Filling out a report as a Customer

How do I fill out a report as a Customer contact?

A customer contact can only fill out reports if customer permission has been granted in the report template settings. Likewise, permission needs to be granted for the customer to be able to see the completed reports associated with them.

In most cases, you will have the option to rate parameters, attach images, and add a comment to each parameter.

However, the options may vary from report to report depending on the settings of each template.

In this article, you will learn how a Customer contact can fill out a report through a web browser:

• Start filling out a new report
• Rate the parameters
• Attach images
• Add a comment
• Fill out a text field
• Sign the report

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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 2 things before you start:
	Location: Select the relevant location for the report Template: Select the template that you need for this report
	Click on Start to begin filling out your report

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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

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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

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How to add a comment

	Click on a Comment field next to a parameter (if available)
	Enter your comment

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How to fill out a text field

	Click on a Text field and add your text
	These text fields make it possible for the customer to add a comment that is not necessarily relevant to a given parameter, but which needs to be added to the full report

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How to sign the report

	Click on a signature field at the bottom of the report
	If signatures have been enabled, the customer can either draw or enter their signature
	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