Visit report settings

This page provides an overview of the settings related to the visit report:

• Show completed activities before visit report: If this field is set to Yes, the completed activities are displayed as a list before generating the visit report. This makes it possible to select the activities that must be displayed on the visit report.
• Allow activities of other service engineers to be included in the visit report: If this field is set to Yes, it is allowed to include the completed activities of other service engineers in a single visit report. These can be service engineers who have worked on the same activity or on other activities of the same service order. This setting is enabled only if the Show completed activities before visit report is set to Yes.
  Note: This functionality is available for the Mobile Service integration with LN 10.6 and higher versions, as well as with LN CE.
• Visit report based on:

  This setting determines the selection of completed activities to be part of the visit report. When Show completed activities before visit report report is set to Yes, this setting only serves as an initial selection. The service engineer can change the selection of activities by adding or removing completed activities. Possible options:

  • Based on completed activities of the visit: Includes all the completed activities of the visit.
  • Based on completed activities of the order: Includes all completed activities of the service order.
    Note: Both these options only include the activities which the service engineer worked on.
  • Based on completed activities of all assigned service engineers: Includes all the completed activities of the service order for all service engineers which worked on the service order. This option is available only if the Show completed activities before visit report and Allow activities of other service engineers to be included in the visit report options set to Yes.
    Note: This option is available for the Mobile Service integration with LN 10.6 or higher and LN CE.
• Pdf conformance level for rtf templates: This setting indicates which pdf conformance level is applied to visit reports generated based on rtf templates. For example, when you select PDF/A-1b the pdf visit report is generated to conform the PDF/A-1b format. There are also 2 non-conformance levels: Rich Text and None. When you select one of these values, the resulting pdf visit report does not conform any PDF/A level. Rich Text is the default value for this setting.
  Note: This setting only applies to visit reports that are generated based on rtf templates. It does not apply to visit reports generated based on html templates.