Delivery Sheet

In Rollouter, a Delivery Sheet is a digital document used to formalize and document the handover of IT assets (e.g., laptops, desktops, or other devices) to end users during a Rollout.

It ensures that all necessary information is captured, confirmed, and archived, making the handover process efficient, transparent, and legally compliant.

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Accessing & Completing Delivery Sheets

Delivery Sheets can be accessed and completed by Service Desk+ using the Delivery Sheet button, which is located in the Client Detail View.

On smaller screens, the button will disappear and become accessible through the 3-dot-menu at the top right.

It is also possible to set up a Checklist step for finishing the Delivery Sheet. In that case, the Delivery Sheet button will show up in both the CDVs and the Client Dashboards Checklist tab.

• In both cases, clicking the Delivery Sheet button will open up the Delivery Sheet modal.

• Depending on the Delivery Sheets status (i.e. Incomplete / Complete), layout and range of functions differ.

• Incomplete Delivery Sheets can easily be recognized by their purple-colored Delivery Sheet button.

• On the other hand, the Delivery Sheet button in finished state is green.

On both incomplete and complete Delivery Sheets, empty values will be displayed by ---.

Incomplete Delivery Sheet

For an incomplete Delivery Sheet, all information of the Fields Tab is being displayed. Furthermore, its possible to fill in the Place field with the location of the hand over. Date is read-only and will always display the current date & time. The Signed by field will be read-only and contain the Client User, in case one is assigned to the Client. If not, it will be empty and can be edited manually.

In the Client Signature field, the recipient can formally confirm the hand over by using the Technicians mobile device (e.g. Smartphone, Tablet, Notebook with Touchscreen).

The fields Place, Client signature and Signed by must all contain a value for completing the delivery.

Its always possible to Export a incomplete Delivery Sheet, the exported document will display the current state of the at the time of export.

Complete Delivery Sheet

For a complete Delivery Sheet, only the fields Delivered by, Signed by, Place, Date and Client signature are shown.

The shown fields are all read-only and can no longer be edited, they will always display the values at the moment of the completed delivery.

The User can Export completed Delivery Sheet, the exported document will display the state of the at the time of completion.

Completed Delivery Sheets cannot be altered in any way and thus provide an exact depiction of the Client at the time of handover, including all Default- and Customfields.

The completion will also be recorded in the Client-, User- and Rollout-History.

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Exporting Delivery Sheets

Delivery Sheets in both incomplete and complete state can be exported by Users Service Desk+. Clicking the Export button on the Delivery Sheet will open up a menu with two export-methods.

Send as Email

When selecting Send as Email, the corresponding modal enables the User to send the Delivery Sheet as PDF to the mail-address in the Receiver Email field.

If the Client has a Client User, the Receiver Email field will contain the Client Users mail by default.

Print

When selecting Print, a new tab with a preview of the PDF will open, with a Print button in the upper-right corner.

Clicking this button will open up the browsers print-screen, from where the User may save the Delivery Sheet as PDF or directly print it.

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Advanced functionalities

Rollouter offers several advanced features in regard to its Delivery Sheets which are accessible only for Users Rollout Manager+.

The Delivery Sheet Overview poses the only exception, it can be utilized by Users Service Desk+.

Hidden fields

Custom Fields can be hidden on the Delivery Sheet by selecting Hide on Delivery Sheet upon creating / editing the Custom Field.

This will only hide the Custom Field on the Delivery Sheet, the is not affected.

Deletion

Completed Delivery Sheets can be deleted by clicking the Delete button in the Delivery Sheet modal. This can only be done by users who are at least Rollout Manager.

After deletion, the Delivery Sheet will return to its incomplete state.

This action causes NO changes to any Custom Field values or the Clients Checklists. The deletion will be recorded in the Client-, User- and Rollout-History.

Delivery Sheets Overview

In the Delivery Sheet Overview (Inventory -> Delivery Sheets) the current amount of Signed (complete) and Unsigned (incomplete) is displayed, both in total number and in relation.

From here, its possible to download all complete Delivery Sheets of a specific Inventory by selecting the Download button of the corresponding Inventory box.

If several Inventories exist, all complete Delivery Sheets across all Inventories can be downloaded at once by clicking the Download all button in the upper right corner.

In both cases, a ZIP folder containing all completed Delivery Sheets will be created & downloaded. For Download all, the folder willl contain sub-follders for each Inventory.

Clicking either on the Signed / Unsigned fields or the corresponding area in the graphic, will forward the User to the Clients listing page with the appropriate Client Filter set.