Procedures

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Update a Service Call when Tech Done

1. Open the Call record, then click Edit icon
2. Click Status drop down list
3. Select appropriate Status such as TECHDONE or a similar value configured for your organization, to indicate the Technician work is done
4. Click the Save icon

The Call now displays in the Workflow > Service > Tech Done Calls bucket, to indicate that it is ready for the next person in your workflow process