The procedure to edit a repair task is as follows:
- Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
- Double-click on the row containing the specific repair request against which an assigned task is to be amended. The Repair Request window is displayed.
- Click on Tasks. The Tasks tab is activated and a list of tasks assigned to the repair is displayed in the Tasks summary tables. The first table holds tasks yet to be linked to an order; the second table holds tasks from which one or more orders have already been created.
- Select the row matching a task yet to be linked to a works order and for which amendments are required 3. The detail fields are populated with all the attributes of the chosen task.
- Amend the Additional description, Quantity, Location, Priority, Recharge, Recharge notes, Analysis, Special instruction, Required pre inspection and Required post inspection values, as appropriate, to reflect the required changes.
- Click on Add / Update Tasks.
- Repeat steps 6 through 8 to amend further tasks yet to be linked to a works order.
Note
1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.
2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.
3 Once a task is linked to a works order, no further amendments are permitted via this process; instead, the task must be amended using a works order variation.
See related topics...
Repairs order management overview
To add a repair task
To delete a repair task
To raise a repair request
To vary a repair order
To define the user profile
Using the search facility
