Optional Signing of the Visit Report

Optional signing of the visit report is available for Mobile Service with LN 10.6 and higher versions and LN CE. Solution KB 2267559 must be installed.

With this functionality it is possible to make the signing of the visit report optional for the service engineer and/or the customer, or to always finalize the visit report without signing by the service engineer and/or customer.

There are two parameters available in the Mobile Service Parameters (tssoc0102m000) that influence this functionality:

Visit Report Signing by Service Engineer
Visit Report Signing by Customer

Note: In a multi-site environment, these parameters can also be defined by office in session Mobile Service Settings by Office (tsmdm1100m000).

Both parameters can be set to one of the following values:

Mandatory: When this value is selected the signing of the visit report is mandatory for the service engineer or customer.
Optional: When this value is selected the signing of the visit report is optional for the service engineer or customer.
Never: When this value is selected the signing of the visit report cannot be done by the service engineer or customer. It is still be possible for the service engineer or customer to add comments to the visit report.

Finalizing of the visit report can only be done when both parameter settings are met. So, for example, if Visit Report Signing by Service Engineer is set to Mandatory and Visit Report Signing by Customer is set to Optional, the visit report can be finalized when at least the service engineer has signed. The customer can also sign, but this is not necessary.

After the visit report is finalized and synchronized with LN, the Signed By field in Service Order Visits (tssoc2501m000/tssoc2501m100) session displays whether the visit report was signed by the service engineer, the customer, by both or by none.