Everyone invited to a project can submit observations via the mobile application. Which reports the worksites can work with, and the templates for these, are set up by the account owner. The templates and workflow for reporting are called report flows in the system.
The report flow settings are highly flexible, allowing account owners to decide which questions and details should be requested from users during reporting. Once report flows have been created in the account settings, the account owner can activate specific report flows in different projects as needed. Report flow settings allow account owners to create more detailed reports in addition to the standard reports, such as risk observations or accidents.
How to create a new report flow:
Log in to the web platform.
Click the gear icon in the upper right corner.
In the menu bar that appears on the left, select Report Flows.
Report
Enter report details:
Add the report name.
Add a description of the report.
Add categories:
Under Categories, click Add Category.
Enter a category name.
(Optional) Add a description for the category.
Click Save.
Repeat this step to add as many categories as needed.
Select report icon and usage:
Choose which icon will represent the report.
Define the area of use.
(Optional) Add tags to further categorize or break down the report.
Tags help generate more detailed statistics.
You can select from tags previously created under Account Settings.
Set reporting options:
At the bottom of the page, use the toggles to decide if:
The case can be reported anonymously.
The report should be classified as an incident.
Click “Save” to continue.
Add instructions (optional):
Include guidance or examples, e.g.:
A definition of what an accident or incident means.
Information about what files should be attached to the report.
Building the Form
Use the drag-and-drop function to design your form.
Add sections and decide what each should contain.
To add a section or field:
Drag elements from Form Components into your form area.
Available field types:
Short text – For short written answers.
Paragraph (Text) – For longer text entries.
Description – For adding instructions or guidelines.
Date – To request a specific or current date.
Dropdown list – Add a title and one or more options (you can edit, delete, or reorder them).
Checkbox – Add a title and multiple selectable options.
Radio button – Add a title and several options (only one can be selected).
Image upload – Request specific images from the user.
File upload – Request specific file types or documents.
Number – Allow users to input numerical values.
Preview your form:
Click Preview at any time to see how your form will appear to users.
You can preview repeatedly while editing, until you click Save.
Actions and Follow-Up
Click Actions and Follow-Up.
Under Actions, you will see two buttons:
Activate Actions – Enables follow-up actions.
Automatically close case after corrective action – Can only be selected after actions are activated.
Add follow-up requirements:
Enter the requirement name.
Choose an existing form or create a new one.
⚠️ Note:
If you select Automatically close case after corrective action, you cannot add follow-up requirements.
💡 Tip:
You can:
Create multiple forms under the same requirement.
Or create multiple requirements with different forms.