Setting specific questions upon leaving site is essential for ensuring a consistent, professional service workflow, helping guide engineers through important steps. This process also minimizes administrative work and ensures thoroughness in the services provided.
View Setting
➡️ Profile Icon > Settings > Jobs > Job report template > View
Setup Job report questions
➡️ Do you want to set up leave job questions?
Choose one of the options based on your needs.
No I do not want to set up leave job questions
Yes I want to set up leave job questions
If Yes is selected a form to add a question will show
Question: Enter the question you want engineers to see when leaving site.
Help Text: Provide additional guidance or context, if necessary.
Required Checkbox: Check if the question must be answered to proceed.
Question Type: e.g. text, dropdown, radio button
Add leave job question.
Repeat as required for each question.
Managing Job report questions
Editing Job report questions
➡️ Click Edit > Amend > Click Save
Deleting Job report questions
➡️ Click Delete > Type "delete" > Click Delete