Help Center

Work Reports

What are work reports?

Work reports in enrutar are formal documents that summarize the work carried out during an appointment. They collect the most important information and allow the Customer or Operator to sign them as proof of the work performed.

Creating a work report

To create a work report, go to the appointment screen and click the document icon in the top menu. This will open a form that is automatically pre-filled with:

  • The appointment title
  • The recorded time
  • Other collected data

All this data can be modified before saving. You can also click on the Tap to sign box to allow the customer (or yourself) to sign the report.

Important notes

  • Once saved, a work report remains associated with the work order and appointment and cannot be modified.
  • Work reports can include documents that were attached to the work order's comments.
  • The report uses data from Comments (excluding resolved comments) to generate AI-assisted summaries.

Work report identifiers

Work reports use the Identifier System with the format prt-000000. These identifiers cannot be modified.

Work reports and permissions

According to the Permission System:

  • Users with restricted access can generate work reports only for their own appointments.
  • Users with management or full access can generate work reports for all users.

Filtering work reports

On the Work Reports screen you can filter by:

You can also use the search bar, date range filters and column sorting to find specific reports.