SaaS Reports

SCIE

The Reports hub at /app/reports/ lists four SCIE report types. Each opens its own list, create form, and sign-off flow — without requiring an ERP work order.

Type	Model	When to use
Inspection	VisitReport	General site visit — equipment status, call reason, recommendations, photos
Fire Pump	TechnicalReport (FULL)	Pump room testing with H-Q curves and hydraulic compliance
Simple Pumping	TechnicalReport (SIMPLE)	Pumping checks without H-Q curve measurements
Fire Door	FireDoorReport	Door-by-door inspection checklist with photos and corrective chain

Screenshot Placeholder — Reports Hub Replace with /app/reports/ showing the four report type cards.

In the ERP dashboard, the same underlying models are often reached via work orders. In the SaaS App, technicians create reports directly from the Reports module.

Inspection Report

VisitReport

Inspection reports capture a technician's on-site visit — what the client reported, equipment inspected, findings, categorized photos, and client sign-off. In the SaaS App they are created directly at /app/reports/inspection/ without a work order.

Use inspection reports for general site visits — equipment status checks, fault diagnosis, corrective actions, and recommendations. For pump room H-Q testing use Fire Pump; for door checklists use Fire Door.

Routes

Screen	Route
Inspection list	/app/reports/inspection/
New inspection	/app/reports/inspection/new/
Edit existing	/app/reports/inspection/<uuid>/

Inspection list

From Reports → Inspection, technicians see all visit reports for the company. The list supports search, filters, and a card/list view toggle — same pattern as Installations and Clients.

Inspection list — list view with reference, installation, client, date, and status rows

Status	Meaning
Draft	Report saved but not yet signed and closed
Signed	Technician and client signatures captured; PDF generated
Completed	Report finalized and locked for editing
Delivered	Signed PDF emailed to the client

End-to-end workflow

Open the list and tap Add

Navigate to /app/reports/inspection/ and create a new report. The form opens with two tabs: Report and Sign-off.

New inspection — page title, Report / Sign-off tabs, and subnav toolbar

Fill identification and link the site

Search and select the client, then the installation and equipment (fire system). Email and tax ID auto-fill from the client record. Report number is assigned automatically.

Identification section — report number, client search with dropdown, email, tax ID, and cost center

Describe the visit and findings

Complete Reason for visit, Service (date, time, technician), and Findings (failure cause, action taken, recommendation). Set severity and equipment status at the bottom.

Add categorized photos

Tap + Add photos, pick images from the device, assign a caption and category for each. Photos appear grouped in the PDF under Anomalies found, Actions taken, or Safety measures.

Sign off and complete

Switch to the Sign-off tab, capture technician and client signatures, then use Sign and close (or Approve when PIN signing is off). The report becomes immutable and the PDF is generated.

Report tab — sections

The Report tab is split into labelled sections. Required fields block Save until client, installation, equipment, service date/time, and technician are filled.

Identification

Field	Required	Description
Report number	—	Auto-generated reference (e.g. RE-2026-000123). Read-only preview on create.
Client	✓	Search contacts by name. Selecting a client resets installation and equipment.
Client email	—	Read-only, pulled from the contact record.
Tax ID	—	Read-only NIF from the contact record.
Cost center	—	Optional. Used for responsibility terms; not printed on the PDF.

Reason for visit

Field	Description
What did the client report?	Free text — the call reason or complaint before the technician arrived on site.

Equipment

Installation search is enabled after a client is selected. Equipment search is enabled after an installation is selected. Serial number and location are read-only — they come from the selected fire system.

Field	Required	Description
Installation	✓	Client site — search by reference or name.
Equipment	✓	Fire system on that installation (type label shown in dropdown).
Equipment name	✓	Auto-filled from the selected system.
Serial number	—	Read-only from installation equipment data.
Location	—	Read-only physical location of the equipment.

Equipment section — installation, equipment search, name, serial number, location, and Edit button

On a new report, tapping New in the Equipment header saves a draft and opens the installation equipment wizard so you can register a fire system before continuing. On an existing report, Edit opens the installation's equipment tab directly.

Equipment wizard entry — new installation with inspection report in progress banner

Service

Field	Required	Description
Service date	✓	Date of the visit. Defaults to today on create.
Service time	✓	Time work started. Defaults to current local time.
Technician	✓	Assigned technician. Defaults to the logged-in user on create.

Findings

Field	Description
Failure cause	What caused the fault or issue, if applicable.
Action taken	What the technician did on site to resolve or mitigate.
Recommendation	Follow-up advice for the client or next visit.

Photos

Photos are optional but recommended. Each image is assigned to one of three categories and can have an optional caption. On saved reports, photos upload immediately via AJAX; on create, they are staged until the first save.

Category	Use for
Anomalies found	Defects, damage, non-compliance visible on site
Actions taken	Work performed — repairs, replacements, adjustments
Safety measures	Isolation, tagging, temporary protections applied

Photos section empty state — add photos button and no photos message

Add photos modal — thumbnail previews, caption, category dropdown, and Add to report

Screenshot Placeholder — Photos Section (filled) Replace with a saved report showing photo tiles grouped under all three category headings, with captions visible and remove/edit controls if can_edit.

