Administrator / Set up your company
Configure attempt requirements
Set the company's non-service completion requirements before the field team starts.
Open Attempt Requirements
Go to Settings & Security → Attempt Requirements. Decide whether this policy must be met before non-service closure.
Look for: Attempt Requirements
Set attempts, days and time categories
Enter the minimum unsuccessful attempts and different calendar days. Set the required time categories, their time windows and the policy timezone.
Look for: Minimum unsuccessful attempts
Save and communicate the policy
Choose Save attempt requirements. Check the job's company requirements with the server so they understand which attempts remain.
Look for: Save attempt requirements
These are company workflow settings. The administrator still reviews the requirements applicable to the actual assignment.