Updating Service Task Statuses

In Mobileforce FSM, agents must assign a Status (for example, Open, On Hold, Scheduled) to each Service Task during creation.

This status is to be changed and updated throughout the Service Task lifecycle to allow all users to know the current stage/progression of the task.

Accessing the Service Task Status page

Only users with admin privileges can add, edit, or delete the list of Service Task Statuses. Once the statuses have been updated, Agents, Dispatchers, and Technicians can select the Status when updating Service Tasks. For more information, see Creating and Editing Service Tasks

From the Field Service Setup page, click Service Task Status.

From here you can:

• Click the button to create a new status.
• Click the button to review or edit an existing status.
• Click the button to delete an existing status.

Create a new Service Task Status

To create a new status, click the button.

Enter the name of the new Status and click when finished.

Review or edit an existing Service Task Status

To review or modify an existing status, first click the button to open its Service Task Status page.

The page lists the name of the Service Task Status and the following related subtable:

• The Service Tasks table lists any Service Tasks assigned the specified Service Task Status. To view additional tasks in the table, click Load More.

For the Service Task Status, you can do the following:

• To edit the selected status, click the button.
• To edit the Name field, click the button for the field and modify it.

For the related Mobileforce FSM objects, you can do the following:

• To create a new related Service Task, click the button.
• To open the Service Task table in a new page, click the button.