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  1. In the Copy Task List window, complete the following fields, as necessary.
    • Source
      Select Task List ID, Contract Task List ID, Service Call Task List ID, or Quote Task List ID for the source task list.
    • Customer ID, Location ID, Contract Number / Service Call ID / Quote Number, Equipment ID:
      The Location ID and Equipment ID default from the records you select.
      • If the source is a contract task list, select a Customer ID and Contract Number.
      • If the source is a service call task list, select a Service Call ID. It is not necessary to select a Customer ID first unless you want to filter the service calls in the lookup data.
      • If the source is a quote task list, select a Customer ID and Quote Number.
    • Task List ID / Contract Task List ID / Service Call Task List ID / Quote Task List ID
      Select the source task list that you are copying, depending on which source type you have selected.
    • Protected List
      This checkbox pertains to the task list you chose and is display-only on this window.
    • New
      The type of task list you are creating. This will default as the type of list you are copying, but it can be changed.
    • Customer ID, Location ID, Contract Number
      Enter customer, location, and service call information defaults for the new task list.
    • Equipment ID, Contract Task List ID, Description, Task List Type
      Complete these fields for the new task list.
    • Start Task Schedule based on first available service date
      Mark this checkbox if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. For instance, if the tasks are to be performed every Monday, but the soonest available appointment is a Wednesday, marking this box will cause the first appointment to be scheduled on Wednesday. Appointments will then be scheduled on Mondays from that point on. This is useful if the customer needs an initial inspection or service right away as part of their contract.
    • Control Frequency and Schedule
      Select whether to control the frequency and schedule of the tasks assigned to this list.

    • Frequency, Schedule
      If you mark the Control Frequency and Schedule checkbox, enter a frequency and schedule. 

      Note

      To keep the existing task schedule of the source task list when copying within the same contract and contract period, leave this checkbox empty.

  2. Select Copy.