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From the main navigation, select Service Calls > select a service call and select More (OR select an appointment > Select More > select the Service Call hyperlink).
In the Service Call window, select the Tasks tab.
A list of the tasks that you're scheduled to complete for the service call is displayed. You can filter the tasks that display by selecting from the following:
All Tasks (hierarchy) – View all tasks for a service call by sublocation, then equipment, and then the task list. This is the default view.
Open Tasks (hierarchy) – View only open tasks for a service call by sublocation, then equipment, and then the task list.
All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.
Incomplete Equipment - View all equipment that have at least one open task. You can select the equipment to show a Complete Tasks action item is available to complete the open task(s).
If you want to filter the task list more, you can select the:
All Sublocations dropdown to select a
specific Sublocation.
All Equipment dropdown to select a specific Equipment.
If you selected a Sublocation, only the equipment available for the sublocation is listed in the drop-down. If you did not select a specific sublocation, all the equipment assigned to the task list will display in the drop-down.
Select the + button to the right of the equipment to open the Equipment form where you can add new equipment. Select the < button on the Equipment window to return to the Tasks form. The equipment will automatically be assigned to the service call.
You can select the drop-down beneath the filters to select 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
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With a Group of Tasks
Completing a Group of Tasks
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Select the task list, sublocation, and/or equipment above the tasks and select the Reopen icon.
When a message appears to confirm that all tasks will be reopened under the selected entity, select Yes.
The status of the tasks changes to the default task status. If you previously chose More 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.
When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
Working
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With Individual Tasks
Entering Task Details
Select the task.
Select More.
Under Task Details, you can edit :
Edit the Task Status, Completion Date
Enter a text Description,
depending on the task
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You can also add or edit a text Comment up to 120 characters.
Navigate to the Equipment form by selecting the “i” icon to the right of the equipment name to modify the equipment record. Use
the < icon on the Equipment form to return to the Task Details page.
IMPORTANT: If the sublocation is updated for the equipment, only the equipment’s sublocation is updated. The task sublocation is NOT updated for existing tasks (because this is a key segment). Any future created tasks will have the updated equipment sublocation.
Completing an Individual Task
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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.
Select an individual task from the list of tasks, select Complete or select More to update information for the task, such as the status or completion date.
Use the Previous < and Next > buttons to work with other tasks. If you select the X to close the form and there are you have unsaved changes on the form, you will be prompted to Save and Close, Discard Changes, or Continue Editing.
When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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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.
Select an individual task from the list of tasks, select Complete or select More to update information for the task, such as the status or completion date.
Use the Previous < and Next > buttons to work with other tasks. If you select the X to close the form and there are you have unsaved changes on the form, you will be prompted to Save and Close, Discard Changes, or Continue Editing.
When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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You can view attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Add Working With Attachments for more information.
Working
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With Subtasks
Select a task.
Select More, and then select Subtasks.
Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
To complete all the displayed subtasks, select the Complete button. You can also reopen all the displayed Closed subtasks by selecting the Reopen icon.
To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can select Complete, Reopen, or More. If you select More, you can change the completion date, if needed. You can also change the status of the subtask.
When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks. If you select the X to close the form and you have unsaved changes on the form, you will be prompted to Save and Close, Discard Changes, or Continue Editing.
When you finish all the tasks for a service call, select the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.
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