Taking a Report in the Web App

You can fill in a report from your computer as well as from the phone. It is the same report: answers, photos and the signature all show on the phone too, and your client gets the same finished report.

This is for companies using HWIT Integrated Reporting. If you use MonitorQA or SafetyCulture, see this guide instead.

You need permission to add reports. A View Only user can’t take a report.

Start the Report

1. Go to Reports.
2. Find the report and click Take report. If someone has already started it, the button says Continue.

You can also open a report and click Open Report.

The first time a report is opened, you are asked how to start:

• New Report — start with empty answers.
• Copy Report — copy the answers from the last report for this property, then change what is different.

Answer the Questions

The tabs across the top are the sections of the report. Each tab shows how many questions you have answered. Click a tab to jump to it, or use the Section buttons at the bottom.

1. Pick or type the answer for each question.
2. To add a note, click Add notes.
3. To skip a question, click Skip. To skip a whole section, click Skip Section.

A required question can’t be skipped. Questions shown in red still need an answer or a photo.

Your answers save as you go. You can close the report and come back later with Continue.

Add Photos

1. On the question, click Add photos.
2. Pick one or more photos from your computer.

Photos must be JPEG or PNG. You can add up to 30 photos on a question and 150 on a report.

To delete a photo, click it, then click Delete photo.

Add a Video

1. On the question, click Add video.
2. Pick a video from your computer.

The video must be 30 seconds or shorter and 45 MB or smaller. Some phone videos can’t be played in a web browser — if yours is refused, save it again as an MP4 and try again.

A video counts as one photo toward the photo limit.

Raise an Action

To record something that needs follow-up, click Action on the question. The action is linked to the report and the question. See Working with Actions.

Fill the Report With AI

Click AI draft, type what you found on the visit, and click Generate Preview. Check the suggested answers, then click Apply. See Completing a Report with AI.

Complete the Report

1. When every required question is answered, click Complete Report.
2. If the report needs a signature, sign in the box and click Accept Signature.

After a few moments the report is ready. You can then:

• Click View Report to see what your client sees.
• Click PDF to download it.
• Send it to your client.

Change a Completed Report

1. Open the report and click Open Report.
2. Click Edit answers.
3. Make your changes, then click Done editing.

Changes show in the report your client sees straight away.