RettHMS in practice

Give the customer a readable report with selected content

The customer report gathers relevant records from one assignment into a PDF. Choose what to include, check the preview and send the downloaded file yourself.

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14-day company trial. You choose whether to continue. Employees are invited by the company.

Local RettHMS demo · fictional data. Demo entries remain in Norwegian.

First page of a fictional preliminary job report, with visible status at export — Actual local demo export · fictional data · page 1 of 4. Demo entries remain in Norwegian.

See a worked example

Documentation that shows where the work stands.

This is a preliminary report from a fictional job. It shows the status at export, open issues, unanswered checks and an SJA draft. It does not confirm that the job is complete or incidents are closed.

Download the fictional sample (PDF, 4 pages)

The company chooses the content, reviews the report and sends it to the customer itself.

Gather the records that explain the delivery

Select relevant check responses, measurements, before/after photos, findings and corrections from the assignment. The report identifies the assignment, issuer, date, version and status.

Fictional example: After a service job, the customer wants to understand the initial condition, work performed, checks completed and outstanding items. The report does not need your company's entire internal case history to explain this.

Keep internal information out

The customer report uses a separate selection of customer-facing content. Internal comments, restricted cases, participant lists, signature images and private contact details are not included automatically.

Relevant SJA content and status can be shown without attaching the full internal SJA report. Ordinary access to the workspace does not mean every record should be sent to the customer.

Resolve status and file checks before completion

Completing the report requires mandatory check points to be resolved and selected files to have been received and verified. Files awaiting checks remain private and cannot be included as approved files in a completed report.

Outstanding items must remain visible. A preliminary report must be clearly labelled and must not look like a completed final inspection. Records added after completion create a new report version; previous versions do not change silently.

Download the report and send it yourself

When the report is ready, review the preview and download the PDF. Your company chooses how to send the file onwards.

Report support does not provide automatic delivery, a customer link or digital customer acceptance. Report status is also separate from assignment and SJA status.

Good to know

Questions, answered.

Can the report be created offline?

A completed report needs internet access and a fresh, authorised read of the assignment data. Selected files must be received and verified; a local file or pending upload is not a ready report attachment.

How is a customer report different from an internal SJA PDF?

A customer report uses selected assignment content with privacy limits. The internal SJA PDF documents SJA versions, signatures and participant checks for authorised internal users.

Does downloading a report prove the customer received or accepted the work?

No. Your company sends the file itself. Downloading does not establish customer receipt, reading or acceptance.

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