Adding a Follow Up Action

Jamie
Jamie
  • Updated

Please follow this guide to create a follow up action.

Step 1) Sign into your web account via the website.
Step 2) Select the three lines icon next to the Navigation Hub.
Step 3) Select the Jobs tile.
Step 4) Select the Follow Up Actions tile.
Step 5) Select the Plus icon (+) at the top left of the grid.
Step 6) Five fields will show in a pop up box, they are;

 

Description - a free text box where you can enter a description.
Customer - A dropdown of available customers
Site - A dropdown of available sites depending on customer selected
Location - A dropdown of available locations depending on sites selected
Sub Location - A dropdown of available sub locations depending on locations selected

 

Note: If customers or sites are not visible then you are likely not in the access group that the customer is in. You will need to ask your mpro5 admin to add you so you can see it.

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