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My Reports in the App

My Reports is where you'll find all your health and safety reports in the App plus tools to view, share, delete and sign your reports.

Updated over a year ago

Accessing My Reports

The "My Reports" feature is conveniently located at the bottom of the Home screen of the App. This feature allows you to access, manage, and review all health and safety reports you have created.

Viewing Reports

Once you navigate to the "My Reports" section, you will see a list of all your reports displayed in chronological order, making it easy to find the most recent entries or refer back to older ones.

Filtering Reports

To help you locate specific reports quickly:

  1. Tap the filter icon located in the top right corner of the "My Reports" screen.

  2. Choose the type of report you wish to view.

The list will update to only show the reports that match your selected criteria.

Managing Reports

Next to each report in the list, you will find a three-dot icon which provides additional options:

  • View: Open and review the details of the report.

  • Share: Send the report to colleagues or other stakeholders via email, messaging apps, or other sharing options.

  • Delete: Remove the report permanently from your records.

Adding Signatures

For specific report types such as SWMS (Safe Work Method Statements), Task Analysis, and RAMS (Risk Assessment Method Statements):

  1. Tap the three-dot icon next to the report.

  2. Select "Add Signatures" from the menu.

  3. Choose to either:

    • Request signatures from your teammates, prompting them to review and sign the document remotely.

    • Use the "Pass to Sign" option, allowing someone physically present to enter their details and sign the report on your device.

Handling Submission Errors

If a report fails to submit:

  • The report will be highlighted at the top of the "My Reports" list with an error message in red, indicating the need for resubmission.

  • Failed reports are automatically resubmitted by the system when you regain internet access.

  • You can also manually trigger a resubmission by selecting "Resubmit" from the options menu next to the report.

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