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Note
  • If a task response is marked as required in Service Management, the task cannot be completed until the response is entered, regardless of the TaskValidationLevel setting.
  • A service call can remain open with Task Completion set to Required if a second appointment is created for the service call prior to attempting to complete the first appointment.

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  • OPTIONAL – Appointments can be completed regardless of the status of the appointment tasks. When completing the task, a check is performed for required task responses. Required responses must have a value.
  • WARNING – A warning is displayed if appointment tasks are set to the default task status that is specified in the DefaultTaskStatus setting.
  • REQUIRED – An appointment cannot be completed until all tasks have a status other than the default task status, as defined in the DefaultTaskStatus setting.
SettingDescription
DefaultTaskStatusThe default task status that is used when a task is received on a mobile device. The default setting is based on the task status that is set up in Service Management. This value does not apply to the tasks that are displayed when you view tasks by selecting the All Open Tasks (hierarchy) view in the Tasks pane. This value cannot be changed.
DefaultTaskCompletionStatusThe default status that is used when completing a task on the client device.
TaskValidationLevel

The level of requirement for completing tasks before completing an appointment. The default value is WARNING.

note

Regardless of the TaskValidationLevel, a value must be entered for all task responses that are set up as required in Signature.

HideTaskEstimateHours

Determines whether estimated hours for a task are hidden on the client device. If True, estimated hours are hidden (they are not displayed on the client device). The default value is False.

ShowTasksForAppointments

Determines whether tasks that are associated with an appointment are shown with the Appointment pane when a service call appointment is completed. The default value is False.

UseTaskMaterials

Determines whether task materials

(replacement parts)

are displayed for tasks and task hierarchies for service calls. The default value

is False

is False.

For information on using task materials in MobileTech, see Create a Task Materials Inventory Transaction. Materials are assigned to a task in Signature. See Assigning Materials to a Task.

Note

If UseTaskMaterials is true, then UseReplacementParts in the Equipment Settings section must be false.