Have your contact at the customer site sign off the task to complete it.

Before the sign-off, you can show the:

  • Work you completed
  • Spare parts used
  • Time spent
  • Costs incurred

When you confirm a task sign-off:

  • The task moves to My completed tasks in the Rental Management Mobile App
  • In D365 F&SCM, the related work order line is marked as Completed
  • An email summary is sent to the defined address
  • The signature is saved as an image in SharePoint
  • A URL attachment is added to the work order line that links to the signature in SharePoint

Note: If you're offline, actions that require a connection are completed when you sync with D365 F&SCM.


Standard procedure

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.
 

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.
 

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.
 

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.
 

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'.

Notes

You can only sign-off a task if all time tickers are stopped.

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