After creating an assignment the dispatcher can start planning reports in advance, which are to be filled out by the service technician at the customer's site. The technician can use planned reports or create a new report.

Accessing the reports

Open an assignment, a project or a ticket. Then click under "Sections" on . Existing reports are listed in the table now displayed. The columns listed below contain the following information:

Column "Filled":

: Pre-planned report.
: The report has not yet been completed.
: Planned report that has not yet been completed.
: Planned report that has been completed.
: The report has been completed.

Column "Status":

: The report contains a warning.
: The report contains an invalid entry.
: The report contains no error/warning.

Column "Mandatory":

: 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 button. 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 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 .

Editing a report

If a report has already been filled in and you want to edit it, select it in the table and click on the button. By clicking on the button, you can change the machine for a report or depending on the prcessing status, change the remark or whether the report is mandatory.

Special feature of reports in assignment or project

When you add a report to the assignment, the report is also added to the project and vice versa. Planned reports, when added to the project, are also displayed in the assignment, but planned reports from the assignment are not displayed in the project.

You can see where the (planned) report came from in the table in the "Source" column.