Your company may enforce a minimum photo count or maximum limit via field service settings. The form respects these limits on upload.

Severity and equipment status

Both fields use large tap-friendly buttons suited for mobile use. Severity defaults to Normal; equipment status defaults to Operational.

Field	Options
Severity	Urgent · Normal · Low
Equipment status	Operational · Partially operational · Non operational · Decommissioned

Severity and equipment status — Urgent/Normal/Low and operational status buttons

Sign-off tab

The Sign-off tab has two sections: technician sign-off first, then client sign-off. Signatures are drawn on canvas pads (touch-friendly). When Auto-apply technician signature is enabled in Settings → Reports, selecting a technician pre-fills their saved profile signature.

Field	Description
Technician	Read-only display of the technician selected on the Report tab.
Technician signature	Draw on canvas or use auto-applied profile signature. Clear signature resets the pad.
Responsible name	On-site client representative name.
Client signature	Client draws on canvas before the report is closed.

Screenshot Placeholder — Sign-off Tab (Technician) Replace with the Sign-off tab showing the Technician sign-off section: technician name (read-only) and signature canvas with Clear signature link.

Screenshot Placeholder — Sign-off Tab (Client) Replace with the Client sign-off section: Responsible name input and client signature canvas.

Screenshot Placeholder — PIN Sign Modal Replace with the PIN confirmation modal shown when "Sign and close" is tapped and Require PIN to sign reports is enabled. Show the numeric PIN pad and confirm button.

After completion — options menu

On a saved report, the gear icon (⚙) in the subnav opens the options menu. Available actions depend on report status and permissions.

Action	When available
Print report	Signed reports — opens PDF with optional responsibility term
Print timesheet	When report is linked to a work order
Send email	Signed reports — compose email with PDF attachment
Sign and close	Draft reports with edit permission
Approve	When PIN signing is disabled
Duplicate	Creates a new draft from the current report data
Cancel	Removes the report from the list (with confirmation)

Screenshot Placeholder — Options Menu Replace with the gear dropdown on a completed inspection report showing Print report, Send email, Duplicate, and other available actions.

Screenshot Placeholder — Signed PDF Preview Replace with the generated inspection PDF (browser print preview or downloaded file) showing header, findings, categorized photos, and both signatures.

Send email and Print timesheet require a linked work order in the current SaaS build. Reports created directly in the SaaS App can still be signed, printed, and duplicated without a work order.

Fire Pump Report (H-Q)

Full technical reports include pump room data, measurement tables, H-Q curves, and EN 12845 hydraulic compliance results.

SaaS flow

Select installation and pump group
Complete pump room panel and measurement sections
Review hydraulic compliance badge (compliant / partial / non-compliant)
Sign off and generate PDF with embedded charts

Screenshot Placeholder — Fire Pump Form Replace with the fire pump report form showing H-Q section.

Simple Pumping Report

A lighter variant of the technical report — same pumping context but without H-Q curve measurements. Use when full hydraulic testing is not required.

Simple Pumping uses the same TechnicalReport model with variant SIMPLE. The form hides measurement sections that only apply to the FULL variant.

Screenshot Placeholder — Simple Pumping Form Replace with the simple pumping report form.

Fire Door Report

Door-by-door inspections with checklist items, photos per door, overall compliance status, and optional corrective follow-up reports.

Workflow highlights

Link installation and fire door system
Add doors individually with checklist answers
Attach photos per door
Overall status: approved, conditional, or rejected
Email signed PDF to client

Screenshot Placeholder — Fire Door Checklist Replace with the fire door report door checklist panel.

Drafts

Reports can be saved as drafts before final submission. Drafts persist form data and photos so technicians can resume after leaving the form.

Continue from installation

When a draft exists for an installation, opening that installation shows a Continue report banner with a link back to the in-progress form.

Start a report

Begin filling any report type — draft saves happen automatically or on explicit save.

Leave and return

Navigate away. The draft remains linked to the installation and report type.

Resume

Open the installation or use the draft URL. Complete and submit — the draft is deleted on final create.

Drafts expire after a configured period. An expired draft returns a 404 and the technician must start a new report.

Sign-off

The Sign-off tab on every report collects technician and client signatures, applies responsibility terms where configured, and seals the PDF when PIN signing is active.

Signature flow

Step	What happens
Technician signs	Draw or use pre-filled profile signature
PIN confirm (optional)	Technician enters personal signing PIN if required by company policy
Client signs	On-site client signature on the device
Complete	Report status moves to signed/completed; PDF becomes immutable

Company settings

Administrators control sign-off behaviour from Settings → Reports in the SaaS app (/app/settings/?tab=reports):

Auto-apply technician signature — pre-fills the technician pad from the user's saved profile signature
Require PIN to sign reports — enforces cryptographic sealing with a personal PIN; when off, a simpler approve flow applies
Cost center defaults — per-report-type default cost centers for responsibility terms

These settings are managed inside the live SaaS app, not from this documentation site. There is no separate Settings docs page in v1 — refer to your tenant administrator for configuration changes.