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

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

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

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 (if available)

Enter your comment

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