Adding a Reason/Resolution Note for a SRO (Mobile)

  1. On the Appointment Detail - Service form, select Reason/Resolution to open the SRO Reason/Resolution - Service form, filtered for the current SRO.

    The SRO, line, and operation numbers and descriptions are displayed.

  2. Select Add.
  3. To add a reason note, select the general reason code to use. Reason codes are maintained on the Service Reasons back office form.
  4. Optionally, select a specific reason code.
  5. In the Reason Notes box, specify any notes describing the reason for the service order.
  6. To add a resolution note, select the general resolution code to use. Resolution codes are maintained on the Service Resolutions back office form.
  7. Optionally, select a specific resolution code.
  8. In the Resolution Notes box, specify any notes describing how the service order was resolved.
  9. Select Save.
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