Updating a Work Order or Installed Product from a Task
As a technician, you can update the Work Order or Installed Product record linked to a task if the Edit SFM is configured in the task.
Perform the following steps to update the linked Work Order or Installed Product record from a task.
Android and iOS
1. Open the event and tap Service Products. The Service Product list is displayed.
2. Tap the Service Product to view the list of assigned tasks.
3. Do one of the following on the task configured with the Edit SFM.
◦ Tap Start from the Task List View screen.
◦ Open the task, and then tap the configured SFM in the Actions section.
The configured record is displayed in the Edit mode.
 |
You can execute an SFM on Account and Location objects to create and update records from these objects if the source record for the task is either Account or Location.
|
4. Update the required fields, and then tap Save. The record is saved after a successful validation, and the status of the task is updated to Complete.
|
|
A Work Detail record is created for the task when the task is complete if the Work Plan is configured with the On Service Task Completion field value as Create Labor Line. You must fill the time spent on the task to enable the labor line creation. The created labor line is linked to the task automatically. You can review and debrief the work order when you complete the task.
|
Windows
1. Open the event and click Service Products. The Service Product list is displayed.
2. Click the Service Product to view the list of assigned tasks.
3. Do one of the following on the task configured with the Edit SFM.
◦ Click Start from the Task List View screen.
|
|
You can execute an SFM on Account and Location objects to create and update records from these objects if the source record for the task is either Account or Location.
|
◦ Open the task, and then click the configured SFM in the Actions section.
The configured record is displayed in the Edit mode.
4. Update the required fields, and then click Save. The record is saved after a successful validation, and the status of the task is updated to Complete.
|
|
A Work Detail record is created for the task when the task is complete if the Work Plan is configured with the On Service Task Completion field value as Create Labor Line. You must fill the time spent on the task to enable the labor line creation. The created labor line is linked to the task automatically. You can review and debrief the work order when you complete the task.
|