Who Can Use Reports in the App?
Everyone can access their own created reports
Hub Admin & Hub User roles can also access reports created by other team members and reports created by non-team members for your projects
Accessing Reports in the App
From the Home Screen scroll down to the bottom of the list and tap on the 'Reports' option
View your own and Team members reports
The reports screen loads reports you have created by default, under the 'Mine' tab.
Hub Admin and Hub User roles can also tap the 'Others' tab to view team member and shared reports.
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:
Editing will replace the original version. Earlier versions of the report are still saved and can be retrieved upon request by contacting support.
Only the report creator or a Hub Admin are able to edit reports
If you edit a SWMS/TA/RAMS that has been reviewed all signatures will be removed from the edited version and it will need to be reviewed again.
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 reports
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 member reviews and signatures
Save as Template
Use this to save your reports into reusable templates for similar jobs
All templates are accessibly to 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 in chronological order with most recent first
Understanding Report Statuses
Status indicators show you which reports submitted successfully and which failed.
Submission Statuses
Submitted: Report successfully saved and available in both the App and Hub
Submitting: Reports still being processed e.g. those created without internet connection that still need to sync
Failed: Tap on these reports to try submit them again manually. The app automatically attempts to resubmit failed reports 5 times.
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 be actioned
Declined - One or more people have reviewed and declined to sign the document