Versions Compared

Version Old Version 4 New Version Current
Changes made by

Documentation Reviewer

Kimberly Onnen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Easy Find and Replace: {"id":"d3ee58c7-0780-4c6b-bb85-d8accc7047e2","find":"/hamburger menu/i","replace":"menu","search-type":"case-insensitive","replace-title":false}

You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call. To easily go to other tasks from the Tasks tab, choose Previous or Next. 

Note

Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. Additionally, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task.

...

You can choose Task Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create Inventory Transactions for Task Materials .

Beginning with MobileTech 8.0, 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.

Table of Contents

To complete tasks for a service call:

  1. From the main navigation, choose Service Calls Image Added > select a service call and select More (OR select an appointment > Select More > choose the Service Call hyperlink).
  2. In the Service Call window, choose the Tasks Image Addedtab. 
  3. A list of the tasks that you're scheduled to complete for the service call is displayed. At the top of the pane, you You can filter service call tasks to view and select information in the following formats. Tasks that are displayed by hierarchy are listed in the order in which they were entered in Service Management.All Open the tasks that display by choosing from the following:
    • All Tasks (hierarchy) – View
      • only open
    • all tasks for a service call by sublocation, then equipment, and then the task list.
      • All
    • This is the default view.
    • Open Tasks (hierarchy) – View
      • all
    • only open tasks for a service call by sublocation, then equipment, and then the task list.
      • This is the default view.
    • All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.
    NoteDepending on the MobileTech setup, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can choose Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create Inventory Transactions for Task Materials.

  4. If you want to filter the task list more, you can select a Sublocation for the task list and/or Equipment. 

    Note

    If you selected a Sublocation, only the equipment available for the sublocation are listed in the drop-down. If you did not choose a specific sublocation, all the equipment assigned to the task list will display in the drop-down.

  5. You can select the drop-down beneath the filters to choose to display tasks based on the Task Status by selection:
    • Show All - Displays all tasks, although if you have filtered to show Open Tasks at the top of the page, only the open tasks display.
    • Open Tasks - Displays only tasks with an Open status.
    • Complete Tasks - Displays only tasks with a Closed status.

Working with Tasks

You can complete a group of tasks or an individual task

...

.

Working with a Group of Tasks

Completing a Group of Tasks

To complete a group of tasks

...

:

  1. Select the task list, sublocation, equipment, or task list and/or equipment above the tasks and choose Complete. 
  2. When a message appears to confirm the completion of all tasks under the selected entity, choose Yes. 
  3. The status of the tasks changes to Complete.  NoteWhen you complete a task, all subtasks for the task are also completed.

Reopening a Group of Tasks

To reopen a group of tasks

...

:

  1. Select the task list, sublocation, equipment, or task list and/or equipment above the tasks and choose choose Reopen .
  2. When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes . 

  3. The status of the tasks changes to the default task status. 

    Note
    If you previously
    chose 
    choseMore
     to
    to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list.
    To work with an individual task, select the task. The
  4. When you finish all the tasks for a service call, choose the Save Image Added icon. A checkmark is displayed next to each task to indicate that it's completed.

Working with Individual Tasks

Entering Task Details

  1. Select the task.
  2. Select More.
  3. Under Task Details, you can edit the Task Status, Completion Date and, depending on the task, enter a Text Description.

Completing an Individual Task

To compete an individual task:

  1. Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filter filters that you selected in step 1. If you're viewing all tasks with hierarchy information displayed, you can select the task under Sublocation, Equipment, or Task List.If you select an individual task from the list of tasks, depending .
  2. Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
  3. Use the Previous < and Next > buttons to work with other tasks.
  4. When you finish all the tasks for a service call, choose the Save Image Added icon. A checkmark is displayed next to each task to indicate that it's completed. 

Reopening an Individual Task

Depending on the status of the task, you can reopen the task, complete it, or choose 

...

More to update information for the task, such as the status or completion date. The status of the task changes to the default task status if you

...

choose Reopen, and to 

...

Complete if you

...

choose Complete.

After you complete a task, you can close the pane,

...

choose Next

...

 to go to the next task, or

...

choose Previous to return to an earlier task.

  1. To work with subtasks, select a task, choose Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
  2. Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
  3. Use the Previous < and Next > buttons to work with other tasks.
  4. When you finish all the tasks for a service call, choose the Save Image Added icon. A checkmark is displayed next to each task to indicate that it's completed.

Working with Subtasks

  1. Select a task.
  2. Choose More , and then choose the Subtasks tab. When you select a subtask, . 
  3. Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
  4. To complete all the displayed subtasks, choose the Complete button. You can also reopen all the displayed Closed subtasks by choosing the Reopen button.
  5. To complete an individual subtask, select a subtask and depending on the status of the subtask, you can choose choose Complete ,  Reopen , or or More . If you choose choose More , you can change the completion date, if needed. You can also change the status of the subtask.
  6. When you finish changing the subtask information, close the pane or use the Previous and  < and Next buttons > buttons to work with other tasks.
  7. When you finish all the tasks for a service call, choose the Save   icon. A check mark checkmark is displayed next to each task to indicate that it's completed.