Page Comparison

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1. Choose Appointments, or from a service call, choose the Appointments tab.
2. Select an appointment and choose Complete. You might be prompted to complete the  Job Safety Report if a job safety evaluation is required before you complete work on an appointment.
3. In the Complete pane, choose the Call Resolution.

4. Next to SEE Workflow, choose Start Workflow. 

   Note
   The SEE Workflow field displays based on your company's setup.

   In the window pop-up in MobileTech, a message displays "Did you complete and submit the workflow?" Ignore this message at this time. This is to be completed after the XOi workflow.In the browser that displays, enter your XOi login information and complete the defined workflow.When you've completed the XOi workflow, return to MobileTech and choose Yes in the pop-up.

5. Enter information on these tabs:

   Note
   The tabs that are available depend on the MobileTech setup. Some functionality that is described for these tabs might not be available for your organization.

   • Resolution
   • Task
   • Task Materials
   • Timesheet Entry
   • Inventory
   • PO Lines
   • PO Receipts
   • Reports
   • Signatures
   • Summary
   • SEE XOi attachment

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