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Reports

Using Site Activity Reports

Published on 01/24/19 by jose.vega@safetyspot.com
Release 2

Site Activity

Communicate with members of your organization easier with Site Activity Activity Reports. Start by going into the Reports tab and clicking on Site Activity. This will bring you to the site activity homepage where you can select the specific site in which you’d like to report an activity. After selecting the site, you are able to add reports and view existing records on the next page. When adding a new report, you will need to enter a date, select equipment if needed, and a message.

Step 1

Go to Site Activity Reports from the drop-down menu at the top, left corner.

Step 2

Select a site.

Step 3

Fill out the information under Add New Record; date, equipment, and explain the event/issue with this equipment. Save activity and the entry will be recorded at the bottom of te screen.

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Adding Action Taken

Once an activity report is saved, managers may go back and add any action taken regarding this issue.

Step 1

From the selected site's Site Activity page, locate the record, and click the small gear button to the right.

Step 2

Click on the box with the 3 dots on the right.

Step 3

Select Action Taken and fill in what action has been taken regarding this issue. Save activity.

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Add a Service Order Number

After an action is taken, a service order number may be added to this activity report.

Step 1

From the selected site's Site Activity page, locate the record, and click the small gear button to the right.

Step 2

Click on the box with the 3 dots on the right.

Step 3

Select Service Order Number and fill in the order number from this equipment being serviced. Save activity.

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Generate a Report

At the top of this site’s activity page, you will also find a tab that allows you to generate a report for a specified time frame. After entering the dates and generating the report, you may print the report or download it as a pdf.

Step 1

Go to the site's activity page.

Step 2

Click the drop-down arrow in the top, right corner.

Step 3

Select Generate New Report

Step 4

Select the date range, site, and select generate report.

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Report History

Managers may also view the report history, where every report generated for this organization is logged and identified by site.

Step 1

Go to the site's activity page.

Step 2

Click the drop-down arrow in the top, right corner.

Step 3

Select Report History. This will generate every report that for this site.

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