4.1 Overview of reports
Reports are created and saved for individual work orders. You will therefore also find the reports in the work order overview. Click on the Reports button (clipboard) on the right-hand side,
to create a new report or view existing reports.
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You can only delete reports if they have not yet been synchronized. Reports are synchronized with every synchronization, regardless of whether the entries have already been submitted or only saved as a draft. |
4.2 Creating reports
First select one of the available report templates to create a new report. Please note that the report templates not only determine the design, but also which entry types can be displayed on them.
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When you sign the report, your name is automatically pre-filled and the current date is inserted under your signature. However, you can also enter a different name in the NAME field or deactivate the automatic insertion of the date. |
4.3 Further processing of reports
After you have pressed SAVE (diskette), the finished report will be displayed again. You now have the option of either sending the report as an e-mail (letter), printing it out (printer), opening it in an external program (arrow) or saving it on your device (floppy disk) by pressing the corresponding icon in the top right-hand corner.
You can also use the arrow button at the top left to return to the work order overview. Your report will then be saved and can be found in the report overview.
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4.4 Overview entries
In the overview of projects, assignments, standing orders, work orders and work steps, the OVERVIEW OF ENTRIES button is displayed at all times, which you can use to conveniently access the overview of all associated entries.
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If a small green cloud appears next to the entry icon, the entry has already been synchronized. Click on the SYNCHRONIZATION icon on the far left edge of the Workheld Flow Windows app (cloud with arrows) to synchronize the other entries as well. |
4.5 Editing entries
If you have only saved an entry as a draft or the submitted entry has not yet been synchronized, you can still edit it.
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