Assign/Unassign Equipment on a Service Call

Assigning Equipment to a Service Call

Your company settings may require you to assign a piece of equipment during appointment completion manually.

Depending on your company’s settings, if the equipment assigned has a task list assigned to the equipment type, that task list will default to the service call instead of the DEFAULT task. See Task Settings for three separate settings, one to allow the tasks for MCC call types, MC call types, and for non-MCC (and MC) call types. These settings default to False.

Additional information:

• The DEFAULT task will be created if the equipment type is NOT populated.

• If the equipment type is populated:

  • If the equipment type has a gptasklistid, and the task list has records in the master tables, the related tasks, subtasks, and responses will be created instead of the DEFAULT task.

  • If the equipment type does not have a gptasklistid, the DEFAULT task will be created.

• If you do not sync after assigning the equipment to the service call, the user can unassign the equipment, and all related tasks, task responses, and sub-tasks are deleted.

• The default task status assigned to any created task will be from the setup option DefaultTaskStatus.

To assign equipment to a service call:

1. Select Service Calls. 

2. Select the service call, and select More.

3. Select the Equipment tab. Equipment that is already assigned to the selected service call is displayed.

4. At the top of the pane, select the View Unassigned filter to view equipment that is at the customer location, but isn't assigned to the service call. This filter lets you switch between assigned and unassigned equipment.

5. Select an equipment record and select Assign to Service Call. 

Unassigning Equipment From a Service Call

For equipment you have manually assigned to a service call, you can unassign the equipment provided you have not synchronized your device.  

To unassign equipment from a service call:

1. Select Service Calls. 

2. Select the service call, and select More.

3. Select the Equipment tab. Equipment that is already assigned to the selected service call is displayed.

4. Select the equipment and then select Unassign. If the Unassign option is not available for selection, your equipment has already been synchronized to the back office thus it will have to be removed from the service call in Service Management.