How to: Work on Service Tasks
After you have created a service order or service quote, registered service item lines, and allocated resources to the service items in the order or quote, you can start repairing and maintaining the service items.
To work on a service task
In the Search box, enter Service Tasks, and then choose the related link.
If you want a list of service tasks a certain resource or resource group is allocated to, fill in the Resource Filter or Resource Group Filter field and press Enter.
If you want a list of service tasks with a certain response date or response dates within a certain time period, fill in the Response Date Filter field and press Enter.
If you want a list of service tasks with a certain allocation status or repair status, fill in the Allocation Status Filter or Repair Status Code Filter field and press Enter.
Select the service task you want to work on. On the Navigate tab, in the Service Tasks group, choose Item Worksheet. The Service Item Worksheet window opens.
Register standard texts, spare parts, resource hours, and costs as appropriate using the corresponding options in the Type field: <Blank>, Item, Resource, and Cost.
In the Repair Status field, select the appropriate status.
Fill in the Repair Status field with the Finished or Partly Serviced status if the service item has been completely serviced or another resource will continue servicing. The Finished or Reallocation Needed status is specified automatically for the allocation entry corresponding to the service item.
See Also
Tasks
How to: Insert Starting Fees for Service Items
How to: Insert Travel Fees for Service Items
How to: Register Costs for Service Orders
How to: Register Resource Hours
How to: Register Spare Parts
How to: Register Text Lines