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| Note |
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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 rquired if a second appointment is created for the service call prior to attempting to complete the first appointment. |
| Table of Contents |
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- Choose Service Calls
. - Select a service call.
- Choose More.
- Choose 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 choosing 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.
If you want to filter the task list more, you can select a Sublocation for the task list and/or Equipment.
Note If you selected a Sublocation, only the equipment available for the sublocation are listed in the drop-down. If you did not choose a specific sublocation, all the equipment assigned to the task list will display in the drop-down.
- You can select the drop-down beneath the filters to choose 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.
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