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定义家庭健康的服务报表模板
服务报表模板可帮助用户快速生成 PDF 格式的走访报表。您可以与客户和主管共享这些报表,以便在记录中记录访问的详细信息,并确保每个人在访问执行方式方面意见一致。您可以从“设置”中的“服务报表模板”页面为您的组织定义服务报表模板,然后将模板分配到适当的工作类型。

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您在此处:
服务报表模板可帮助用户快速生成 PDF 格式的走访报表。您可以与客户和主管共享这些报表,以便在记录中记录访问的详细信息,并确保每个人在访问执行方式方面意见一致。您可以从“设置”中的“服务报表模板”页面为您的组织定义服务报表模板,然后将模板分配到适当的工作类型。
| 适用于:带 Health Cloud 和家庭健康加载项许可证的 Enterprise 和 Unlimited Edition |
有关服务报表模板以及如何设置的更多信息,请参阅 Field Service 指南中的创建服务报表模板。

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