Using the Tasks Tab in App Settings

How to use the Tasks tab in App Settings

Use the Tasks tab to specify the settings that help a technician complete the work required for a service call.

1. From the menu on the left, click App Settings, then Tasks.
   
2. Toggle the Use Task Long Description if Present option on to replace the task description with the long task description when one is entered in Signature’s Task Code Setup window. If the Long Description field is blank, the entry in the Task Description field is used.
   Note: The Long Description field is not in the Task Code Setup window as part of the standard Signature product. It must be added using the Alternate/Modified Forms and Reports window. The Task_Long_Description field is stored in the SV00506 table. 
   Toggle the Display Both Task Description Fields option on to display both the task description and the long task description fields on the Task workspace. If the long description is blank, the field label still displays on the app.
3. Toggle the Auto-Complete Subtasks with Task Completion option on to automatically mark all subtasks complete when a task is marked complete in TechPro. If it is important for techs to individually complete any of the subtasks on a task, leave this option off.
4. From the Task Status for Completing Work Orders list, select a task status to set in the back office when a task is not marked complete in TechPro, but all appointments on the work order are complete. This option is useful because in TechPro, tasks have two statuses: complete or not complete. Your back-office solution may have more than just those two task statuses. To provide you with the best integration to your back office, this option provides you with the setting you want to use. Any of the task statuses you have in your back office appear in the list, as well as a “No Change” option which leaves all your tasks as is.
5. Toggle the Use Tasks Link option on to display the task link information. By adding a link to a task, you can open a site with information about a task. In the Link URL field enter the URL for the link you want to use. The link is the same for all tasks. Enter any special characters that are needed to assist in inserting the task ID. Then click the Insert Task ID button to add the task ID to the link so that a tech can open a specific site from the Task workspace. If the task ID is not inserted, the link opens without being specific to the task. It is added at the point of your cursor in the Link URL field.
6. Toggle the Allow Technicians to Flag Tasks option to add a Flag checkbox to all tasks in the Tasks workspace. This allows a technician to flag a task for something like non-compliant equipment. For example, a technician is inspecting a fire door and notices the light is burned out on the Exit sign. The inspection fails, so the technician marks the Flag checkbox on the Tasks workspace to indicate the equipment is out of compliance.
7. From the User-Defined Field for Storing Task Flag list, select the user-defined field that is used to store the value of the Flag checkbox when marked. The user-defined field is used to display the flag on task equipment and the task on subsequent appointments until it’s unmarked. This field comes from the Task (SV00302) table in Signature.