Create a Service Report (Simple - Computer)

Objective: Create a Service Report (Simple - Computer)

Service reports are a technician's 'story' about the work performed on a work order. Unlike full-service reports, simple service reports indicate a single start and end time for work over a single date. 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 full 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. If traveling, enter mileage travelled. 
8. In the Hours field, enter the machine hours at the time of work performed. This is not a required field. 
9. Enter the Start and End Time. This represents the work performed for this specific service report. 
10. If completed, the technician can check Work Order Complete. This is a signal that the work order may be ready to be closed. 
11. Enter the technician story in the Work Performed field. This field represents the description of work performed. 
12. To add pictures, click the Pictures tab.
13. 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