To complete a task, have it signed off by your contact at the customer site.

Before your contact signs off the task, you can show the:

  • Work you have done.
  • Spare parts that you have used.
  • Time you have spent.
  • Cots you have incurred.

If you confirm a task sign-off:

  • The task is moved to 'My completed tasks' in the Rental Mobile Operations app.
  • In D365 FO, the related work order line is set to 'Completed'.
  • An email with the task summary is sent to the defined email address.
  • The signature is stored as an image in SharePoint.
  • An attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.

Note: If you work offline, the actions for which an online connection is required are only done when you synchronize to D365 FO.


Standard procedure

1. On the Task details page, tap 'Sign-off'.
  File image25D56EC3-76FE-46E1-B4F8-6339D7EEA6D7
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 '<'.
  File imageEA47F169-71AF-4CDB-AF2E-35BDFD0C1426
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.

Related to Notes

Work on scheduled tasks

 

Provide feedback