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Resolution Settings
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Resolution Settings

Owned by Documentation Reviewer
Oct 28, 2020

These settings apply only to service appointments.

SettingDescription
UseResolution

Determines whether the Resolution tab is displayed when an appointment is being completed. The default value is True and cannot be changed.

ResolutionValidationLevel

The level of required information that must be entered on the Resolution tab when completing an appointment. The default value is OPTIONAL.

  • OPTIONAL – Technicians do not need to complete the information on the tab to complete the appointment.
  • WARNING – A warning is displayed to indicate that information on the tab is not complete.
  • REQUIRED – Technicians must complete the information on the tab to complete the appointment.
ResolutionNoteValidationLevel

The level of required information that must be entered for a Resolution Note is created. The default value is Optional.

  • OPTIONAL – Technicians do not need to complete the information on the tab to complete the appointment.
  • WARNING – A warning is displayed to indicate that information on the tab is not complete.
  • REQUIRED – Technicians must complete the information on the tab to complete the appointment.
UseAppointmentResolutionNoteDetermines whether the Appointment Summary or Call Summary report is generated when resolution notes are entered for an appointment or service call. If True, and resolution notes are entered for appointments, the Appointment Summary report is generated. If False, and resolution notes are entered for service calls, the Call Summary report is generated. The default value is False.