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From the main navigation, select Service Calls > select a service call and select More (OR select an appointment > Select More > select the Service Call hyperlink).
In the Service Call window, select the Tasks tab.
A list of the tasks that you're scheduled to complete for the service call is displayed. You can filter the tasks that display by selecting from the following:
All Tasks (hierarchy) – View all tasks for a service call by sublocation, then equipment, and then the task list. This is the default view.
Open Tasks (hierarchy) – View only open tasks for a service call by sublocation, then equipment, and then the task list.
All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.
Incomplete Equipment - View all equipment that have at least one open task. You can select the equipment to show a Complete Tasks action item is available to complete the open task(s).
If you want to filter the task list more, you can select the:
All Sublocations dropdown to select a
specific Sublocation.
All Equipment dropdown to select a specific Equipment.
If you selected a Sublocation, only the equipment available for the sublocation is listed in the drop-down. If you did not select a specific sublocation, all the equipment assigned to the task list will display in the drop-down.
Select the + button to the right of the equipment to open the Equipment form where you can add new equipment. Select the < button on the Equipment window to return to the Tasks form. The equipment will automatically be assigned to the service call.
You can select the drop-down beneath the filters to select to display tasks based on the Task Status by selection:
Show All - Displays all tasks, although if you have filtered to show Open Tasks at the top of the page, only the open tasks display.
Open Tasks - Displays only tasks with an Open status.
Complete Tasks - Displays only tasks with a Closed status.
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Select the task.
Select More.
Under Task Details, you can edit :
Edit the Task Status, Completion Date
Enter a text Description,
depending on the task
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You can also add or edit a text Comment up to 120 characters.
Navigate to the Equipment form by selecting the “i” icon to the right of the equipment name to modify the equipment record. Use the < icon on the Equipment form to return to the Task Details page.
IMPORTANT: If the sublocation is updated for the equipment, only the equipment’s sublocation is updated. The task sublocation is NOT updated for existing tasks (because this is a key segment). Any future created tasks will have the updated equipment sublocation.
Completing an Individual Task
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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 Add Attachments for more information.
Working with Subtasks
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