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Kimberly Onnen

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SettingDescription
UseResolution

Determines whether the Resolution tab is displayed when an appointment is being completed. The default value is True and cannot be changed.

ResolutionValidationLevel

The level of required information that must be entered on the Resolution tab when completing an appointment. The default value is OPTIONAL.

  • OPTIONAL – Technicians do not need to complete the information on the tab to complete the appointment.
  • WARNING – A warning is displayed to indicate that information on the tab is not complete.
  • REQUIRED – Technicians must complete the information on the tab to complete the appointment.
ResolutionNoteValidationLevel

The level of required information that must be entered for a Resolution Note is created. The default value is Optional.

  • OPTIONAL – Technicians do not need to complete the information on the tab to complete the appointment.
  • WARNING – A warning is displayed to indicate that information on the tab is not complete.
  • REQUIRED – Technicians must complete the information on the tab to complete the appointment.
UseAppointmentResolutionNote

Determines whether the Appointment Summary or Call Summary report is generated when resolution notes are entered for an appointment or service call. The default value is False.

  • If True, and resolution notes are entered for appointments, the Appointment Summary report is generated.
  • If False, and resolution notes are entered for service calls, the Call Summary report is generated.
Note

When the appointment is completed, and the device is synched, if UseAppointmentResolutionNote = false then two note entities are created. These notes are available in Signature on the service call resolution note and now added to the appointment note.


JobAppointmentAttachmentLocation

Determines where the Job Appointment Summary Report and Inspection Report attachments are stored in Signature, on the job or the cost code. The default value is Cost Code.

  • Job - Saves the reports at the job level.
  • Cost Code - Saves the reports on the cost code assigned to the job.
Note
titleIMPORTANT

With this release, we have a KNOWN ISSUE that the functionality has been swapped for these options.

  • If you want to save the reports on the cost code assigned to the job, select Job.

  • If you want to save the reports at the job level, select Cost Code.