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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. 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.
Working
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With Individual Tasks
Entering Task Details
Select the task.
Select More.
Under Task Details, you can:
Edit the Task Status, Completion Date
Enter a text Description, depending on the task.
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.
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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 Working With Attachments for more information.
Working
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With Subtasks
Select a task.
Select More, and then select Subtasks.
Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
To complete all the displayed subtasks, select the Complete button. You can also reopen all the displayed Closed subtasks by selecting the Reopen icon.
To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can select Complete, Reopen, or More. If you select More, you can change the completion date, if needed. You can also change the status of the subtask.
When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks. If you select the X to close the form and you have unsaved changes on the form, you will be prompted to Save and Close, Discard Changes, or Continue Editing.
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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