The New Report module is where you will likely spend the bulk of your time in the EDGEauditor app completing incident reports and other reports. Most, if not all, of the reports you see here should be familiar if you used the paper-based ones previously. This is because EDGEauditor has taken copies of all these reports and digitized them. For the purposes of this guide we are going to review non-incident reports.
Starting a New Report:
Select NEW REPORT from the app home screen.
Find the report you are looking for from the list that appears and select it to open it. If the report is inside a folder you will see a “+”. Simply select the folder name to expand the folder and reveal the reports belonging to it.
Linking to an Incident Report
If your report is able to be linked to an incident report you will see a blue LINK TO INCIDENT REPORT button located at the top of the screen just below the report name. Selecting this button will open up a dialog box where you can search by patient name (if incident occurred within the last 30 days) or incident report number in order to link it to the current report you are completing.
You can search by a partial match using patient first name or last name. If searching by incident # this needs to be an exact match.
Results will filter automatically after you have entered your search query.
Select the correct record from the search results to link it to the report. You will know the link has been completed as the button will change from blue to yellow at the top of the report and it will show the incident report number it is linked to.
To remove a linked report, simply select the yellow button. Select it a second time to go through the linking process again.
If you need to link a report to more than one incident report this can be done using the manager dashboard (explained later in this guide).
Saving Reports
Selecting the green SAVE button at the bottom of the report screen will display 3 options for saving. Unlike the incident report, there are no mandatory fields that must be completed before you can save a report.
Save Incomplete Report to this Device > Selecting this option saves the report to the specific device you are using, meaning to access the report again you would have to use the same computer, tablet or phone. To access this report again you would select Pending Local Reports from the app home screen.
Save Incomplete Report to Cloud > Selecting this option saves the incomplete report to the cloud, meaning you can complete the report on any device with the EDGEauditor app installed. To access this report again you would select Reports Saved In Progress To Cloud from the app home screen and then choose Other Reports in Progress.
Save and Close Out Report to Cloud > Selecting this option indicates you have completed the report and are submitting it for review/approval.
Regardless of the save option you choose, you will receive a prompt confirming your selection.
Pending Local Reports
If you started a report and selected Save Incomplete Report to this Device, then back on the main screen you will see a numerical value (e.g., ‘1’) in the Pending Local Reports module (as illustrated by the below screen shot).
Accessing Pending Local Reports:
Select Pending Local Reports from the app main screen.
Find the report you wish to finish from the list and select the edit icon (the one with the blue background). You can now go through and continue with the report.
Reports Saved In Progress To Cloud
If you started a report and selected Save Incomplete Report to Cloud, you will see a numerical value in the Reports Saved In Progress To Cloud module (as illustrated by the below screen shot).
Updating Reports Saved In Progress To Cloud:
From the app home screen select Reports Saved In Progress To Cloud.
On the next screen select Other Reports In Progress.
Find the report you want to finish and select the edit icon. If the report is currently linked to an incident report, the report number will show in the “LINKED TO” column.
Rejected Reports
After you’ve submitted a report (incident report, daily log, checklist, inspection, etc.) for approval by selecting Save Report > Save and Close Out Report to Cloud, it will appear on the manager dashboard (resort.edgeauditor.com) for supervisor or manager approval. If any reports have been rejected, it will appear as a numerical value on the Rejected Reports module on the app main screen (as illustrated by the below screen shot).
A report can be rejected for any number of reasons. It really depends on the standards set by your resort for report completion. If a report is rejected, the approver has the option to leave a comment so you can quickly tell what needs to be corrected.
Finding a Rejected Report:
Select Rejected Reports from the main screen.
Find the rejected report you’re looking for and select the edit button. You can now update/fix the report following the reason given for its rejection and then re-submit for approval by choosing Save and Close Out Report to Cloud.