1. Service Report Object

When the Service Report feature is enabled, the system automatically creates a predefined [Service Report] object. The [Service Report] object is linked to Work Orders, where one Work Order can generate multiple Service Reports. Each generated Service Report is stored in the attachment field of the [Service Report] object.

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2. Service Report Generation Status

When the Service Report feature is enabled, the system adds a predefined “Service Report Status” field to the [Work Order] object. After an engineer generates a Service Report via quick actions or process buttons, the “Service Report Status” field updates automatically. The available statuses include:

• Draft
• Incomplete
• Pending Customer Signature
• Customer Rejected
• Completed