Engineer Service Report Generation

I. Generating Service Reports by Engineers

1.1 Generating Service Reports via App

1. Click “Generate Service Report” at the workflow node or within the Work Order object.
2. Preview the report. To edit specific fields, click Edit to make adjustments.
3. For signatures, click “Send to Account for Signature” or sign directly on the engineer’s mobile device.

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1.2 Generating Service Reports via Web

1. Click “Generate Service Report” at the workflow node or within the Work Order object.
2. Preview the report. To edit specific fields, click Edit to make adjustments.
3. For signatures, click “Send to Account for Signature” or sign directly on the engineer’s mobile device.

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II. Account Signature for Service Reports

1. The Terminal user receives a WeChat/SMS notification or scans a QR code to access the service report preview page.
2. Click “Sign”, confirm the signature, and a signed PDF version of the service report will be generated.

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III. Service Report Outcome

• Once generated, the service report is stored in the [Service Reports] object, and the “Service Report Status” field in the Work Order object updates to “Completed”.

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