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Depending on your company’s settings, if the equipment assigned has a task list assigned to the equipment type, that task list will default to the service call instead of the DEFAULT task. See Task Settings for two three separate settings, one to allow the tasks for MCC call types, MC call types, and for non-MCC (and MC) call types. These settings default to False.

Additional information:

  • The DEFAULT task will be created if the equipment type is NOT populated.

  • If the equipment type is populated:

    • If the equipment type has a gptasklistid, and the task list has records in the master tables, the related tasks, subtasks, and responses will be created instead of the DEFAULT task.

    • If the equipment type does not have a gptasklistid, the DEFAULT task will be created.

  • If you do not sync after assigning the equipment to the service call, the user can unassign the equipment, and all related tasks, task responses, and sub-tasks are deleted.

  • The default task status assigned to any created task will be from the setup option DefaultTaskStatus.

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