Work report template

A field report for security patrols, facility inspections and similar work. Includes site, date and staff fields, a time-stamped activity log with wrapped text, remarks, a customer signature box and approval stamps.

A4 portrait
24 merge fields
Issued as PDF

Join early access How to use it

Company names, people, addresses and amounts in the sample are fictional.
The sample layout is in Japanese. You can change any text in the template editor.

Sample of the work report template (first page of a PDF issued with DocRelay)

Use cases

Daily security and patrol reports
Building and fire equipment inspection reports
Maintenance and repair completion reports

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

Field	Description
`report_type`	Report type, used in the title
`number`	Report number
`reported_at`	Report date (YYYY-MM-DD)
`customer.name`	Client name
`company.name`	Contractor company
`company.office`	Branch office
`company.tel`	Phone number
`site.name`	Site name
`site.address`	Site address
`work.date`	Work date (YYYY-MM-DD)
`work.start`	Start time
`work.end`	End time
`work.kind`	Work category
`work.leader`	Lead
`work.staff`	Staff
`work.weather`	Weather
`work.result`	Overall result
`logs`	Activity log (array)
`logs.time`	Time
`logs.item`	Item
`logs.detail`	Details and result
`logs.status`	Status (〇, △, ×)
`logs.by`	Staff in charge
`remarks`	Remarks

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Work report". The layout and sample data are copied into your project.
Edit the company name, logo and field positions in the template editor to match your own format.
Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (work-report) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one

curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Work report", "from": "work-report" }'

2. Send data and issue a PDF

curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @work-report.json \
  -o work-report.pdf

work-report.json (sample data; arrays show the first item and long text is shortened)

{
  "template": "Work report",
  "format": "pdf",
  "data": {
    "report_type": "警備・設備点検",
    "number": "WR-2026-1024-07",
    "reported_at": "2026-10-25",
    "customer": {
      "name": "株式会社見本製作所"
    },
    "company": {
      "name": "サンプル警備保障株式会社",
      "office": "大阪北営業所",
      "tel": "06-0000-0000"
    },
    "site": {
      "name": "見本製作所 例示町工場",
      "address": "大阪府大阪市北区例示町7-8-9"
    },
    "work": {
      "date": "2026-10-24",
      "start": "18:00",
      "end": "翌 6:00",
      "kind": "施設警備（夜間）・定期点検",
      "leader": "小林 誠",
      "staff": "小林 誠、渡辺 翔太",
      "weather": "晴れのち曇り",
      "result": "要経過観察（1 件）"
    },
    "logs": [
      {
        "time": "18:00",
        "item": "業務引継ぎ",
        "detail": "日勤の担当者から引継ぎを受けた。来客予定・工事予定なし。鍵 24 本の員数を確認した。",
        "status": "〇",
        "by": "小林"
      }
    ],
    "remarks": "2 階東側の誘導灯（階段室入口）の点滅について、管理担当者の山本様へ 21:10 に電話で連絡済みです。交換までの間、巡…"
  }
}