Creating a Visit Report (Windows)
This paragraph describes the process to create a visit report when signing of the visit
report is mandatory. Signing of the visit report might also be optional or not applicable.
Some or all steps described here do not apply then. See Optional Signing of the Visit Report
for more information.
To create the report for a visit:
- Navigate to the Visit page.
- Click on the option Report.
-
Select the activities you want to include and change the visit
report language and/or the visit report data language, if required.
Note: Only completed activities are displayed of the service engineer himself. Activities of other service engineers can also be displayed depending on visit report setting Allow activities of other service engineers to be included in the visit report.The displayed activities of other service engineers can also be uncompleted activities. Activities of other service engineers can only be included in the visit report if the other service engineers have completed their activities. The completed activities must have been synchronized with LN by the other service engineers and the resulting changes in LN must subsequently have been synchronized with the Mobile Service app of the service engineer creating the visit report.
- Click Confirm. The visit report is displayed on the screen.
- Click on the Signature icon.
-
Click Sign
Off option located below the Engineer signature section or click
on the Engineer Signature box. This starts the Sign Off
section. Specify the following information:
- Engineer Signature
- Sign in the Engineer Signature text box. You can click Undo to clear the signature.
- Comment
- Specify the additional information, if any.
- Click OK.
-
Click Sign Off option located below
the Customer signature section or click on the Customer Signature box. This starts the
Sign Off section. 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 OK.
-
The signatures appear in the right pane after both the engineer and the
customer confirm the signatures. Click on the Finalize option.
The signatures, names and comments are displayed on the visit report and a pdf of the visit report is generated. No changes can be made to this document anymore and the Signature option on the visit report screen is disabled.