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If the system is set up for you to enter resolution information for appointments, you can select call resolutions and resolution note snippets for appointments. Your system administrator determines whether a call resolution should be entered for service calls or for appointments.

  1. Choose Select Appointments Image Removed
  2. Select an appointment and choose select Complete.
  3. On the Resolution

     Image Removed

     tab, enter information in these fields, as needed.

    FieldDescription

    *Appointment

    The default appointment ID. You can't change this value.

    *Service Call

    The default service call ID. You can't change this value. Select the service call to view details about the service call that is associated with the appointment.

    Completion Date

    By default, the system date is displayed, but you can select a different date for the resolution.

    Call Resolution

    Select a call resolution to describe how the appointment was resolved. You can also enter information in the Resolution Note field to include more details.

    Internal Note

    Choose Select Yes if the information should appear only on internal reports and not on reports that are available to customers. Choose Select No if the note isn't internal.

    Resolution Note

    To include additional information, enter a resolution note. You can also choose select Add Snippets to add predefined resolution note snippets. Select as many snippets as you want, in the order that you want them listed, and then choose the Add Image Removed icon.select the Add icon.

    Note

    Depending on your setup, you may be able to select a PN (Parts Needed) snippet that allows you to select an item from the Site Inventory List to add associated information for the part to the Resolution Notes section. 

    To change an existing resolution note, add the information to the top or bottom of the existing note. Blank resolution notes aren't saved. Depending on the setup, this may be a required entry.

    Note

    If the resolution note exceeds 32,000 characters when appending the note, the note will be truncated in Signature to display only the first 32,000 characters. If this truncation occurs, an email is sent that includes the text added to the note and indicates the text that has been truncated.


    Resolution History

    Displays information about the completed appointments for the service call.

    * Required field

  4. Choose Select Save Image Removed.