You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call. To easily go to other tasks from the Tasks tab, choose Previous or Next. Tasks that are displayed by hierarchy are listed in the order in which they were entered in Service Management.
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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 required if a second appointment is created for the service call prior to attempting to complete the first appointment. |
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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 choose Reopen, and to Complete if you choose Complete.
After you complete a task, you can close the pane, choose Next to go to the next task, or choose Previous to return to an earlier task.
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