Changing Test Result set for an Existing Appointment

There may be times when you wish to change the test result set associated with an appointment.

In order to do that follow these steps.

Open the Timeline and locate the entry in the Diary or Timeline view and edit it.

To Edit it - Right mouse click and select open or double click on the entry.

Click on the Test Results tab then change the test results selected  in the bottom grid.

If only the Change button is enabled, this indicates that you have previously entered test results.

You will be prompted to delete these in order to continue. 

Timeline tab to change the Test Result set

You can now enter your new results as normal on the engineer web application or within the Windows application.

To enter your new test results in the Windows application you can achieve that from two locations.

1.From the appointments mini browser tab within the Jobs module by clicking in the icon marked in red.

2. From the View Complete icon within the Timeline grid view - highlighted below.

• Related Articles

• Editing Engineer Test Result Sets

  Engineer Test Result Sets are the questions that an engineer will see when attending a service. Once created they can be selected and deselected when scheduling in a timeline or diary entry by clicking on the tab titled Test Results. You can add, ...

• Changing Customer Details for an existing Installation

  If you wish to change the customer details for an existing Installation complete the following: 1. Click on the Installation Edit icon 2. Click on the Customer Edit icon 3. Change the customer details as appropriate then press Save 4. Press Save when ...

• Changing a Customer Account Reference

  You may wish to change the customer account reference although it is uncommon. To do so complete the following: 1. Access the customers module - Main Menu - Modules - Customers 2. Select the Data menu 3. Click on the ACC Ref Change icon 4. Find the ...

• How to Edit the Email Signature and set the Senders email details.

  From the Main Menu Select Settings - Password Select the user you wish to add/edit an email signature for Either copy the signature from an application like Outlook directly onto the panel called Email Signature and paste there  Alternatively Click ...

• Add engineer codes to the appointment notes for the Engineer

  If you wish to add field values from Tracker Pro Installation into any associated Job or Quote appointments do the following: A: In Company Details setup the fields for inclusion in the Appointment Notes ( Main Menu Settings - Company Details - ...