Available On: Lite, Starter, Professional and Business Plus
As you are working on work orders, you may have a need to delete them or even archive them and retain historical tracking, This doc will show and walk you through how to do this in your UpKeep account.
For more on how to create, edit or manage your work orders click here!
How to filter your work orders list page, click here!
WARNING! Deleting is permanent and once deleted, cannot be restored, we suggest archiving over deletion, but choice is yours.
How to Delete or Archive Work Orders
On your work orders list page you have the ability to bulk delete or individually delete or archive a work order from your account. See below for how to do both!
Delete a single work order:
Navigate to the work orders page
apply filters to locate specific work order(s)
Click in the box OR Click the 3 dots and select delete
review alert, and click delete
Work Orders page will refresh
Video Gif:
Delete Work Orders in Bulk
In UpKeep you have the ability to delete more than 1 work order at a time.
Navigate to the work orders page
apply filters to locate specific work order(s)
Click in the box Next to the word DUE
You will notice that all of your work order boxes have a blue check mark in them. NOTE!! you MUST scroll all the way down the page, to ensure ALL WORK ORDERS have a check mark in the box, see GIF below
Click Delete
review alert, click delete
GIF Video:
Archive Work Orders
If you do not want to delete and you want to retain the historical tracking, then archiving is your best option!
Navigate to the work orders page
apply filters to locate specific work order(s)
Click in the box Next to the word DUE
You will notice that all of your work order boxes have a blue check mark in them. NOTE!! you MUST scroll all the way down the page, to ensure ALL WORK ORDERS have a check mark in the box, see GIF below
Click Archive
Review Alert, click archive
GIF Video:
If you're looking to unarchive a Work Order, use the filters to find the archived Work Order and follow the same steps.