Accessing the reports

Switch to the

via the main menu

under "Field Service". Select an assignment and open it with a right click. Then click under "Areas" on

. Existing reports are listed in the table now displayed. The columns listed below contain the following information:

Column "Filled":

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : Pre-planned report.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report has not yet been completed.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : Planned report that has not yet been completed.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : Planned report that has been completed.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report has been completed.

Column "Status":

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report contains a warning.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report contains an invalid entry.

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report contains no error/warning.

Column "Mandatory":

• Die eingeschlossene Seite konnte nicht gefunden werden.

  : The report must be completed.

Adding a planned report

Click on . Select the respective machine via the search and add a comment if necessary. Specify – by activating the checkbox "Mandatory" – whether the report must be filled out by the service engineer. Click on the required report in the list and confirm the selection with the action . The newly created scheduled report is now added to the report table.

Creation of a new report

Click on . Select the respective machine via the search and click on the required report in the list. Then confirm the selection with the action . Specify all necessary information. Use the button

to attach documents. For more information, refer to the chapter Attachment of documents. To process a report further at a later date, save it by clicking

. Once you have entered all the information, save the report by means of the action

. The completed report can no longer be edited. If you want to create a PDF of it, use the action

.

Filling out a planned report

In the "Reports" section, select the appropriate line and click on . Once you have entered all the required data, you can finish processing using the action . If you want to create a PDF of it, use the action . If you wish to continue processing at a later date, save your entries by clicking on

.