Step by Step:

When you schedule a service task, you select the priority of the task. For example, As Soon As Possible, Delay Until Later, Emergency, Regular. 

 - You can use the standard priorities, or you can create your own. The priority displays on the service order, and on the mobile app.

Step 1: Open the Priorities tab (Administration > Service and Delivery > General Setup > Task Priorities).

Step 2: Click Add. The New Service Priority screen appears.

Step 3: Short Code - Input a code that is 5 characters or less. The code appears on the Search Schedule screen, service orders, and mobile app.

Step 4: Description - The description appears in the Priority field on the Schedule New Task screen when inputting the service task.

Step 5: Click OK to save the new priority.


Security Permissions Required

Category

Function

Administration-Service & Delivery

Can Access Service/Delivery Tree Branch