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| Note |
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Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. Additionally, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can select Task Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create a Task Materials Inventory Transaction. Beginning with MobileTech 8.0, a service call can remain open with Task Completion set to required if a second appointment is created for the service call before attempting to complete the first appointment. |
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Completing Service Call Tasks
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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.
If you want to filter the task list more, you can select a Sublocation for the task list and/or Equipment.
Note 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.
- 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 list, sublocation, and/or equipment above the tasks and select the Reopen icon.
- When a message appears to confirm that all tasks will be reopened under the selected entity, select Yes.
The status of the tasks changes to the default task status.
Note If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list.
- 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.
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For an MCC (maintenance contract computer-generated) call, you can view the notes that were added in Signature to a task.
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Select More, and then select Task Note.
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Task Note only displays if the MCC service call task has a note attached. If the task does not have a note, then Task Note is not available to select. |
- Select a task.
Select More, and then select Task Note.
- The note added to the task in Signature displays as read-only.
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- Select a task.
- Select More, and then select Task Response History.
Select the Sync icon in the expanded Task Response History section to download the task responses for historical service calls on the contract.
Note The synchronization requires internet connectivity.
- The historical task responses display, organized by service call.
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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.
- Edit the information as needed and save your changes, flattening the document if necessary.
- 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."
Open the task to attach the file.
Note If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.
- From the menu, select Paste to paste the file into MobileTech.
- Name the document and select the Save icon. The file will be synced as an attachment to the task.
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