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You can view attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Additional attachment options in MobileTech that are available after you have added the attachment.
Select Service Calls. Select a service call, select More, and then select the Tasks tab.
Select a task, select More, and then select the Attachments tab.
Select an existing attachment to view or change. Go to step 4 to create a new attachment.
Select More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment if needed and then save the changes.
Select Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
Select Add.
Enter a description for the attachment.
Select the File tab, and then select the menu icon.
Select Choose Picture or Select File. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then select Open. The attachment is displayed in the Attachment pane.
Select Save. After you attach a file, the file description and type are shown on the Attachments tab for the task. The attachments also are displayed on the Inspection report.
Copy and Paste an Attachment to a Task
Although you can attach images to tasks, depending on the device that you use, you sometimes can't directly attach other types of files to tasks. However, you can copy other types of files and paste them into MobileTech to be saved as an attachment to a task.
For example, suppose you use an iOS device and your organization requires you to fill out PDF templates for tasks. After accessing the template from your email or a website or other shared location, you can open the file in a PDF editor app, enter information in the template, save and flatten the modified PDF, and then use the iOS Open in menu to copy and paste the PDF into MobileTech.
The copy and paste options may vary, depending on your device and the apps you've installed. For information about copying and pasting specific types of files, consult the documentation for the apps that you used to open those files.
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Open the document on your device. Long tap on it to display the available actions, and select to open the file in an associated program, such as a PDF editor or word processing app.
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Edit the information as needed and save your changes, flattening the document if necessary.
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Select the Share button, and then select Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."
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Open the task to attach the file. If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.
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From the menu, select Paste to paste the file into MobileTech.
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See Add Attachments for more information.
Working with Subtasks
Select a task.
Select More, and then select Subtasks.
Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
To complete all the displayed subtasks, select the Complete button. You can also reopen all the displayed Closed subtasks by selecting the Reopen icon.
To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can select Complete, Reopen, or More. If you select More, you can change the completion date, if needed. You can also change the status of the subtask.
When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks.
When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.