Make Activities Mandatory



In order to ensure all activities on an appointment as completed, you can set the activity completion to be mandatory. 

By turning on this configuration, users will be required to mark all activities as 'Complete' before they can close the appointment.  If the user cannot complete the activities, they will need to flag the Job as requiring an 'Additional Appointment'. 


Guide to configuration

To make activities mandatory you will need to follow these steps in the desktop application:

  1. Open the admin menu
  2. Select the "Work Log Types" page from the "Jobs" section
  3. Click on the Work Log Type you would like to amend
  4. Use the radio button "Require completion of activities on mobile" to make the completion mandatory





On the mobile application, the user will see activities under the completion button and a red checkmark will be applied to the "Activities" icon in the "To Do" section if there are outstanding activities.

This will prompt the user to complete the activities before finishing the appointment or require the additional appointment button to be selected.




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