Export a workorder

You can download an Excel copy of the workorder grid.

Naming Convention

To track exported workorders, they have a specific naming convention. The naming convention is standard throughout Cimpl and cannot be modified.

  • WO (workorder)
  • Workorder #_ (workorder number)
  • Provider Contact name_ (provider contact's name) - if applicable
  • Extracted date & time_ date and time (in UTC*) of the export

Note: UTC is the abbreviation for Coordinated Universal Time. It is the primary standard around which the world regulates clocks and time. It is within 1 second of solar time. Some countries may call UTC, Greenwich mean time (GMT).

Export the workorder grid

  1. Click Export at the top right of the grid.
  2. Select one of the follow export view options: 
    • Flat.
    • Collapsed - all rows is exported as they are displayed in the Collapsed view.
    • Expanded - all rows is exported as they are displayed in the Expanded view.
  3. The export is downloaded automatically.

Export a PDF of an individual workorder

Note: When exporting a workorder, please note that ALL sections of the workorder is exported to PDF.

  1. Open the workorder entry.
  2. Click Actions.
  3. Select Export to PDF.
  4. If your workorder contains more than one section (Summary), you can choose which you would like to export: one provider or more than one provider.
  5. Click Apply. The workorder PDF automatically downloads.

Note: The PDF of an exported workorder cannot be customized. All of the workorder information shows automatically.

Export workorder activity

  1. Go to Inventory > Workorder Center

  2. Open a workorder and click the Overview tile.

  3. Click the Activity tab.

  4. Click Export Activity . An Excel worksheet is created.