Change report name in the Reports section
Go in the Editor to the Reports area, open the desired report and click directly in the title in the upper left corner.
Change report name in the Orders section
Renaming the report title in the orders section works simply by clicking in the title and amending the text.
Best Practice Examples
Documents serve as templates for e.g. "Deviation Report". The document is a generic form, valid for a multitude of plants, processes or products, and in case of a deviation, a QR-Code is scanned, which calls up the form (QR-Code article). The deviation report is then filled in and the title is renamed.
Users can give individual names to generic reports (e.g. for the maintenance process) and find their report later more easily via search.
Reports can be generated from a recurring order. This allows you to differentiate between the individual reports and to search and find them more easily.
Please note ❗
Currently, this function is only possible for reports that have not yet been completed.