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 using the work orders list, which can be opened using these options:
- Menu | My Work
- Menu | Dashboard | Report Work
- Menu | Calendar
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 want 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.
- After deciding that you wish to print the report, a report preview screen is displayed for you to verify if 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.
After
printing the report, it will be attached to the work order to synchronize for
the Web CMMS.
Related Articles
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 ...
Mobile - How do I see the Work Order information?
To see information on a work order (WO), you have to go to the WO's list, select the desired WO and click on the information icon in the top right-hand corner. The information displayed relates to the selected WO, where the corresponding information ...
Mobile - How to view the attachments for the work order and their assets
To view the attachments of a work order, you must enter the desired work order and press the attachment tab on the lower corner. The attachments will be presented in 2 areas: Work Order - Attachments regarding the work order; Assets - Asset ...
Mobile - How do I create a Work Order?
The Work Order (WO) is the entity which represents the maintenance work to be performed for an asset or location. To create a work order, follow these steps: On the menu, select the option "New Work Order"; The work order creation window is ...
Mobile - How to see down time associated to a work order?
When a work order is in a stopped operating state, the system automatically records a down time for the asset or location associated to the work order. To change WO downtime reports, access the work orders list (Menu | Report Work) On the work orders ...