Integrating Your Reporting System
The HWIT Fundamentals package works with its own built-in HWIT Reporting (the default) and with two external reporting systems, MonitorQA and SafetyCulture. This article covers connecting one of the external systems.
Click Settings on the side menu, then the Integrations tab. The tab lists each integration with its current setting; on the Reporting Integration row click Manage reporting integration to open it. When nothing has been connected yet the Reporting System shows Not connected.
SafetyCulture
Section titled “SafetyCulture”To integrate with your SafetyCulture system, choose SafetyCulture as the Reporting System and click Connect SafetyCulture. You are prompted for the SafetyCulture Username and Password — this should be the account for the primary user at your company so that the system works properly for all of your company users.
Once connected, use Resync templates from Reporting to pull your SafetyCulture templates into HWIT, and Resync SafetyCulture Users to match your HWIT users to their SafetyCulture accounts.
MonitorQA
Section titled “MonitorQA”If you purchased your MonitorQA subscription through HWIT, this step is completed for you automatically during onboarding. If you have your own subscription, choose MonitorQA as the Reporting System, enter your MonitorQA API key and click Connect MonitorQA; then run Resync templates from Reporting.
Horizons
Section titled “Horizons”The same drawer holds two settings that control how far ahead the scheduler works:
- Report Creation Horizon — days ahead to create the scheduled report/task in HWIT (default 60).
- Visit Form Generation Horizon — days ahead to generate the report form in MonitorQA or SafetyCulture (default 7). This field only appears when one of those two systems is connected.
Both save as soon as you leave the field. See Report Creation and Visit Form Horizons for how to choose the values.
Things to know
Section titled “Things to know”- Once a reporting system is connected it cannot be changed from this screen — the switch requires a backend conversion of your templates and pending reports. Contact support@homewatchit.com to move between systems.
- Renaming a template in MonitorQA or SafetyCulture does not automatically rename it in HWIT. Run Resync templates from Reporting to refresh every template name at once. See Editing a Report Template.