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servicemanagement_assigning_task_4569 servicemanagement_assigning_task_4569

Tasks and task lists can be assigned to service calls, maintenance contracts, and equipment. Assigning tasks to equipment on a maintenance contract will help insure ensure that maintenance tasks are completed routinely for the equipment. Assigning tasks to an individual record will add tasks to the call in addition to any inherently attached to the equipment.

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1. In the Service Call Tasks window, select Task. Use the task code lookup in the Service Call Task Codes window to select an existing task code. Insert it and close the Service Call Tasks Codes window. The task, its subtasks, and any attached information will populate the Service Call Tasks window.
2. Complete the information in the Service Call Tasks window for each new task.
   • Hours
     The total estimated labor hours entered for the task in the Task Codes window display. If you edit this amount, only the total estimated labor hours are affected, not the estimated labor hours in labor categories 1 through 5.
   • Skill Level
     The skill level entered for the task in the Task Code Setup window displays. You can enter a new skill level or use the lookup to select one.
   • Equipment ID
     Enter the piece of equipment being serviced by the task. One piece of equipment can be assigned to a task. If a task is to be performed on more than one piece of equipment, the task must be entered once for each piece of equipment. You can zoom on the Equipment ID field to open the Equipment lookup window.
   • Sublocation ID
     Enter the location within the building where the task is to be completed. A location can be selected using the lookup if you marked the option Use Validation for Sublocations in the Service Options window. The lookup is disabled if the option is not marked.
   • Trouble Code, Resolution Code
     Enter a trouble code and resolution code. Trouble codes provide another way of tracking types of service problems. Code numbers track what the problem was and how it was corrected. Tracking trouble codes can help determine how often you service a customer for the same problem, perhaps indicating the need for a maintenance contract agreement.
   • Task Status
     The status selected for the Default Task Status in the Service Options window will default here. If you did not select a default task status, you receive a message instructing you to do so when you attempt to open the Service Call Tasks window. Override the default by choosing a different status from the lookup window. For more information, see Setting up the Default Task Status. You can use the Complete All button to change the status of all tasks to Complete.
   • Completion Date
     The task's completion date will be set to the current system date and can be changed.
   • Comment
     Enter a note up to 120-characters long.
   • Originating Task Response
     If the service call was automatically created from a Repair task response, the task responses detail from the original call display in this field. For example, if there is a two-foot tear in the upper left side of the trailer that needs to be repaired and billed to the customer, this field may display "2.2.1, Description: Left Side Damage Detail, Repair: Yes, Bill: Yes, Damage Type: Tear, Repair Method: Patch, Position: Upper/Left, Length: 2.00, Reference: 1, More: Yes."  For information on creating a Repair task response, see Assigning Responses and Response Types to a Task.
   • Task Response
     Task responses will usually be entered after the appointment to track detailed results for each task on a service call. To enter responses for each task, use the browse buttons to browse through each record in the scrolling window.
3. When you have finished adding tasks, Save the window. The service call appointment can now be scheduled. For more information, see Creating service calls using tasks.

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Note
Service level agreements aren't used with MCC calls. That is, while a maintenance contract could have a service level agreement associated with it, response times aren't calculated for MCC calls since maintenance calls are considered preventive and not time-sensitive.

Creating and scheduling MCC calls

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