...
After selecting the Field Reports menu button from the main Field menu, simply click the Create Report button. A pop up will display where you can select the type of report you want to create.
After selecting the type of report, you'll be directed to the report filter page for the specific field report that was selected. By default your current project and today's date will be filtered. You can use the search icon next to the project name if you would like to create a field report for a different project. If you have not been working in a project you will be required to search for one. Select the Search Projects button.
...
Tip |
---|
If you are creating a Daily Field Report, you can select All for the technician to run a report summarizing all of the field activities for all technicians. When using the date picker, any date appearing with a white number indicates there were records / activity for that day. |
After selecting your date and technician, screens similar to the following will appear if you are creating a Daily Field Report. The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.
|
|
|
...
Field | Description | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description |
| ||||||||||||||
Notes |
| ||||||||||||||
Alternate Title |
| ||||||||||||||
Report Label |
| ||||||||||||||
Include Discrepancy Log |
| ||||||||||||||
Capture Field Signature |
| ||||||||||||||
Digitally Sign Report |
| ||||||||||||||
Send Email |
|
Clicking the Preview button will generate a report for you to preview, but it won't save the report.
...
Reports previously created in the Field Reports module can be viewed on a mobile device. Simply click the View Existing Reports button from the main Field Reports menu.
A filter screen will display that allows you to filter previously created field reports by Technician, Report Type and Report Date. Selecting a report in the reports list will download a copy of the report PDF file to your mobile device and display it.