In the Task checklist, you can find the work to be done for the task.

In D365 FO, for a work order line, a task checklist can be defined. Usually, the task checklist is added automatically based on the used work order template. A task checklist instructs the field engineer on the work to be done. If in D365 FO a task checklist is defined for the work order line, it is shown in the Rental Mobile Operations app on the Task checklist page.

When you confirm the task checklist, for each task in the task checklist, the task status and notes are synchronized to the task checklist of the related work order line in D365 FO. Note: If you work offline, the task checklist is only synchronized when you synchronize to D365 FO.


Standard procedure

1. On the Task details page, tap ´Task checklist´.
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Note: At the right/top of the ´Task checklist´ icon, an indicator shows the number of tasks done and the total number of tasks in the task checklist.

2. If you have done a task successfully, select the ´Task passed´ check box:
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3. If you could not do a task or the task failed, select the 'Tasked failed' check box:
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4. In the Notes field, you can enter any notes as desired.
5. Tap 'Confirm'.
Related to Notes

Work on scheduled tasks

 

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