Create a Service Report (Full - Computer)

Objective: Create a Service Report (Full - Computer)

Service reports are a technician's 'story' about the work performed on a work order. Unlike simple service reports, full service reports can indicate multiple start and end times of work over a single date. Full service reports are meant to mimic payroll processes, so you can easily correlate work complete with time clock hours entered. Multiple service reports from the same technician can be entered at any time.  You can enter service reports from a computer or a mobile device.

TABLE OF CONTENTS

• Step-by-step Instructions
• Next Steps

Step-by-step Instructions

Verify if you're using simple or full service reports. Click here to view the simple service report help article.

1. Go to the Work Order Module from the welcome portal.
2. Click Work Orders from the navigation bar.
3. Click the action button next to the work order you'd like to add a service report to and click Add Service Report. Alternatively, you can create a service report from the work order overview or from the individual segment:
   • Work Order Overview: From the work order list, click Edit, then click the Service Reports tab, and finally click Add Service Report button.
   • Individual Segment: From the work order list, click Edit. From the Segments tab, click the three dots next to the segment of your choosing, and click Edit, or click the segment number. Finally, click the Service Reports tab and click the Add Service Report button.
4. A new window will appear. If the work order was opened with an asset, the unit number, year, serial number, and model will be automatically populated, if available.
5. Enter a Report Work Date. This will represent the date work was performed. 
6. Select the segment number of the work order.
7. In the Hours field, enter the machine hours at the time of work performed. This is not a required field. 
8. Click Save. You can now click on Time Activity to enter time entries.
9. Enter the start and end time and mileage travelled, if applicable. Then, enter the labor code attributed to the work performed. For example:
   • If the technician worked in the shop from 8AM - 12PM, the technician would choose the "Shop" code.
   • If the technician took a lunch break, they could enter 12:00PM - 12:30PM with the "Lunch" code.
   • And finally, if the technician went out to the jobsite, they could enter 12:30PM - 5:00PM with the "Field" code. 
10. If required, click Edit to update any previous time entries.
11. Click the Problem/Resolution tab. This will allow the tech to list the initial problem/complaint, what was found during diagnostics, and the resolution to the problem.
12. The technician can sign off on the service report. If completed, the technician can check Work Order Complete. This is a signal that the work order may be ready to be closed. 
13.  The technician can also add any images that may supplement their service report. 
14. Once complete, click Save. The service report will then be created in a "Submitted" state. 

For certain management roles, you can also create service reports on behalf of other technicians. To do this, follow all steps above, and select the technician's name on the service report creation window:

Next Steps