Visit Reports and Visit Documents

As soon as a visit is finalized and synchronized, its visit report is uploaded to LN and visible in session Service Order Visits (tssoc2501m000). The name in Service Order Visits is Uploaded Visit Report to distinguish this report from the Service Order Visit Document. A Service Order Visit Document is the output of session Print Service Order Visit Documents (tssoc2401m000).

Windows (up to solution 2169843)

  1. The Uploaded Visit Report is a pdf document based on the visit report template and is created and uploaded when finalizing the visit.
  2. If the parameter Visit Report for Mobile Service on Windows (up to solution 2169843) in Mobile Service Parameters (tssoc0102m000) session is based on Visit Report Template, then:
    1. The uploaded visit report is stored in Service Order Visits in LN.
    2. The uploaded visit report is sent to the Document Management System, if applicable.
    3. The uploaded visit report is distributed via Document Output Management, if applicable.
  3. If the parameter Visit Report for Mobile Service on Windows (up to solution 2169843) in Mobile Service Parameters (tssoc0102m000) session is based on Standard Report in LN, then:
    1. The uploaded visit report is stored in Service Order Visits in LN.
    2. Session Print Service Order Visit Documents is used to generate automatically a Visit Document in pdf format when finalizing the visit.
    3. The generated visit document is sent to the Document Management System, if applicable.
    4. The generated visit document is distributed via Document Output Management, if applicable.

Android/iOS (up to solution 2169843)

  1. The Uploaded Visit Report is a fixed html document and is created and uploaded when finalizing the visit.
  2. The uploaded visit report is stored in Service Order Visits in LN.
  3. Session Print Service Order Visit Documents is used to generate automatically a Visit Document in pdf format when finalizing the visit.
  4. The generated visit document is sent to the Document Management System, if applicable.
  5. The generated visit document is distributed via Document Output Management, if applicable.
Note: 
  • The visit report or visit document (dependent on the device or the parameter) that is stored in the Document Management System is visible in the Documents page of Mobile Service.
  • Only the generated visit document can be distributed via Document Output Management (DOM). The uploaded visit report containing the signatures cannot be distributed via DOM.

Windows/Android/iOS, as per solution 2169843

  1. The Uploaded Visit Report is a pdf document based on the visit report template and is created and uploaded when finalizing the visit.
  2. If the parameter Visit Report for Mobile Service in Mobile Service Parameters (tssoc0102m000) session is based on Visit Report Template, then:
    1. The uploaded visit report is stored in Service Order Visits in LN.
    2. The uploaded visit report is sent to the Document Management System, if applicable.
    3. The uploaded visit report is distributed via Document Output Management, if applicable.
  3. If the parameter Visit Report for Mobile Service in Mobile Service Parameters (tssoc0102m000) session is based on Standard Report in LN, then:
    1. The uploaded visit report is stored in Service Order Visits in LN.
    2. Session Print Service Order Visit Documents is used to automatically generate a Visit Document in pdf format when finalizing the visit.
    3. The generated visit document is sent to the Document Management System, if applicable.
    4. The generated visit document is distributed via Document Output Management, if applicable.