HOW TO - Locate Service Order Information by Address

Modified on Mon, 13 Jul 2009 13:51 by kyimin — Categorized as: Task Management


Default Menu Location

Maintain >> Task Management >> Task Grid

Click here for screenshot

Procedures

STEP 1: Click the Task Grid icon located in the toolbar.

STEP 2: Enter the address in the Location field.

STEP 3: Check the All dates box located in the lower left portion of the screen.

STEP 4: Click the Both radio buttons under the Scheduled/Unscheduled and Complete/Incomplete categories.

STEP 5: Check the Single Line box.

STEP 6: Click the Create Date button to change it to Schedule Date. The date shown in the grid now displays the date the service order was scheduled to be started/completed.

HINTS:

Double-click on any line located in the Trouble Code, Date, Time, or SvrOrd# columns and a screen containing more detailed information about the service order will be displayed.

Double-click on any line in the Location column and a screen containing more detailed information about the address will be displayed.

Right-click anywhere on the line to display a menu with several options.