SaferMe Reports | How do I create a report in the web app?

How to get there 

To access the Reports page, Admins or Managers of the organisation must begin in the SaferMe web app.

Process

Creating a report

Admins and Managers of an organisation can create a report from anywhere in the web app.

1. Click the ADD REPORT button in the bottom left of the screen.
2. Select the location of the report. The location of the report is automatically pulled from the location of your browser. To edit the location, click and drag the pin around the map or type the address into the address bar.
3. Select NEXT.
4. Select a form. If you do not see the form you need to submit, please reach out to support@safer.me.
5. Select NEXT.
6. Complete the fields as instructed. Any fields marked with a red * are required fields that must be answered before submitting the report.
7. Once satisfied with the information provided, click SUBMIT.

Completed Reports

On the completed report, three tabs will appear:

• DETAILS shows the information as it was entered. To edit the information shown in the Details tab, select EDIT REPORT.
• MANAGE for managing the status of the report and who it is assigned to and;

• TASKS for creating and assigning a task or corrective action to yourself or another employee.

  To download a .pdf copy of the report, select the download icon on the left side of the screen.

If you have any questions about reports or would like additional advice on how to create reports in the web app, reach out to our team at support@safer.me