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en:sm:servicereport:open

Display and fill out Service report

Menu: <font color="darkorange"><b>Service -> Technician Schedule</b></font>
Menu: Technician Schedule

At the calender click on the <font color="darkorange"><b>Service Call</b></font> whose <font color="darkorange"><b>Service Report</b></font> you want to open.
Calender

A window will appear where you have to click on <font color="darkorange"><b>Open Service Call</b></font>:
Open Service Call

Now the default menu will open.
Please click on <font color="darkorange"><b>Service Report</b></font> ⇓:
Open Service Report [5.0]

At the mask of <font color="darkorange"><b>Service Report</b></font> you can fill enter the following points:

  1. <font color="darkorange"><b>Used Material</b></font>: Enter the working material which was needed for the job.
  2. <font color="darkorange"><b>Service</b></font>: Enter the activities which were achieved for the job.
  3. <font color="darkorange"><b>Work Report</b></font>: Describe what you have done to complete the task.
  4. <font color="darkorange"><b>Diagnostic</b></font>: At this point you can add additional attributes which can be individual configured.
  5. <font color="darkorange"><b>Documents and Attachments</b></font>: Add documents to the task.

Overview Service Report [5.0] <note>→ Explanations to editing attributes at the Diagnostic are on page Custom attributes & custom attribute groups</note>

When you are ready click on Save at the <font color="darkorange"><b>I want to</b></font>-panel.
Now the Service Report is ready and saved.

Display and fill out Service report since version 5.1

Overview of the Service report

FieldValueDescription
1. Used Material
Position - The position number is given automatically by system.
<font color="red" size=+1>NEW!</font>
Now in one row:
ID & Description
free text Here you can specify which material you have needed for your appointment. New description and ID is one field. For the search you can use the full-text search to find the right CI.
The <font color="red"><b>Condition</b></font> for the full-text search is that the CIs have assigned the attribute groupe Material.
Quantity numeric At the creation of a CI which has assigned the attribute group Material can be given with a default value for the amount and price. If they are not what you need you can change them immediately in the fields amount and price.
Date Created - The date is set automatically by system.
Price numeric Look at the description of Quantity.
Sum - Click on add to add the position and the sum calculated (=material*price).
2. Service
The same like Used Material.
<font color="red"><b>Attention:</b></font> The CIs have to assigned the attribute groupe Service and not <font color="darkorange"><b>Material</b></font>.
3. Work Report
Here you can write down additional information about the Service call. For e.g. if there was a failure or what to observe next time.
4. Diagnostic
Depending which attribute groupe is assigned you can make additional notes.
5. Document and Attachement
For uploading documents to the Service call.
en/sm/servicereport/open.txt · Last modified: 2011/04/07 10:38 by ksamson