Must match the email of an existing user on prism |
johndoe@ buildingengines.com |
| *Created By Email | The email of the user who created the Work Order | Must match the email of an existing user on prism |
janedoe@ buildingengines.com |
| External Key | |||
| Internal ID | |||
| Created Date/Time | The date/time the Work Order was created | ||
| Acknowledged Date/Time | The date/time the Work Order was acknowledged | ||
| Arrived Date/Time | The date/time the assignee arrived for the Work Order | ||
| Completed Date/Time | The date/time the Work Order was completed | ||
| Closed Date/Time | The date/time the Work Order was closed | ||
| Assigned Date/Time | The date/time the Work Order was assigned | ||
| Suite | The suite the Work Order is located at | Must be an existing suite in the floor/property chosen | Suite 110 |
| Specific location | The specific location the Work Order is located | Trash Can behind the front door | |
| Priority | The priority of the Work Order |
You can choose from
|
Low |
| Satisfaction Rating | The satisfaction rating of the Work order | ||
| Satisfaction Comment | |||
| File URL | |||
| Frequency |