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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 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 .

Table of Contents

  1. Choose Service Calls .  
  2. Select a service call.
  3. Choose More. 
  4. Choose the Tasks tab. 
  5. 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.

  6. 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.

  7. 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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Entering Task Details

  1. Select the task.
  2. Select More.
  3. Under Task Details, , you can edit the Task Status, Completion Date and, depending on the task, enter a Text Description.

Completing an Individual Task

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  1. 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.
  2. 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.
  3. When you finish all the tasks for a service call, choose the Save  icon. A check mark is displayed next to each task to indicate that it's completed.

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Working with

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Subtasks

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  1. Select a task.
  2. Choose More, and then choose Subtasks . 
  3. Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
  4. To complete all the displayed subtasks, choose the Complete button. You can also reopen all the displayed Closed subtasks by choosing the Reopen button.
  5. 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.
  6. When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks.
  7. When you finish all the tasks for a service call, choose the Save  Image Removed icon. A check mark is displayed next to each task to indicate that it's completed.

Working with an Individual Subtask

To work with an individual subtask:

  1. Select a task.
  2. Choose More, and then choose Subtasks . 
  3. Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
  4. 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.
  5. When you finish changing the subtask information, close the pane or use the Previous < and  Next >  buttons to work with other tasks.
  6. When you finish all the tasks for a service call, choose the Save   icon. A check mark is displayed next to each task to indicate that it's completed.