Add Multiple Default (Assets)

This tool allows users to add multiple assets to the work order. However, it only shows assets that correspond to the work order category, AND that have the work order category set as the Default WO Cat.

Example: An agency might have 100 vehicles, for 5 different departments. They could have a Fleet category for each department, and the vehicles could default to their departments category. When adding vehicles to a work order they could use this to limit the list of vehicles down to that department. That list would probably be around 20 records, instead of 100 to pick from.

How To

Add Multiple Default Assets

1. Right click in the asset grid and select the Add Multiple Default [Asset Type]. The following window will appear:

   Note: In the drop down it will display [Asset Type] will be replaced with the name of the module related to the work order category

   

2. The list will only show the assets that have the work order category set as their Default WO Cat.
3. Select the desired assets and click Select.
4. They will be added to the work order's Asset grid.