Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Service Management - Service Checklist

Posted on by 123

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.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Service Management - Service Checklist

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans