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- Choose Service Calls
. - Select a service call.
- Choose More.
- Choose the Tasks tab
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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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 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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