Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to review the Company Forms, users will need View permissions for the corresponding forms.
Reviewing Company Forms
In Company Reports you will find all Company Forms as they've been created across multiple projects, by multiple users, and in-between a given date range.
To refine your view of submitted reports, use the Filters at the top of this page.
*Note; when filters are engaged, a red lightning bolt will appear as a reminder
In the Filters menu, you will find options to filter by Assigned Date, Project, Project Manager, Locked or Unlocked forms, Created By, and Assigned To.
There is also the ability to filter by Context, which refers to Safety, Site, Company, or Equipment Reports. Filtering by Type will filter based on the form's template (ex: Filtering by First Aid Record).
Filtering Forms on a Company level will allow more visibility into your Company's reporting. With this feature, you will always be able to find the forms you are looking for.
Note: To export your reports, start by Selecting reports that are needed for the export and click the Actions menu to choose Multiple PDF Export.
From there, users can choose either a .ZIP file or collated PDF.
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