Differences

This shows you the differences between two versions of the page.

--- field_report [2021/08/19 15:44] – [Field Report Add] darryl
+++ field_report [2023/06/20 08:51] (current) – external edit 127.0.0.1
@@ Line 3: / Line 3: @@
 A Field Report is a record created against a [[Call]], usually by an [[Employee|Engineer]] on [[Call2Field Mobile]] to detail their attendance to a job. Please see the Mobile section for details on how this is done in the field. This page will focus on Field Reports within Call2Field Online.
+----
 ==== Field Report Add ====
-To add a Field Report, click the Add Field Report button on the Call Field Report tab.
+To add a Field Report, click the Add Field Report button on the Call Field Report tab. Make sure that all of the required fields are filled in, as well as any non-mandatory details you wish to save.
 {{ :fieldreportadd.png?nolink&800 |}}
+Fill in the details for your Equipment (or Product Only) and add any Lines for Parts/Charges at the bottom
+{{ :fieldreportaddlines.png?nolink&800 |}}
+Click Save at the top of the screen to save your Field Report
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 ==== View / Edit ====
+Once you have saved a new, or selected an existing Field Report, you'll be able to load it and view it on screen.
+Some fields can be changed on this screen, whereas some will be locked. Across the top of the screen there will be a number of values to give you financial totals for the Field Report.
+{{ :fieldreportmodify.png?nolink&800 |}}
+Click Save after any changes to make sure they are saved to the database.
 ----
+===== Tabs =====
+There are multiple tabs across the top of the screen which each contain a different section of the Field Report. These are detailed below:
+==== Parts/Charges ====
+The Parts/Charges tab displays all of the Field Report Lines on that particular Field Report. From here, they can also be added, edited or deleted.
+{{ :fieldreportpartstab.png?nolink&800 |}}
+Click the pencil icon to edit any line.
+----
+==== Equipment ====
+The Equipment tab will show all Equipment that was populated on this Field Report.
+Each Equipment record will need to have a [[Fault]], [[Repair]] and Solution filled out against it to be saved. You can also tick the 'Show all Site Equipment' tickbox to view all of the [[Site|Site's]] Equipment, in case you wish to add extra to the Field Report.
+{{ :fieldreportequipmenttab.png?nolink&800 |}}
+For more information, please see the [[Equipment]] screen.
+----
+==== Questions ====
+The Questions tab will show any Questions which have been filled in against the Field Report, which aren't [[Equipment]]/[[Product]] specific. If they are, they'll appear under the Equipment that they were answered for.
+{{ :fieldreportquestionstab.png?nolink&800 |}}
+Changes can be made and saved from here if necessary.
+----
+==== Attachments ====
+The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
+----