Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  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.

Working with Subtasks

  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  CompleteReopen, 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   icon. A check mark is displayed next to each task to indicate that it's completed.