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- Select the task list, sublocation, and/or equipment above the tasks and choose Reopen .
- When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes .
The status of the tasks changes to the default task status.
Note If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list. - 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 Individual Tasks Documentation ReviewerTasks
Entering Task Details
- Select the task.
- Select More.
- Under Task Details, you can edit the Task Status, Completion Date and, depending on the task, enter a Text Description.
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- 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.
- 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.
- Use the Previous < and Next > buttons to work with other tasks.
- 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.
Reopening an Individual Task
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- 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.
- 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.
- Use the Previous < and Next > buttons to work with other tasks.
- 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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