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Service call appointments are not always set to a routine schedule on a maintenance contract. However, you can generate individual service call appointments from service call tasks. Appointments also do not need to be attached to a piece of equipment.

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Assigning Tasks and Task Lists
Assigning Tasks and Task Lists
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To create a service call using tasks:

  1. Select Cards > Service Management > Service Manager and select a customer record.
  2. On the Service Manager window, select New Call.
  3. On the Service Call window, select Tasks. The Service Call Tasks window opens. If there was an equipment record selected on the Service Manager window when the call was created, a default task was automatically created. The default task holds the equipment record information. Once more tasks are added to the service call for that piece of equipment, you can delete the default task.
  4. If you are creating the service call for equipment, select an Equipment ID. An equipment ID is not necessary to assign tasks to a service call.
  5. Add tasks to the equipment. Refer to the section Assigning tasks to a service call for instructions. If necessary, you can also assign more than one piece of equipment to a service call. Refer to Assigning more than one equipment record to a service call for instructions. You can easily review all equipment and tasks included in the service call by choosing the tree view button near the Task Code field.
  6. When you have finished adding tasks to the service call, Save the window. The service appointment has been scheduled and appears on the Dispatch Board and the Technician Board.
  7. Return to the Service Call window and complete the remaining fields as usual.

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Note

When you have more than 1 equipment on a service call by means of tasking, the Equipment ID field and Task field on the service call form will be cleared and set to disabled. 

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Assigning Tasks and Task Lists
Assigning Tasks and Task Lists
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To assign more than one equipment record to a service call:

  1. From the Service Call window, use the Tasks button to open the Service Call Tasks window.
  2. From the Service Call Tasks window, use the Task List button to open the Add Task List window, where you can assign a task list to an Equipment ID. Save the window to add the task list and equipment to the service call.
  3. The Add Task List window remains open, and you can repeat this process to assign additional task lists to other equipment on the service call. Close the window when you are done.

- OR -

  1. Use the Task button to open the Service Call Task Codes window, where you can assign tasks to an Equipment ID.
  2. Select an Equipment ID, then use the System, Major, and Sub 1-4 fields to filter the task codes that you want to work with. Use the green arrow button in the Task Codes field to populate task codes in the first scrolling window. Select a task code from the scrolling window and use the Insert button to assign the task code to the equipment. Tasks that are assigned to the equipment appear in the second scrolling window. If you need to add tasks for multiple equipment records, select a new Equipment ID, and repeat the process of adding tasks for additional equipment. Close the window when you are done.
  3. On the Service Call Tasks window, you can use the tree view button next to the Task Code field to view the Task Lists and Tasks assigned to the equipment on the service call.

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