Creating a Visit Report (Android/iOS)

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:

  1. Navigate to the Visit page.
  2. Click on the option Report.
  3. Select the activities you want to include.
    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.
  4. Click Confirm. The visit report is displayed on the screen.
  5. Change the visit report language and/or the visit report data language if required.
  6. 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.
  7. Click Save.
  8. 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.
  9. Click Save.
  10. 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.