Task Settings

DefaultTaskStatus

The default task status that is used when a task is received on a mobile device. The default setting is based on the task status that is set up in Service Management. This value does not apply to the tasks that are displayed when you view tasks by selecting the All Open Tasks (hierarchy) view in the Tasks pane. This value cannot be changed.

DefaultTaskCompletionStatus

The default status that is used when completing a task on the client device.

TaskValidationLevel

The level of requirement for completing tasks before completing an appointment. The default value is WARNING.

• OPTIONAL: Appointments can be completed regardless of the status of the appointment tasks. When completing the task, a check is performed for required task responses. Required responses must have a value.

• WARNING: A warning is displayed if appointment tasks are set to the default task status that is specified in the DefaultTaskStatus setting.

• REQUIRED: An appointment cannot be completed until all tasks have a status other than the default task status, as defined in the DefaultTaskStatus setting.

HideTaskEstimateHours

Determines whether estimated hours for a task are hidden on the client device. If True, estimated hours are hidden (they are not displayed on the client device). The default value is False.

ShowTasksForAppointments

Determines whether tasks that are associated with an appointment are shown with the Appointment pane when a service call appointment is completed. The default value is False.

UseTaskMaterials

Determines whether task materials are displayed for tasks and task hierarchies for service calls. The default value is False.

For information on using task materials in MobileTech, see Create a Task Materials Inventory Transaction. Materials are assigned to a task in Signature. See Assigning Materials to a Task.

UseEquipmentAssignmentForMCC

Determines if technicians can add equipment to maintenance contract computer-generated (MCC) calls and have the corresponding equipment type tasks added to the call. The default value is False.

To use the new functionality on the device, with UseEquipmentAssignmentforMCC set to True and the service call’s call type is MCC when assigning equipment to the call or creating new equipment:

• If the equipment type is NOT populated, the DEFAULT task will be created.

• 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.

Notes:

• If the technician is creating a new piece of equipment and the setup option AllowModifyNewEquipmentID = False, the gpequipmentid on the task, task response, and subtask are not updated from PENDING until the next sync.

• If the user does 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.

UseEquipmentAssignmentForMC

Determines if technicians can add equipment to maintenance contract (MC) calls and have the corresponding equipment type tasks added to the call. The default value is False.

To use the new functionality on the device, with UseEquipmentAssignmentforMC set to True and the service call’s call type is MC when assigning equipment to the call or creating new equipment:

• If the equipment type is NOT populated, the DEFAULT task will be created.

• 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.

Notes:

• If the technician is creating a new piece of equipment and the setup option AllowModifyNewEquipmentID = False, the gpequipmentid on the task, task response, and subtask are not updated from PENDING until the next sync.

• If the user does 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.

UseEquipmentAssignmentForNonMC

Determines if technicians can add equipment to non-MCC and non-MC calls and have the corresponding equipment type tasks added to the call. The default value is False.

To use the new functionality on the device, with UseEquipmentAssignmentforNonMC set to True and the service call’s call type is not MCC or MC when assigning equipment to the call or creating new equipment:

• If the equipment type is NOT populated, the DEFAULT task will be created.

• 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.

Notes:

• If the technician is creating a new piece of equipment and the setup option AllowModifyNewEquipmentID = False, the gpequipmentid on the task, task response, and subtask are not updated from PENDING until the next sync.

• If the user does 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.