Record a report from an outside visit

1. Open Reports and scroll to Outside reports. Tap Add a report.
2. Pick who visited, or Someone else and type the name. Put in the date of the visit and the date the report came, and attach the report.
3. Answer Did the report have any findings? Pick Yes: add them and put each finding on its own line, or pick No, none.
4. Tap Save. Each finding becomes an Action on Actions, where you allocate and close it.

When it’s done

The report shows as a card under Outside reports, with how many of its findings are closed.

If it doesn’t work

• The card says Findings still to add: tap Add findings on it and answer the findings question.
• You picked No, none by mistake and the report did have findings: tap Edit, pick Yes: add them and put them in.