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Filling out a report as an Employee

How do I fill out a report as an Employee?

An employee can only fill out reports if employee permission has been granted in the report template settings. Additionally, an employee can only fill out reports for a customer they have been assigned to in the system.

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 an Employee can fill out a report through a web browser:





How to get started filling out a new report

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In the menu, go to Reports > Completed reports
 
Click on Fill out new report

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Consider the following 3 things before you start:
 
  1. Workplace: Select the relevant workplace for the report
  2. Location: Select the relevant location for the customer
  3. 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

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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

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Click on Kamera_-_rapport.png in a parameter group

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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

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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

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Click on a Text field and add your text
 
These text fields make it possible for the employee 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

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

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Drag the cursor or your finger (if it is a touchscreen) over the field to draw a signature

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You can also enter your name in the text field

 

Click on OK to add your signature

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