Watch: generating a technical report
Swipe the screen to move between steps.
Step 1 of 5
Find reports
On the web, select Technical reports under Operations, or open a ticket's Reports tab. In the mobile app, open More, then Technical reports.
Filter the list by Type and Status (Draft or Final).
Generate a report
- Select Generate report.
- Pick the Source ticket. It needs a submitted diagnosis or completion report.
- Choose the Report type: Technical inspection, Root cause analysis, Service completion or Preventive maintenance.
- Choose the Document language: English or Arabic.
- Under Equipment, enter the Unit ID, Equipment, Location, Affected component, System type and Inspection date by hand.
- Add Engineer notes with facts the report should cite.
- Select Generate with AI and wait. It can take up to a minute.
Review and issue
Each report shows an AI drafted badge and who created it. Check every technical fact before you finalize.
- Edit: correct any section, and the Prepared by signature block.
- Regenerate: drafts the text again and replaces your edits, after a confirmation.
- Download PDF: a formatted document, right to left in Arabic, with the ticket photos appended.
- Finalize: locks the report as Final. This can't be undone.
- Delete: removes a draft.
Who can do this
Roles with the technical reports permission, Super Admins and Operations Managers by default.
Tips
- Review and save the diagnosis first. The report is drafted from what the ticket holds.
- Put real readings in Engineer notes. The report won't invent measurements that aren't recorded.
- Finalize only after the client-facing wording is right. A final report can't be edited.
Frequently asked questions
- Why can't I pick a ticket?
- It has no submitted diagnosis or completion report yet, so there is nothing to write from.
- Generation failed. What now?
- Wait a minute and try again. If the AI isn't configured on the server, ask your Super Admin.
- Does the client get the report automatically?
- No. Download the PDF and send it to the client.
Still stuck?
Our team can look at your request or account with you.
