Once a report template has been set up (read how to do this here), completing reports for jobs is simple.
1. Locating Reports
Begin on either the ‘Jobs’ or ‘Reports’ modules and select the relevant job. On the left-hand side, you will see a navigation bar which lists all of the jobs features. Select ‘Reports’.
2. Reports Page
On this page, if you have previously built report templates, they will be listed under ‘Reports to complete’. Here you will also see previously completed reports, the user that completed them, and the date they were completed.
In the top right corner, you will also see the initials of each user that has access to those reports.
3. Completing a Report
For the purpose of this walkthrough, we will use the ‘Job Completion’ report set up for the ‘Demo Job’. The demo job can be accessed from the Dashboard.
Mandatory fields of reports are marked with an asterisk. You will not be able to complete a report without filling in the required data.
The first section is ‘Report Details’. This shows the name of the report, job type, and date and time it was originally created and will auto-fill.
For this report, all fields are mandatory and features:
Tick / Cross question
Short text answer question
Multiple choice - single answer questions
Image upload field
User signature field (with the option to add more)
Date (user is able to select from calendar view)
Time (user is able to select)
Once you have completed all of the necessary fields, click ‘Create’. If you would like to come back and finish the report at a later date, click ‘Save Draft’. When you press ‘Create’, it will then be shown on the ‘Reports’ page.
Here, by clicking the ‘...’ button on the same line as the report, you can share, view, download, create a task, or delete. Reports can not be edited once completed.