Process server / Work the assignment
Record an attempt or service
Record what actually happened at the location, using the matching outcome.
Choose the outcome and address type
Open the accepted job. Choose Served or Attempted, then select Residential, Business, Mail Facility or Other as the address type on the result form.
Look for: Served / Attempted
Enter the facts
Choose the specific result and complete the requested person, relationship, physical description, location and notes fields. Record only observed or confirmed information. Check the displayed time information.
Look for: Result and notes
Save and verify History
Add the required evidence and choose Save Attempt. Reopen History to confirm the record and attached photos are present. If the screen reports an error, resolve it before leaving.
Look for: Save Attempt
Opening a form or taking a photo alone does not save a completed attempt. Review the saved record.