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 fill out forms, users will need Create permissions for the specified form
Fill out Site Reports and Safety Reports with + Add
On the dashboard click on a project first, then click + Add.
In Add to Project, choose either Site Reports, Safety Reports or Recent Reports.
Pick a Form Template (Example: Daily Site Report).
Fill out the Report, then Save & Close or Save & Email.
Copy from an existing form (if available).
Fill out Site Reports and Safety Reports from project Day View
Choose a project.
In project Day View, scroll down to Site Reports and Safety Reports and choose an existing report.
Open a report you want to fill out.
Fill out / Create Site Reports and Safety Reports from the module
In Project Day View, press the four lines in the top right corner or simply swipe from right to left to open the left Project menu.
Choose between Site Reports and Safety Reports.
Pick a template (for example Daily Safety Evaluation).
Fill out an existing report or create a new one by pressing the three dots in the top right corner.
+ Create Form (today's date) or Create Form by Date to choose a different Assigned date.
Fill out / Create Site Reports and Safety Reports from the hidden menu
Swipe left on a project and select between Site Reports and Safety Reports.
Choose a template (for example Daily Safety Evaluation).
Choose to fill out an existing report or create a new one.
Learn more about filling out forms in the Web App!