Scheduled Reports Overview (Video)

The Scheduled Reports module allows you to schedule reports to automatically email you or your team including recent reports, training status, inspection status, participation, follow-ups, and more. The example below shows a Weekly ‘Near Miss’ Reports that will send an email, every Friday at 4:30 pm, with a report detailing all Near Miss reports submitted …

Follow-Ups (Video)

The following is a transcript of the video guide: This is going to be an overview of the follow-up module in iScout, and basically the process for creating follow-ups and for reviewing observations that have follow-ups and doing the tasks and notifications, and basically everything that has anything to do with a follow-up.I’m going to …

How To Use Data Lists

iScout has built-in lists such as employees, equipment, field-offices, lines-of-business, and customers. At some point, there may be additional lists that you need to keep track of such as “Regions”, “Buildings”, “Shifts”, etc. These are called  data lists. For example, you may have a few reports where the employee selects a “Region”. You could embed …

Viewing Responses

Once you have  built a report, you will be able to view the responses via the iScout website. NOTE: You must have permission (within the Roles & Permissions page) to view (a.k.a. analyze) responses. Viewing Responses To view responses: Click the “Reports” menu button Click “Responses” for the report you wish to view Here you …

Submitting Forms and Reports (Video)

The following is a transcript of the video guide: This is going to be a walk through of what it’s like to submit a report on the iScout system. I’m going to bounce over to the website and I’m already signed in. If you have questions about signing in, or installing the app, or anything …

Viewing / Editing A Response

You can search completed reports via the  responses page. This guide walks through viewing and editing a specific response. Overview At the top of a response, you can see: Type of report (e.g. Near Miss Report) Report number – an automatically generated numeric id. (this cannot be changed) Submission date Duration – how long the employee …