Appointment PDF Download (V8)

Appointment PDF Download (V8)

Overview

On the WO detail page, each checklist has its own individual PDF button, available when enabled at the checklist template level. However, this requires users to download and print each checklist separately.
A new PDF download button is now available in the Interventions section header, allowing users to select and download multiple checklists and log information together as a single PDF file.

The button is visible only when at least one checklist has been completed for that WO. 


Accessing the Feature

  1. Open a Work Order that has one or more completed checklists.
  2. Navigate to the Interventions section.
  3. Locate the PDF icon in the top-right corner of the Interventions.

Selecting Checklists to Download

  1. Click the PDF icon, a dropdown menu will appear.
  2. The dropdown lists all available information for the WO.
    1. To download specific information, check the checkbox next to each desired item.
    2. To download everything at once, click Select All.
  3. Click the Download button to proceed.
A blue bar will appear at the top to create the PDF. Please wait until this proces is completed and the file is downloaded.


PDF Output

The downloaded file is a single PDF containing all selected items. The PDF includes: 
  1. Car and customer information 
  2. List of interventions 
  3. Finished checklists: including all check results and their corresponding statuses
  4. Activity log
  5. Communication sign logs: All communication logs where the customer left a signature
  6. Attachments and taken pictures





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