Protocols

Service protocols

Service protocols are used to carry out the necessary reporting during the performance of the service trip work (but not only). In the course of such service work, it is usually required to provide the customer with a report on the work performed and present all costs of the visit/repair. The Fx app allows you to record this data using a mobile device for both online and offline work. The application allows automatic generation of protocols in the form of reports and sending them to the customer (online only).

The list of protocols is associated with the selected service event. One or multiple service protocols (multiple trips) can be created for a service event. The list of protocols is available in the details tab of the service event.

Figure 1. List of protocols

When an event is selected, detailed information about that protocol is displayed, divided into tabs.

The protocol details show the general details of the protocol and the status of this protocol:

Completed - work on the protocol has been completed
Checked - the service coordinator has checked and approved the protocol
Generated - automatically generated a protocol in the form of a PDF file and attached to the device (required configuration of vending machines on the server).

Figure 2. Details of the protocol

Information on the description of the work and the content of the full commentary can be found in the Text tab.

Figure 3. Details of the minutes - commentary

Details of the execution of maintenance work (hours, hazardous situation occurring, prices and value of the work/stock items) can be found in the Execution tab.

Figure 4. Details of the protocol - execution

The Other tab contains information about the people participating in the service work (multiple people can be specified) and actions related to the generation of signatures of the Contractor (acceptor) and the contractor. Automatically these signatures will be on the printed version of the protocol.

Figure 5. Protocol details - other

When viewing the data, the user has the option to generate the protocol as a PDF. After selecting the selected button, the application instructs the server to generate the protocol and the report is returned to the user, who can save it or email it to the recipient.

Figure 6. Protocol report generation

For proper operation of the generation of protocols in PDF form, the application must be in Online mode and connected to the synchronization server.

Adding a service protocol

Adding a new protocol is possible from the service protocol list window available in the service event details. The input window is divided into several elements:

General data on order/protocol parameters, status of spare parts, status of repair completion.

Figure 7. General

The description field allows you to enter a detailed description of the work in progress.

Figure 8. Description

The Execution tab allows you to enter the cost and pricelist part, record the time of work on the site. All this data can be found on the report generated by the system.

Figure 9. Implementation

The Storage tab contains all the items retrieved from storage necessary for the activity associated with this service protocol.

Figure 10. Warehouse

Adding items from the warehouse involves selecting the warehouse, searching for the items you are adding, specifying the quantity, and (optionally) adding the serial numbers of the devices/components you have taken from the warehouse.

Figure 11. Adding an item to stock

The Other tab contains the ability to enter a list of people present at the service work and the ability to provide an electronic signature by the Employee performing the work and the Contractor (contractor’s representative)

Figure 12. Other

Saving the information creates a new service protocol object.