Complete Tasks for a Service Call

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. Tasks that are displayed by hierarchy are listed in the order in which they were entered in Service Management.

1. Choose Service Calls .  
2. Select a service call, choose More. 
3. Choose the Tasks tab. 
4. 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 choosing 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.

5. If you want to filter the task list more, you can select a specific:

   • Sublocation - For the task list.

   • Equipment - 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.

6. 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.
7. You can complete a group of tasks or an individual task:

   • To complete a group of tasks, select the sublocation, equipment, or task list above the tasks and choose Complete. When a message appears to confirm the completion of all tasks under the selected entity, choose Yes. The status of the tasks changes to Complete. When you complete a task, all subtasks for the task are also completed.

   • To reopen a group of tasks, select the sublocation, equipment, or task list above the tasks and choose Reopen. When a message appears to confirm that all tasks will be reopened under the selected entity, choose 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.

   • To work with an individual task, select the task. The information that is displayed for the task depends on the filter 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 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.
8. To work with subtasks, select a task, choose More, and then choose the Subtasks tab. When you select a subtask, depending on the status of the subtask, you can choose Complete, Reopen, or More. If you choose More, you can change the completion date, if needed. You can also change the status of the subtask.
9. When you finish changing the subtask information, close the pane or use the Previous and Next buttons to work with other tasks.
10. When you finish all the tasks for a service call, choose the Save  icon. A check mark is displayed next to each task to indicate that it's completed.