Edit the details of a field service operation

To edit the details of a field service operation or delivery, just follow the steps below:

From the 'Agenda' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Agenda'.
3. Select the date.
4. Double click on the task to edit.

   

5. Click on 'Information'.
6. Make the changes needed and click on the button 'Save'.

   

From the 'Routes' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Routes'.
3. Select the date.
4. Identify the route in which a field service operation needs to be modified and click on '...' > 'Route's detail'.

   

5. Identify the task to edit and click on '...' > 'More details'. 
6. Click on 'Information'.
7. Make the changes needed and click on the button 'Save'.

   

From the 'Map' tab

1. Go to the 'Organize' module.
2. Click on the tab 'Map'.
3. Select the date.
4. Click on the icon of the task to be modified and click on  '...' > 'More details'.

   

5. Click on 'Information'.
6. Make the changes needed and click on the button 'Save'.

From the 'List of field services' tab

1. Go to the 'Organize' module.
2. Click on the tab 'List of field services'.
3. Select the period of time.
4. Identify in the table the task to be modified and click on '...' > 'More details'.

   

5. Click on 'Information'.
6. Make the changes needed and click on the button 'Save'.