...
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.
Working
...
With a Group of Tasks
Completing a Group of Tasks
...