Setup
You will need the Defect Quoting module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can view defect quotes.
Can update tasks.
Can see all tasks.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and images under these arrows.
How to create a repair task from an approved defect quote
1. Navigate to Defect Quotes, filter the list by Approved status and view the approved defect quote.
1. Navigate to Defect Quotes, filter the list by Approved status and view the approved defect quote.
2. Click + Create Task.
2. Click + Create Task.
3. Review the line items and click Create Task.
3. Review the line items and click Create Task.
How to create multiple repair tasks from an approved defect quote
1. Navigate to Defect Quotes, filter the list by Approved status and view the approved defect quote.
1. Navigate to Defect Quotes, filter the list by Approved status and view the approved defect quote.
2. Click + Create Task.
2. Click + Create Task.
3. Deselect the line items not required on this repair task and untick Mark quote as Actioned, then click Create Task.
3. Deselect the line items not required on this repair task and untick Mark quote as Actioned, then click Create Task.
4. On the newly created repair task, navigate to the defect quote using the link next to the Created via field.
4. On the newly created repair task, navigate to the defect quote using the link next to the Created via field.
5. Continue creating the partial tasks, but remember to tick Mark quote as Actioned on the final task.
5. Continue creating the partial tasks, but remember to tick Mark quote as Actioned on the final task.
Video
Recommended steps
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