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Overview


Excerpt

As work is performed on a service order, technicians record their work and travel time as call activities on that service order. 
Activities are shown in the service order's Activities calls >Activities tab.
It is best practice to maintain your workflow status before you commence inserting call activities.
If a machine doesn't have a technician assigned to it, it is not until you assign a technician to a service order or update the workflow status that a service call activity log is generated
A service order can have many service call activities as a technician may get another call out.

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Tip

Service calls can be filtered, maintained via the Service>Service Calls menu option.

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Service calls can be filtered, maintained via the Service>Service Calls menu option.

 

 

Refer to Service Calls Reference for details.

To create an Activity  

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Info

Activity Type is defined via System Types>Service Order Activity Type. Refer to Service order activity type for details.

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The activity will appear in the Staff Schedule for the service call assignee.

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To add a user to the Staff Schedule turn on the Show On Schedule option in Administration>Users>Settings

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Update Unit Quantity Used for the parts needed

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Click on Meter Counts tab to record new meter count read 

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Info

New Count will be updated for the respective machine/meters when the Service Call and Order are posted.

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