Service Management - Service Checklist

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Posted on by stephenm171

Looking for options that when performing a service that the technician has a list of items/steps to perform whilst performing a task. I cannot seem to find anything on the Service Order or the Service Task.

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Stephen,

There is no formal Service Checklist feature but most Service Granule users add there own via creating the setup of the Troubleshooting/Fault/Resolution and Resources. Here you can define a Checklist by Service Item or if your checklist is common, you might consider create a Report and always print with a Service Order for the Technician to have. If you need more information on these setups, please email back.

Hope this help.

Thanks,

Steve

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