Please follow this guide to create a follow up action.
- Select the three lines icon next to the Navigation Hub.
- Select the Jobs tile.
- Select the Follow Up Actions tile.
- Select the Plus icon (+) at the top left of the grid.
- Five fields will show in a pop up box, they are;
|Field Name||Data Type|
|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.