Setting Up Resolution Note Snippets

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. 

• A task in Signature can only have one snippet added.
• 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:

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service >Resolution Note Snippets.
2. In the Resolution Note Snippets window, enter a Resolution Code up to 10 alphanumeric characters.
3. Enter a Description up to 255 alphanumeric characters. Use the Enter key to add multiple lines, if needed.
4. Select Save.