For IT: Keep field engineers supplied with service reports
For IT: Keep field engineers supplied with service reports
IT sees 'Enviada' status leave engineers without visit details, risking missed on-site reports. It sends the service form to the assigned engineer on status change so technicians complete reports on-site.
Overview
When 'Enviada' records don't reach field engineers, on-site reporting stalls and logs go missing. This workflow routes the right service form to the assigned engineer as status changes, eliminating missed report entries and ensuring technicians complete on-site reporting before leaving.
Notable Features
- Dispatch forms on status change
- Attach visit details to forms
- Assign tasks to field engineers