Review a task

As a reviewer, review the details of a work order task. If the details are sufficient, you can close the task. If more information is required, send the task back to the agent so they can add the requested details.

始める前に

Role required: sn_fsm_quality.wm_quality_agent

Ensure that the Field Service Quality Management plugin is active. For more information, see Activate Field Service Quality Management.

このタスクについて

When an agent closes a task, the task will be sent to you for review. You can close the task if the details are sufficient, or you can send the task back to the agent requesting more details.

手順

1. Navigate to All > Field Service > Reviewing > Quality reviews.
2. Select a work order task.
3. Choose one of the following:
   • If the task details are sufficient, select Close task.
   • If more information is required, add what information is needed from the agent in the Work notes field. Then, select Send back to agent.

タスクの結果

If the task details are sufficient, the task is closed.

If more information was required, the task is sent back to the agent and the substate is set to Needs information. The agent will receive a notification that the selected work order task needs more information. In the Mobile Agent® application, the agent can update the work order task with the requested details and send the task back to the reviewer. For more information, see Respond to a reviewed work order task.