Configuring Step Attributes

The Info tab options that control a step — tags, parts, skills, Stop Here, Trigger script, Preserve Data, and user levels.

The Info tab holds everything else that controls how a step behaves:

The Info tab of a step, with Tags, Parts Required, and Skills Required on the left, and Stop Here, Trigger script, Preserve Data, and User Levels on the right.

A step's Info tab

OptionWhat it does
Tagsexit leaves the current task after this step, like a return in the middle of a task. reuse, set on a subtask, lets the subtask run more than once in a session — without it, a subtask that has already run will not run again. Type a tag and click Add.
Parts RequiredThe parts that may be used in this step. The Technician taps a part to indicate it was used; parts can be generic or carry a part number to track replacements.
Skills RequiredSpecial skills required, such as electrical or plumbing. Shown to the Technician.
Stop HereThe step shows no continue button, making it the last step in the task. Use it in a subtask that escalates to support and should not continue.
Trigger scriptWhen the step is finished, it triggers the copilot's session-finished script in the cloud. If the task runs offline, the script can only be triggered once the task is uploaded from the mobile device.
Preserve DataKeeps the data the Technician entered if they revert to the previous step.
User LevelsThe user levels that see the step. Clear a level to hide the step from it, so only qualified personnel execute the step.