How do I fill out a report as an Administrator or a Supervisor?
If you are logged in as an administrator, you have the option to fill out all report templates for all customers.
If you are logged in as a supervisor, you have the option to fill out report templates for customers in the customer areas that you have been assigned to. For more information regarding this, go to Company Structure.
The report templates can differ in appearance and content depending on the choices you made regarding parameter groups and parameters when you created the template.
In most cases, you will have the option to rate parameters, attach images and add a comment to each parameter.
In this article, you will learn how to:
- Start filling out a report
- Rate the parameters
- Attach images
- Add a comment
- Fill out a text field
- Sign the report
How to get started filling out a new report
|In the menu, go to Reports > Completed reports
|Click on Fill out new report
|Consider the following 4 things before you start:
|Click on Start to begin filling out your report
How to rate a parameter
|Next to a parameter, click on the dropdown menu and select the rating that you want
You can rate each parameter in a report
The type of rating depends on how you set up the report when you created it
You have three types of ratings: Dropdown, checkbox, and buttons
The rating types are covered in this article: Adjusting the values
How to attach images
|Click on in a parameter group
Click on Attach images and select your picture(s)
|Finally, press Save to add your pictures to the parameter group
How to add a comment
|Click on a Comment field next to a parameter
The comment field is visible on templates that have been set to one parameter column. In this field, you can either add a free text or a predefined comment, depending on your settings
You can learn more about this in the article: Adjusting the comments
How to fill out a text field
|Click on a Text field and add your text
These text fields make it possible to add comments that are not necessarily relevant to a given parameter, but which need to be added to the full report
How to sign the report
|Click on a signature field at the bottom of the report
If signatures have been enabled in the template's settings, you will have the option here to either draw or enter one or more signatures
Drag the cursor or your finger (if it is a touchscreen) over the field to draw a signature
You can also enter your name in the text field
|Click on OK to add your signature