Have your contact at the customer site sign off the task to complete it.
Before the sign-off, you can show the:
When you confirm a task sign-off:
Note: If you're offline, actions that require a connection are completed when you sync with D365 F&SCM.
| 1. | On the Task details page, tap 'Sign-off'. |
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| 2. | Enter the contact details: name and email address. You can also add some notes. |
| 3. | Show your contact the task summary. To do so, tap 'Summary'. |
| 4. | On the Sign-off summary page, expand the 'Task checklist' section to show which checks are completed and which checks are note done or failed. |
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Note: If changes are required to the task checklist, tap the 'Task checklist' icon in the Task checklist section. |
| 5. | On the Sign-off summary page, expand the 'Spare parts' section to show the spare parts that are used for the task. |
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Note: If changes are required to the spare parts, tap the 'Spare parts' icon in the Spare parts section. |
| 6. | On the Sign-off summary page, expand the 'Time overview' section to show the time you have spent on the task. |
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Note: If changes are required to the time overview, tap the 'Time overview' icon in the Time overview section. |
| 7. | On the Sign-off summary page, expand the 'Other costs' section to show the costs that you have made to do the task. |
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Note: If changes are required to the other costs, tap the 'Other costs' icon in the Other costs section. |
| 8. | Navigate back to the Sign-off page. To do so, on the action bar, tap '<'. |
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| 9. | Have the contact sign off the task. |
| 10. | Tap 'Confirm'. |
You can only sign-off a task if all time tickers are stopped.
| Related to | Notes |
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Execute work order tasks (OLD Mobile App) |
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Execute work order tasks (Mobile App) 1 |
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