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Submit a report

Start a report from Reports or from a task requirement, answer the questions, and submit.

Who can do this​

People who can create or update report responses. On web you will see Create a Report or Start Report when permitted. On mobile, submit is blocked if you cannot edit the form.

Before you begin​

  • Open the correct project
  • Know which template to use
  • Complete any required media uploads or signatures the template asks for
  • Stay online (mobile)
  • Have photos ready if the form asks for them

Steps — Web​

From Reports​

  1. Select Reports.
  2. Select Create a Report.
  3. In New report, choose the template and select Create now (or Start Report - … when shown).
  4. Answer each step/question.
  5. Submit the report when the form allows (follow on-screen submit controls for that template).

From a task​

  1. Open your Task Assignment.
  2. Under Requirements, select Start Report (confirm Start in the dialog) or View report.
  3. Complete and submit the report, then return to finish the task.

Steps — Mobile​

  1. Tap the report, or start one that is Not started.
  2. Answer each visible question. Required questions must be completed. Use Not applicable only when that option is offered.
  3. Add photos where the form asks. You can edit a photo before it uploads.
  4. When the form is ready, continue to submit.
  5. Add recipients or a message if the screen asks for them.
  6. Add a signature if required.
  7. Confirm submit.

If required questions are still empty, the app asks you to complete them first.

What happens next​

  • Web: the report appears in Reports with a status such as In progress or Submitted. Media may appear in Gallery. Scores may update on Dashboard after processing.
  • Mobile: the report status becomes Submitted. Photos appear in Gallery. A linked task may still need Mark task as done. If you have permission, you may later share the report, or unsubmit it to make more edits.

Troubleshooting​

  • No reports have been created yet. (web) — use Create a Report, or confirm templates are assigned to the project.
  • Cannot start a required report — contact the task creator or administrator.
  • You do not have permission to submit this form (mobile) — ask someone with edit access, or Contact Support.
  • Please complete all required fields before submitting (mobile) — go back and fill questions marked required.
  • Upload fails (mobile) — check the file size (150 MB maximum) and your connection.