Assigning Equipment to a Service Call

Equipment can be assigned to a service call with the following methods.

If you are assigning: 

• A single piece of equipment to a service call, you can add the equipment directly on the service call window, or use the Find button on the Service Manager window to search for the equipment ID and then select the Create Call button. For more information, see Assigning an Equipment Record to a Service Call.
• More than one piece of equipment, you can go to the Task window from the Service Call window and add at least 1 task for each equipment ID. You can use the <Default> task if you don't know the actual task the technician needs to perform for this equipment ID. For more information, see Assigning More than One Equipment Record to a Service Call.
  

  Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to any new contract, equipment, or service call. If a task list has any task codes that are inactive, only the active task codes will be assigned.

See also: