Custom mobile report – Printing
Technicians can have a custom report to
print the work order information. For that, you must create a report
with the desired structure and export the
file (.txt) generated for the BackOffice on the option "Mobile
Reports".
After accessing the work order detail,
follow these steps to print the report:
- Select the "3 dots" on the upper right corner;
- From the displayed menu, select the "Print" option;
- You will be asked if you wish to print the most recent data.
- If the answer is "Yes".
- Your internet connection is verified.
- If you don't have access to the internet, the following
message will be presented "You do not have internet access, so the
report will only include the data you currently have on your
device. Do you wish to continue?"
- If you answer "Yes", the process will continue
using the device data at the time of printing.
- If you answer "No", the window is closed and the
printing stops.
- If you have internet access, all data necessary for the
report will be downloaded.
- If the answer is "No".
- If you answer "Yes", the process will continue
using the device data at the time of printing.
- If the answer is "Cancel".
- The window is closed and the printing stops.
- If you wish to print the report, a list of all mobile reports
is presented on the screen for you to select the desired report. If no
report is defined on the BackOffice, the list is not presented and the
standard report preview screen is presented instead to check that the
information is correct. If you wish to print, select the checkmark from
the upper right corner. If the option "Signature" is active on
the app settings, two menus will be presented to be signed – one for the
technician, one for the customer and another one to insert the customer
name;
- After the signatures, the final report is generated as a PDF
and opened for preview on the app as a PDF by default;
- Next, you will be asked if you wish to send the generated file
via email. If you wish to send via email, a text box will be presented to
insert the desired recipient's email. This feature depends on the client
email used, because for some emails it is not possible to attach documents
from the app.
Related Articles
How to create custom mobile reports?
If you wish to create a custom mobile report, you must use our base report. Click the attachment to download the base mobile report.
Mobile - How do I print a work order report?
The technicians can print the work order report with or without the signature when ending or during the execution. To print a work order report, it is necessary to access the detail window of the workorder. The access to this detail is performed ...
Mobile - How to do Valuekeep CMMS's configuration?
The Valuekeep CMMS configuration can be performed using the login screen or using the application menu (Menu -> Configurations). The configurations are defined in the following areas: Base configurations Language – by default, the app uses the ...
Mobile - How to report consumptions from the requisition?
Mobile - How to report consumptions from the requisition? To report consumptions from the requisition, follow these steps: Access Menu | Report Work; On the work order list, select the work order you wish to report consumption; On the work order ...
Mobile - How to report/change or delete misc costs?
To report misc costs, you must perform these steps: Access Menu | Report Work; On the work order select the work order you wish to view/record the misc costs; On the work order options (3 dot icon) click on Misc Costs; A misc costs report list is ...