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Creating and Editing Reports in the Hub

Prepare safety documentation in advance and make updates to reports directly from the HazardCo Hub

Updated over 3 months ago

Who Can Create and Edit Reports in the Hub?

Premium and Complete:

  • Hub Admin and Hub User roles can create new reports from the Hub

  • Hub Admin and Hub User roles can edit any reports

  • Report creators can edit their own reports

Standard and Free:

  • Reports can only be created and edited using the HazardCo App

Why Create and Edit Reports from the Hub?

Creating and editing reports from the Hub provides flexibility for office-based work and advance preparation:

Common Use Cases for Creating Reports:

  • Office-based pre-planning documentation creation - Build detailed risk assessments with all necessary details before arriving on site, prepare toolbox meeting agendas before site visit

  • Template creation – Build comprehensive reports that can be saved as templates for future reuse

  • Update as needed on-site: Using the App's edit function once you're on site to update prepared reports

Common Use Cases for Editing Reports:

  • Correcting mistakes – Fix typos, incorrect dates, or other errors in submitted reports

  • Adding missing details – Include information that was missed during initial report creation

  • Updating information – Revise reports with new information as situations change

  • Office review – Make improvements to reports after reviewing them from the office

Creating Reports from the Hub

How to Create a Report from the Hub

  1. Log into the HazardCo Hub

  2. Select Reports from the left-hand menu

  3. Click the Create button

  4. Select the type of report you want to create from the dropdown menu

  5. Complete all required fields in the report form

  6. Add any optional additional information such as photos

  7. Click Save to create the report

Please Note:

  • All fields marked with an asterisk (*) are required

  • Submitted reports are immediately available in both the Hub and the App

Draft Reports

All reports created in the Hub are automatically saved as drafts as you fill them out. You can return and complete them later from the drafts tab without losing any of your progress.

To complete a draft report:

  1. Go to Reports in the Hub

  2. Click on the Drafts tab

  3. Find the report you want to complete in the drafts list

  4. Click the "Complete report" button on the left side or Options > Edit

  5. Once saved the draft report will automatically be removed from the drafts list and you're saved report will be available in the Completed list of reports

Creating Project Specific Reports

When creating reports that are linked to specific sites:

  1. In the report form, locate the Address or Location field

  2. Start typing the project address

  3. Select from the dropdown list of your existing projects (Project addresses will show a HazardCo logo on the left side

  4. Alternatively, enter a manual address if the site isn't yet set up as a project

Editing Reports from the Hub

Editing reports allows you to correct mistakes, add missing information, or update details without needing the mobile app.

Who Can Edit Reports?

  • Hub Admin and Hub User role can edit their team's reports from the Hub

  • Report creators can edit their own reports

How to Edit a Report

  1. From the Reports page, locate the report you want to edit

  2. Click the three-dot Options menu next to the report

  3. Select Edit from the dropdown menu

  4. The report will open with all previously saved information

  5. Make your changes to any fields as needed

  6. Click Save to update the report

What Happens When You Edit a Report?

  • The report is updated with your new information

  • The original version is replaced in the system

  • Earlier versions are saved by HazardCo and can be retrieved by contacting support if needed

  • The report date is updated to reflect when the edit was made

Editing Reports with Signatures (SWMS/RAMS/TA)

Important: If you edit a SWMS, RAMS, or TA document that already has signatures, all signatures will be removed from the document.

Why this happens:

  • This is a safety feature to ensure all reviewers approve the updated content

  • Changes to the document may affect the work procedure or hazards

  • All team members need to review and sign the updated version

What to do after editing:

  1. You'll need to request signatures again from relevant team members

  2. Use the Add Signatures option to send new review requests

  3. Team members will receive notifications to review and sign the updated document

Please Note:

  • Consider whether editing is necessary for documents that already have signatures

  • If possible, make all changes before requesting signatures

  • Communicate with your team when you edit and re-send documents for signature

Troubleshooting

I can't see the "Create Report" button

  • This feature is only available for Premium and Complete customers

  • Ensure you're logged in as a Hub Admin or Hub User

  • Standard and Free customers can only create reports from the App

I can't edit a report

  • Check that you have Premium or Complete subscription

  • Verify you're logged in as Hub Admin, Hub User, or you're the report creator

  • Verify that you aren't trying to edit a report created by someone outside of your team

  • Standard and Free customers can only edit reports from the App

I edited a SWMS/RAMS/TA and all the signatures disappeared

  • This is expected behaviour and a safety feature

  • Any edits to SWMS/RAMS/TA documents remove existing signatures

  • You'll need to request signatures again after editing

The report isn't appearing in the App

  • Allow a few moments for synchronisation

  • Ask the App user to pull down to refresh their reports list

  • Check that the report was successfully saved (look for a confirmation message) and isn't still in a draft state

  • Verify that the App user has an internet connection for syncing

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