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Finishing Task

The form Work Done is intended for reporting and overview of the work done on the Operation line of the Servicing WO.  On the form are also Additional Settings to Finish task and change status of the operation to Finished.

This chapter provides the example of finishing a task.

Case summary

Gary Service, a servis employee at Tecta Ltd., wants to finishing a task of the specific Operation. The process is as follows:

  1. Opening the Work Done form
  2. Finishing task in Additional settings

1. Opening the Work Done form

After logging into PANTHEON Field Service Granule, Gary selects the desired Servicing WO card from the Servicing WO List.

From Operations list, he selects the operation card he wants to report work on. 

This opens the Work Done form, ready for data entry.

2. Finishing task in Additional settings

He opens Additional Settings by selecting  button.     

In the Additional Settings window, he enables toggle button Finish task to finish the task.

The status of the operation changes to Finished.

 

He returns to previous menus by selecting  buttons.

 

 

 


 

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