Home

 
 
 

Search Knowledge Base


Knowledge Base Web View
Total Records: 103
ID Title Type Of Article
4 
Adobe Acrobat Slow on Remote Desktop Server Support
16 
Emails in Outlook are printing in a very small font Support
20 
Check Acronis Imaging on Starship 03, Getting Repeat Failure Notices via Email Support
23 
Upgrading Xp Pro to Windows 7 application and all Support
95 
Connect a USB Camera to Thin Client Support
96 
View emails of deleted employees with GFI Email Archiver Support
99 
Converting ASYNCC to ASYNCD Cards in an OLT Support
101 
RETRIEVE AN ONT OR MODULE INVENTORY REPORT IN AXSVISION How To
109 
Active Directory Domain Naming Considerations Support
113 
Internet Explorer Slow Support
116 
Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To
120 
Telnet to device not working externally but does internally Support
121 
Dell OptiPlex 9020 All IN One Knowledge Base Resource Support
132 
MS Access System Resources Exceeded Error Support
161 
Distribution Group Mail Flow Support
195 
3CX Adding BLF Settings across multiple extensions in the Management Console Support
204 
Outlook Connection Status Window Support
217 
Deploy Kaseya Script to Install Symantec Antivirus in Server Support
221 
New Customer: Billing, Collecting, Memorized Transaction Support
222 
Onboarding VMS check List New Client
223 
Marketing Monthly Reporting Information Support
236 
Using DocuSign for Quotes in Scorpion Workflow
257 
Windows 10 1803 Redstone 4 Upgrade Support
258 
SOPHOS XG Licensing Guide Support
259 
Bay Dermatology Data-Center and Citrix Migration to 2X RAS on Data-Tech Cloud Services Case Study
Add New  Records per page  1 of 5   
Engage Knowledge Base Web View         How To          Print
Title Work Order Task Details Updates to Main Work Order      
Resolution
Work Order Task Details - Auto Updates to Main Work Order
    1. When you Update the Task Status in the Task Details Window
    2. If the "Update Work Order Status with Task Status Box is Checked
        1. The Work Order Status will be updated to the Task Status (Unless it's closed, to Close a Work Order it has to be done from the main Work Order)
    3. This will also post an update to the Work Done Field as "Entry Date: 11/6/2023 Current Task Status: Work Completed"
 
In addition, to speed up the Data Entry Process there is a button to click which will copy the "Scope of Work" to the "Work Done" field.  
Then the technician just needs to update "Work Done" with the specific info. It just provides a head start to Data Entry.
 
And Also . next to the Work Done Field there is a Button to "Post Task Details and Work Done to Update the Work Order"
This Button copies several data fields to the main Work Order.  
    1. It copies the Work Done to the Work Description Summary on the main work order.
        1. This field is used when a Work Order is turned into an Invoice to copy a summary of the work order to the Invoice
    2. Date of Task Service is copied to Date Expected
    3. Time In is copied to Expected Date
    4. Assigned To is copied to Work Done By
    5. Date of Service is copied to Service Date
    6. Task Status is copied to WO Status
 
Vendor Engagement Software, LLC
Web Link
Date Entered 11/18/2023
You Tube Link
Type Of Article How To
Article ID 1381


  Copyright   Lietz Development, Inc. 1996. All Rights Reserved.