Client Info Preferences Task Sheet

Path: Admin > Client Info / Preferences Tab

No task sheet in WO results. Select this radio button to exclude the option to have a task sheet with the Results Tab on a work order.

Include task sheets for all WO in results? Select this radio button to prompt users with the option to include the completed task sheet results in the text field on the Results Tab for every work order. You have the option of reminders when the finish date is entered, when the completion date is entered, or both.

Finish Date. Mark this check box if you want a reminder when work is finished.

Completion Date. Mark this check box if you want a reminder when the work order is completed.

Include task sheets for PM only WO in results? Select this radio button to prompt users with the option to include the completed task sheet results in the text field on the Results Tab for PM work orders only. You have the option of reminders when the finish date is entered, when the completion date is entered, or both.

Finish Date. Mark this check box if you want a reminder when work is finished.

Completion Date. Mark this check box if you want a reminder when the work order is completed.

See Also

Client Info Preferences Tab