01

Connect the work to approval

The final record should reflect the option the customer selected, not a broader list of possibilities.

02

Record relevant parts

Fitted-part and equipment notes help a future technician understand what changed.

03

Capture the operational check

The note records the controls, movement or safety functions checked as appropriate to the job.

04

Leave remaining concerns visible

Anything outside the completed work belongs in a separate next step rather than disappearing from the record.