More Sections and Actions in the Service Report
Sections of the Service Report
E-mail: Use this table to keep track of the e-mail addresses of all persons involved. You can add a new e-mail address using the
button, edit it using the
button or delete it using the
button.
Account assignment: Select between "TOTAL" and "PER DAY" and see the list of working hours, their position and type.
Information: Select the contact on site, calendar, group and branch office from the drop-down lists. Mandatory fields marked with * have to be filled in. Click on the service engineer or the contact on site to view additional information. The assignment number (PIndex) and the contractor are also displayed. You can add the cost centre in the corresponding text field.
Documents for the assignment: This tabular overview of documents related to the assignment can be edited and downloaded by using the corresponding buttons. For more information about handling documents read the article "Attachment of Documents".
Documents for the service report: You can save all documents related to the service report. Use this section in the same way as the
section.
Actions in the Service Report
Rebook Report: With this function , you can rebook the report to another assignment. Clicking on
opens the assignment search. Click on the corresponding project number to select the assignment. Then save your changes by clicking on
.
Create PDF: The
function calls up a report file that displays the service report. You can specify the report file in the "servicereport.json" file, if you want to override the default.
Transfer to mobile app: The service report is released for editing in the mobile app and can then no longer be edited in the FSM.
Transfer to mobile client: The service report can be edited in the mobile field service and is then not editable in FSM.
Transfer into FSM: The service report will no longer be editable by mobile users.
Activate temporary editing: The service report can now be edited as long as the window is open.