...
- 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 specific:
Sublocation - For the task list.
Equipment - 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.
...