...
| Note |
|---|
Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. Additionally, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can choose Task Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create Inventory Transactions for Task Materials . Beginning with MobileTech 8.0, a service call can remain open with Task Completion set to required if a second appointment is created for the service call prior to attempting to complete the first appointment. |
...
- Select the task list, sublocation, and/or equipment above the tasks and choose Reopen .
- When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes .
The status of the tasks changes to the default task status.
Note 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, choose the Save
icon. A checkmark is displayed next to each task to indicate that it's completed.
...
- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, choose the Save icon. A checkmark is displayed next to each task to indicate that it's completed.
...
Depending on the status of the task, you can reopen the task, complete it, or choose More to update information for the task, such as the status or completion date. The status of the task changes to the default task status if you choose Reopen , and to Complete if you choose Complete.
...
- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, choose the Save icon. A checkmark is displayed next to each task to indicate that it's completed.
...
- 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 button.
- 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 Save icon. A checkmark is displayed next to each task to indicate that it's completed.