Creating a Visit Report (Android/iOS)
To create the report for a visit:
- Navigate to the Visit page.
- Click on the option Report.
- Select the activities you want to include.
- Click Confirm. The visit report is displayed on the screen.
- Change the report language if required.
-
Click on the + icon and choose
Engineer Signature. This starts
the Sign Off section of the engineer. Specify the following
information:
- Engineer Signature
- Sign in the Engineer Signature text box. You can click Clear to clear the signature.
- Comment
- Specify the additional information, if any.
- Click Save.
-
Click on the + icon and choose Customer Signature. This starts the Sign
Off section for the customer. Specify the following
information:
- Customer Signature
- Sign in the Customer Signature text box. You can click Undo to clear the signature.
- Customer Representative Name
- Specify the name of the customer representative.
- Comment
- Specify the additional information, if any.
- Click Save.
- The signatures appear in the visit report. Click on the Finalize option. No changes can be made to this document anymore and the Finalize option on the visit report screen is disabled.