How do I manage reports and checklists?

Description:

Our reports builder is what sets us apart. We allow you to build/create as many reports with as many fields as you want. Most companies limit this. We call this enabling unstructured data. All reports that are created or modified immediately appear on the mobile app after the change. You can also take photos, video, audio evidence and it will be displayed on our reports.

Add:

1. Log in to the portal
2. Click on the Reports/Checklist link on the left under the Configuration section
3. Click Options at the top right
4. Click Add
5. Fill out the required field of the report ( ReportName)
6. Click Next
7. Click Add field
8. Provide a field name and field type (repeat the above for each field you want)
9. Click Next (choose additional options you want to be able to do when filling out a report/checklist)
10. Only select immediate notification if you want this to go out after submission vs. being scheduled
11. Click submit

Edit:

1. Log in to the portal
2. Click on the Reports/Checklist link on the left under the Configuration section
3. Click the blue edit button next to the Report/Checklist you want to edit
4. Modify the fields you want to modify on each page
5. Click submit button at the bottom

Activate/Deactivate/Delete:

1. Log in to the portal
2. Click the Reports/Checklist link on the left under Configuration
3. Select the square box to the left of the Report/Checklist ( you can select as many as you’d like)
4. Click Options on the top right
5. Choose ‘Activate’, ‘Deactivate’, ‘Delete'

******Definitions*******

Field Types:

• Text = Intended for short sentences 
• Textarea = paragraphs of text for longer information
• Personnel = system drop-down of people added to the personnel section
• Time = system timestamp
• Date = system date field
• Checkbox = one too many fields that you'll check off and will show as true or false on the report
• Drop Down = a list of values to choose from.
• Read Only = This allows you to provide instructions throughout the report and can be removed from the reports
• Email = an email field that allows a report to be sent to
• Radio Button = Values that you can select with a true or false but can only select one
• Tags = System field that will display a list of tags in a drop-down and tag the report accordingly
• Device = A System field that will display a list of devices in the system
• Scan = A system field that will display a list of QR Codes
• Link = Allows you to provide a link to a file or other time
• Table = Allows you to create a small excel-like table on a report