Who Can Use Reports in the App?
Everyone can access their own created reports
Hub Admin/Hub User roles on Premium/Complete plans can also access all team member created reports and ones shared with your company by non-team members that have scanned onto your projects
Accessing Reports in the App
From the Home Screen scroll down down to the bottom of the list and find the 'Reports' option
Report Management Options
Options Menu Actions
Tap the three-dot menu next to any report to access the options menu:
The options menu contains a number of different actions you can take for each report:
View Reports
Open and review completed reports
View the report details and attached photos
Access PDF versions of submitted reports
Edit Reports
Use this to make changes to reports after they have been submitted
You can update information and add additional details as required and save
Please Note:
Only the creator of the report is able to edit it
If you edit a SWMS/TA/RAMS with reviews already completed then all signatures will be removed from the edited document and it will need to be reviewed again.
Editing will replace the original version. Earlier versions of the report are still saved and can be retrieved upon request by contacting support.
Share Reports
Send reports directly via email that includes an attached PDF
Enter recipient email addresses to share with supervisors, clients, or anyone else directly from the App
Delete Reports
You can delete any reports that are no longer required e.g. test reports or ones that were saved by mistake.
Additional options for SWMS, TA and RAMS only
Add Signatures
Collect required reviews and signatures
Send review and signature requests to team members
Use the pass to sign option to collect non-team reviews and signatures
Save as Template
Use this to save your reports into reusable templates to build a library of high quality and consistent SWMS/TA/RAMS that can be quickly created for similar jobs
Saved templates are shared automatically with your team and anyone that scans onto your projects
Finding Reports
Search and Filter Tools
Search function: Find reports by keyword, location, or date
Filter function: Filter the reports list by specific report types to quickly find the reports you need
Reports are listed
Status Indicators:
Quickly identify submitted and any failed to submit reports
Understanding Report Statuses
Submission Status Types
Submitted: Report successfully saved, that are available in both the App & Hub
Submitting: Reports still being processed e.g. those created without internet connection that still need to sync
Failed: Reports that failed to submit successfully. Tap on these reports to try submit them again manually.
Additional Review Status for SWMS, TA and RAMS only
Signed - All requested reviews have been completed and signed
Pending - One or more requested team member review still needs to actioned
Declined - One or more people have reviewed and declined to sign the document