How to Edit Report/Checklist

Prerequisites.

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  
• Have editor permissions: Can adjust configurate settings and see approvals; they cannot delete data or invite portal users.

How to give user permissions: How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Edit a Report/Checklist

Step 1.

Navigate this panel and go to the menu on the left side of your screen, then select the “Report/Checklists” option.

 

Step 2.

Once you click, the following view will be displayed with all the reports created, as you can see in the following image. This view will show all reports related to the account.

Step 3.

Once you click on the Report/Checklist panel header, you will find a series of boxes that you can use to filter and find the reports you want to edit.

Each box allows you to filter by some specific information in the report:   

• Report UID: can be filtered using the configured UID of the report.
• Report Name: can be filtered using the report name.
• Account: can be filtered using the account name.
• Status: In this we can filter whether the scan point is activated or inactive.

Step 4.

After clicking "Report/Checklist", the following view will load, showing all the reports. You must click on the “Edit Icon” in the last column, in the row of the report you want to edit.

Step 5.

Once you click on the "Edit" option, a view will appear with three sections (Report Information, Report Fields, and Advance Options).

To edit a report in the first view, you can go to each of the following fields and modify them.  

Note: Only fields with * are required; those without are optional for configuration.

• Report Prefix: In this field, you can enter an identifying text before the name of the report. "eg-Mobo".
• Report Name: In this field, you must enter the report name.
• Choose Account: In this field, we must select the account to which we want to add the report.

Note: If you only have one site, only one will appear; if you have more than one, a list will appear.

• Tags: It is optional to add a tag already configured in the tags view.
• Shift: It is optional to add a shift already configured in the shift view.
• Personnel: In this option, we can assign this report to one or more personnel already registered on the portal.
• Report Visibility: In this section, we have three options: Webapp only, which will only allow the report to be completed from the web application; Mobile App, which will only allow the report to be completed from the mobile application; and Both (WebApp and Mobile App) in this option: You can complete the reports from the web application and from the mobile application.

We can also “Activate” or “Deactivate” the report by clicking on the checkbox.

To continue editing in the next section, navigate to the blue "Send" button and click on it.

Step 5.

After clicking on "Send," the following view is loaded, where you can edit your reports using the different types of fields.

Note: All the fields on the right side have the “Required” option deactivated. The use of this option is: When it is active, the field will be mandatory when filling out the report. If it is deactivated, the report can be filled out without having to enter information. in this field.

• Text: You must enter the name of the field. When completing the report, you can add a short text.

• Textarea: The field name must be entered; long text can be added when completing the report.

• Personnel: You must enter the name of the field, then you must go to the new field at the bottom, "Labels."  If this field is empty, the report will show all the personnel to choose from, but if not, you can choose a label that includes a group of personnel. 

• Time: The name of the field must be entered; when filling out the report, the time can be added.

• Date: The name of the field must be entered; when filling out the report, the date can be added.

• Check Box: In this selection field, when creating it, you must place the name for it, and in the value field, you must place the information separated by commas, for example, "yes, no, others."

When filling out the information from the application, the user must select the desired option.

• Drop-down box: This field is a drop-down box. When creating this field, you must place its name, and in the value field, you must place the information separated by commas, for example, "YES, NO, OTHERS.".

When filling out the information from the application, the user must select the desired option.

• Read-only: In this field, you must enter its name, and in the value field, you must enter the read-only text.

When filling out the information from the application, the user will only have this text as information.

• Email: In this field, you must enter the name of the field.

When filling out the information from the application, the user must enter an email.

• Password: In this field, you must enter the name of the field.

When filling out the information from the application, the user must enter the password.

• Radio button: In this options field, when creating it, its name must be placed and the information separated by commas must be placed in the value field, for example, "YES, NO, OTHERS.".

When filling out the information from the application, the user must select the desired option.

• Tags: In this field, you must enter its name.

When filling out the information from the application, the user can select the tags that will be listed in a drop-down.

• Device: In this field, you must enter its name.

When filling out the information from the application, the user can select the devices that will be listed in a drop-down.

• Scan: In this field, you must enter its name.

When filling out the information from the application, the user will have to scan a QR or NFC code.

• Link: In this field, you must enter its name; in the value field, you must enter a link, for example, "www.google.com."

When filling out the information from the application, the user can click on the link, and it will be redirected to the desired page.

• Table: In this field, you must enter its name; we will also have to fill out the following data:

     

Table Header Names: In this field, we must place the names of the columns separated by commas. Rows (Max 10): In this field, you must enter the number of rows you want to place. Columns (maximum 6) In this field, you must enter the number of columns you want to place.

When filling out the information from the application, the user will see this table from the application.

• Text in color: In this field, you must enter its name; in the value field, you must select the color.

When filling out the information from the application, the user will see the text of the configured color.

• Signature: In this field, you must enter its name.

At the time it is filled out form the application, the user must sign with their name.

Note: After reading all the types of fields that we have, you can now choose and select which ones you need to create your report. In some cases, you can create conditionals; in all of them, you can configure them as required, and in other cases, they are not required.

Then navigate to the blue button and click "Next" to continue with the report editing process.

Step 6.

After clicking "Next," the following view is loaded, where you can make the following configurations:

• Scan: By checking this scan box, the user will be able to perform the scan option on this report.
• GPS Coordinate: By activating this GPS checkbox when filling out the report, the coordinates of where the report is filled will also be sent.
• Site map: In this field, you can select an image that will be displayed in the report. To add an image, you must click on the "Browser" button after a pop-up window appears, where on your computer you must select the file.

• Show selection option in the app: In this section, you can activate or deactivate the type of multimedia you need for your report by clicking on the checkbox. When they are active, the boxes will turn blue.
• Selection is required: In this section, to indicate if multimedia will be required, click on the checkbox; when active, the boxes will turn blue.

In the last one, we have two options:

• Gallery or Camera: You can check this checkbox if the user, when filling out the report, can take a photo with the device's camera or can also search the gallery of their cell phone.
• Camera Only: You can check this checkbox so that when the user fills out the report, they can only upload photos from their device's camera.

You can also activate “immediate notification."  To begin this configuration, you will need to check the checkbox. After this, a new section will appear at the bottom with the following fields and settings:

• Add Custom Logo: You can add the company logo to the report; to activate it, you must mark the checkbox, and it should turn blue.

Note: Fields with "*" are required to continue with the process.

• Report Name: In this field, you must enter the name with which you wish to receive the report.
• Report To*: In this field, you must enter the email where the report will be sent each time it is made.
• Report Cc: In this field, you can add more emails where this email will be copied with the report.
• Subject*: In this field, you must enter the subject with which you wish to receive the report.
• Body*: In this field, you must add the body of the email you want when receiving the report.

PDF/HTML

In this section, you can select one of the three formats in which you will receive the report by clicking on the radio button of the desired option (PDF, HTML, or Excel).

To save the report, you must navigate to the blue button at the bottom and click on "Submit."

Have more questions? We're always here to help at: [e-mail]