Switch Work Type on Service Record
A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Switch to Work Type' enabled. Further information on setup is outlined in the section below.
Enable 'Allow Switch to Work Type' in Work Type Event Class Setup
The Update Work Type Event Class Item popup editor now includes an "Allow Switch to Work Type" field, which appears when "On Call" or "Scheduled Services" is selected in the Event Type field. Enabling this field by selecting an option will display the Switch icon for the corresponding work type.
Pathway: Accounts > Search > Accounts; Setup > Operations > Work Type Event Class