A resolution note snippet can be added to a task in Signature or when completing an appointment in MobileTech. Snippets are short sentences or phrases that describe commonly performed functions by a field technician. For example: A resolution code of PPM with a description of Performed Preventative Maintenance. This saves time and effort for field resources to document their corrective actions. You can define an unlimited number of snippets.
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A task in Signature can only have one snippet added.
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In MobileTech, multiple snippets can be combined to create a complete resolution note. When multiple snippets are selected, they are concatenated into a single resolution note and each statement is separated from the other using a semi-colon.
To create a Resolution Note Snippet:
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Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service >Resolution Note Snippets.
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In the Resolution Note Snippets window, enter a Resolution Code up to 10 alphanumeric characters.
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Enter a Description up to 255 alphanumeric charaters.
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Select Save.