Recommendations/Notes- Fieldwork enables field technicians to give recommendations for corrective actions or notes on site.
1. First select the Appointment which you would like to enter Notes or Recommendations .
2. Select Notes & Comments under Service Details.
3. You will be brought to the Notes page. There will be a Box on the top of the screen. Select this area and enter in the desired Notes.
4. Select Add Recommendations, to choose from a pre-made recommendations. Select the desired Recommendations and when finished select save to return to the Notes page. Recommendations options must be added from the Fieldwork Website.
5. Select Add Conditions, to choose from a pre-made conditions list. Select the desired conditions and select save to return to the notes page. Conditions must be added from the Fieldwork Website.
6.When Finished adding Notes/Recommendations/ and Conditions, select Save. You have now successfully saved. Repeat these steps to add or edit Notes/ Recommendations/ and conditions for appointments.