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

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.

Select Add.

To add a reason note, select the general reason code to use. Reason codes are maintained on the Service Reasons back office form.

Optionally, select a specific reason code.

In the Reason Notes box, specify any notes describing the reason for the service order.

To add a resolution note, select the general resolution code to use. Resolution codes are maintained on the Service Resolutions back office form.

Optionally, select a specific resolution code.

In the Resolution Notes box, specify any notes describing how the service order was resolved.

Select Save.