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When completing a Work Order in the field, the Technician needs to capture two signatures to ensure compliance.
Which steps are needed to configure the signature capture?
Suggested Answer: B, D
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A custom approval process on work orders is used to define the steps and criteria for approving a work order before it can be closed. A custom validation rule on work orders is used to check the data entered on a work order and prevent it from being saved if it does not meet the specified conditions. By using these configurations, the system can prevent work orders from being closed until the customer service report is signed.
33 comments · newest first
CO
Corinne
11 months ago
How do we even set up those custom fields?
CE
Celia
11 months ago
Totally agree with B, it covers everything needed!
BU
Buck
12 months ago
Wait, two Service Reports? That seems unnecessary.
AN
Angelica
12 months ago
I think option B is the best choice here.
PA
Pamella
1 year ago
You definitely need to create Signature Types first!
KE
Keneth
1 year ago
I feel like creating two Service Reports is overkill, but I can't remember if that's a valid approach or not.
AD
Adolph
1 year ago
Option B sounds familiar since it mentions adding Signature Blocks to the Service Report Template, which seems like a logical step.
GL
Gladys
1 year ago
I remember practicing a question about adding Signature Blocks, but I can't recall if we should use Flows or just custom fields for signatures.
RE
Renato
1 year ago
I think we might need to create Signature Types first, but I'm not entirely sure if we also need to add them to the Service Report Template.
AL
Alpha
1 year ago
I've got this! The answer is option B. Creating the Signature Types and adding them to the Service Report Template is the way to go. I feel confident about this one.
DW
Dwight
1 year ago
I'm a little confused by this question. Can we go over the different options again? I want to make sure I understand the right way to set this up.
ID
Idella
1 year ago
Okay, let me think this through. I believe the answer is option B - creating the relevant Signature Types and adding Signature Blocks to the Service Report Template. That seems like the most logical way to configure the signature capture.
KE
Kerry
1 year ago
Hmm, I'm a bit unsure about this one. There are a few different options presented, and I'm not sure which one is the correct approach.
JE
Jenelle
1 year ago
This seems like a straightforward configuration question. I think the key is to identify the right steps to set up the signature capture.
LA
Larae
1 year ago
This question seems straightforward, but I want to make sure I understand the components of the X9M Database Machine before selecting the correct answers.
AR
Arlen
1 year ago
I'm confident that INSERT, DELETE, and UPDATE are the correct DML commands. I'll select those and move on to the next question.
NG
Nguyet
1 year ago
Option B is the answer, no doubt. Unless you want to end up with a bunch of illegible scribbles instead of actual signatures.
IL
Iluminada
1 year ago
Have you ever tried to get a signature from a tech who's got grease up to their elbows? Option B is the way to go, for sure.
CA
Carlene
1 year ago
Option C seems like a good idea, but using custom fields and Flows feels a bit like a workaround. Option B is probably the cleanest solution.
CA
Catalina
1 year ago
I'm leaning towards Option B as well, it just seems more straightforward.
LA
Lashaun
1 year ago
I prefer Option C because it allows for more customization with the custom fields.
KA
Kaitlyn
1 year ago
I think Option A could work too, as long as the Flow is set up correctly.
AN
An
1 year ago
I agree, Option B does seem like the cleanest solution.
BR
Brice
2 years ago
I'm not sure why they would need two separate Service Reports. Option D seems like overkill. I'd go with Option B.
SH
Shalon
1 year ago
Yeah, that way the Technician can easily capture both signatures on one report.
SH
Shanice
1 year ago
I agree, creating relevant Signature Types and adding Signature Blocks to the Service Report Template makes the most sense.
LE
Lennie
1 year ago
Option B seems like the most efficient choice.
NO
Noel
2 years ago
Option B is the way to go! Creating signature types and adding them to the Service Report Template is the most straightforward approach.
FA
Fannie
1 year ago
I agree, it simplifies the process for the Technician and ensures compliance.
TR
Tracey
1 year ago
Option B is the way to go! Creating signature types and adding them to the Service Report Template is the most straightforward approach.
DE
Denny
2 years ago
I personally think option A is the way to go. Creating a Flow that adds two Signature Blocks when the Service Report is generated seems like a simple and effective solution.
LA
Larae
2 years ago
I disagree, I believe option C is more efficient. Creating custom fields for the Service Appointment and using Flows to capture each signature would provide more flexibility in capturing the signatures.
LO
Loren
2 years ago
I think option B is the best choice. Creating relevant Signature Types and adding Signature Blocks to the Service Report Template seems like the most straightforward approach.