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- Service Call Task Codes
Select Cards > Service Management > Service Manager. Select a customer and select New Call. On the Service Call window, use the Tasks button to open the Service Call Tasks window. - Contract Task Maintenance
Select Cards > Service Management > Service Manager. Select a customer and select Contract. Select a contract and select Coverage. On the Contract Coverage window, use the Tasks button to open the Contract Task Maintenance window. - Quote Task Maintenance
If you are using the Maintenance Contract Quote module, select Cards > Service Management > Service Manager. Select a customer and select Quote. Select a quote and select Coverage. In the Quote Coverage window, use the Tasks button to open the Quote Task Maintenance window. For more information on adding tasks to maintenance quotes, see the section Generating a maintenance contract quote.
Adding and Deleting Subtasks
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From a Task Code
Subtasks are a quick way to further define and break down a task. In the example below, "Check and Test all Safety Devices" is a task with three subtasks. The subtasks represent the various smaller steps that make up this task. The task and its subtasks will print on a report for the technician to bring to his appointment.
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- To add materials to the subtask, highlight the Subtask ID and select Task Material. Follow the steps for Assigning Materials to a Task.
- To change the display order of the subtasks in the Subtasks window, select a task and use the arrow buttons to move it up or down. When you have finished adding and editing subtasks, close the Sub tasks window. To save the changes, select Save on the Task Code Setup window.
Deleting a Subtask
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From a Task Code
- On the Task Code Setup window, select the task code from which you are deleting a subtask.
- Select Subtasks.
- Highlight the subtask that you wish to delete, then select Delete. The subtask is removed from the list on the Subtasks window.
- When you have finished removing subtasks from this list, close the window. To save the changes, select Save on the Task Code Setup window.