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When you create a service call, Service Management verifies the skill level required to perform the tasks assigned with the call and checks for overlapping appointments. You can select how to create appointments: manually, automatically generated through tasks or a combination of both methods. For more information on automatically generating maintenance contract computer-generated (MCC) service calls based on assigned tasks, refer to Creating service calls using tasksto About MCC Calls.
Service call information such as the problem type, service location, and priority can be entered when you create a service call. When a service call has been completed, you can update the call record to include a description of the work performed, the equipment worked on, the date completed, etc. The service call database retains complete information about the call even after it has been completed.
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If the default salesperson on the customer location has been marked inactive, when creating a new contract or service call, the Salesperson ID field will be blank. An inactive salesperson cannot be added to a new contract or service call. |
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See also:
| Child pages (Children Display) |
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