Complete Tasks for a Service Call

You can view, change, and complete information for a single task or for a group of tasks that is associated with a service call. To easily go to other tasks from the Tasks tab, choose Previous or Next. 

Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. Additionally, if task materials (replacement parts) are associated with a task, a nut and bolt icon is displayed for the task. You can choose Task Materials to view those task materials. For information about viewing task materials or creating inventory transactions for them, see View Task Materials and Create Inventory Transactions for Task Materials.

Beginning with MobileTech 8.0, a service call can remain open with Task Completion set to required if a second appointment is created for the service call prior to attempting to complete the first appointment.

To complete tasks for a service call:

1. From the main navigation, choose Service Calls > select a service call and select More (or select an appointment > Select More > choose the Service Call hyperlink).
2. In the Service Call window, choose the Tasks tab. 
3. A list of the tasks that you're scheduled to complete for the service call is displayed. You can filter the tasks that display by choosing from the following:
   • All Tasks (hierarchy) – View all tasks for a service call by sublocation, then equipment, and then the task list. This is the default view.
   • Open Tasks (hierarchy) – View only open tasks for a service call by sublocation, then equipment, and then the task list.
   • All Tasks (no hierarchy) – View all tasks for a service call by task code. No equipment, sublocation, or task list information is displayed.

4. If you want to filter the task list more, you can select a Sublocation for the task list and/or Equipment. 

   

   If you selected a Sublocation, only the equipment available for the sublocation are listed in the drop-down. If you did not choose a specific sublocation, all the equipment assigned to the task list will display in the drop-down.

5. You can select the drop-down beneath the filters to choose to display tasks based on the Task Status by selection:
   • Show All - Displays all tasks, although if you have filtered to show Open Tasks at the top of the page, only the open tasks display.
   • Open Tasks - Displays only tasks with an Open status.
   • Complete Tasks - Displays only tasks with a Closed status.

Working with Tasks

You can complete a group of tasks or an individual task.

Working with a Group of Tasks

Completing a Group of Tasks

To complete a group of tasks:

1. Select the task list, sublocation, and/or equipment above the tasks and choose the Complete icon. 
2. When a message appears to confirm the completion of all tasks under the selected entity, choose Yes. 
3. The status of the tasks changes to Complete. When you complete a task, all subtasks for the task are also completed.

Reopening a Group of Tasks

To reopen a group of tasks:

1. Select the task list, sublocation, and/or equipment above the tasks and choose the Reopen icon.
2. When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes. 

3. The status of the tasks changes to the default task status. 

   

   If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list.
4. When you finish all the tasks for a service call, choose the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.

Working with Individual Tasks

Entering Task Details

1. Select the task.
2. Select More.
3. Under Task Details, you can edit the Task Status, Completion Date, and depending on the task, enter a Text Description.

Completing an Individual Task

To complete an individual task:

1. Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
2. Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
3. Use the Previous < and Next > buttons to work with other tasks.
4. When you finish all the tasks for a service call, choose the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.

Reopening an Individual Task

Depending on the status of the task, you can reopen the task, complete it, or choose More to update information for the task, such as the status or completion date. The status of the task changes to the default task status if you reopen the task.

After you complete a task, you can close the pane, choose Next to go to the next task or choose Previous to return to an earlier task.

1. Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
2. Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
3. Use the Previous < and Next > buttons to work with other tasks.
4. When you finish all the tasks for a service call, choose the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.

Working with Subtasks

1. Select a task.
2. Choose More, and then choose Subtasks. 
3. Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
4. To complete all the displayed subtasks, choose the Complete button. You can also reopen all the displayed Closed subtasks by choosing the Reopen button.
5. To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can choose Complete, Reopen, or More. If you choose More, you can change the completion date, if needed. You can also change the status of the subtask.
6. When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks.
7. When you finish all the tasks for a service call, choose the Complete icon. The word COMPLETE is displayed next to each task to indicate the task is completed.