How to Create a Task
Where do you go to create a task?
Rivet
In rivet what does the yellow banner in top of the client's profile means?
There is an open task
When do you resolve a task?
After taking the correct actions or when the client no longer needs the service
A replacement unit is normally sent when unit is:
Lost, Broken unit, or need to be swap for a different type.
What's the Problem type if the client needs a new charger?
Broken Accessory
To open the task what do you have to select?
The Work Order Number
Where do you resolved a task?
Rivet
Does a task get automatically completed as soon as you send the unit through task?
No - The task won't be technically get resolved until the job is completed.
To submit a task you not to select (......) located on the top to right corner ?
Not resolved
What does the blue paper symbol do?
It allows you to see the notes
True or false - You can resolved a task if the task cannot be completed due to change in client's status.
True
What do you have to select from the drop-down window to send a replacement?
Send Replacement
True or false - You do not need to add notes to complete a task.
False
To add an update to the task select ?
Troubleshooting Not Resolved
What do you need to select in the screen to resolved a task?
Resolved
True or false- An account with an HSR will open an HSR job and Self-Install account opens a Self-Install job.
True
What's the last step of submitting the task?
selecting close
What's the most important step to update a task?
Adding the corresponding notes
Give me one reason for when a task can be resolved without having to send a replacement unit.
When troubleshooting was successful, Duplicate Task, Task is no longer necessary due to client request, Task cannot be completed due to change in client's status, The request is not a task that is possible to complete
What is added to the Add System window that appears after selecting Send Replacement?
The unit that will be sent.