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Depending on the setup, a job safety audit might be required before you can complete a service appointment. |
For more information, see these sections:
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The job safety audit process begins when the status of an appointment matches the job safety starting status that was defined during setup. For example, if the starting status is DISPATCHED, job safety tasks are available for you to complete when the appointment status is DISPATCHED .
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- Choose Appointments
. - Select an appointment and choose More.
- Change the status of the appointment, if necessary.
- Select the designated job safety start status and choose the Job Safety Tasks tab
tab to view job safety tasks.
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- tasks
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- Choose Appointments .
- Select an appointment, choose More.
- Choose the Job Safety Tasks tab.
- Select a task.
- Complete the task by entering a response, as required.
- Choose Next to go to the next task or choose the Save
icon to return to the task list.
- Continue completing job safety tasks until you finish all of them.