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Viewing Task Response History
You can view historical task responses associated with the service call. The historical responses remain on the device until the next device sync. Select Collapse All to collapse all the responses to display only the appointments or you can select an appointment title to collapse the appointments individually. Alternatively, you can select Expand All to expand all collapsed appointments or select the collapsed appointment to expand.
- Select a task.
- Choose More, and then choose Task Response History.
- Select the Sync icon in the expanded Task Response History section to download the previous task responses for this service call.
- The historical task responses display, organized by appointment for the service call. Select Collapse All to collapse all the responses to display only the appointments or you can select an appointment title to collapse the appointments individually. Alternatively, you can select Expand All to expand all collapsed appointments or select the collapsed appointment to expand
Working with Subtasks
- Select a task.
- Choose More, and then choose 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, choose the Complete button. You can also reopen all the displayed Closed subtasks by choosing the Reopen icon.
- To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can choose Complete , Reopen , or More . If you choose 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.
- When you finish all the tasks for a service call, choose the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.