Step 1: Logging In and Selecting Report Type
The first step is to log into the Site Report Builder platform using your credentials. Once logged in, you can select the type of report you want to generate. For example, you might choose a safety report for a general safety overview, or an incident report to document a specific incident.
Selecting the appropriate report type ensures that the system generates a report that is tailored to your specific needs.
Step 2: Entering General Information
Next, you'll need to enter some general information about the report, such as the date and time of the field visit, the report name, and a brief background description. This information provides context for the report and helps to identify its purpose.
Providing accurate and detailed general information is crucial for ensuring that the report is clear and understandable to all stakeholders.
Step 3: Adding Observations and Media Files
This step involves adding your observations and media files to the report. You can upload photos, videos, and voice notes from your mobile device or computer. The system supports various file formats, including MP4, MOV, and JPEG.
Adding media files provides visual evidence to support your observations, making the report more compelling and informative.
Step 4: Generating and Reviewing the Report
Once you've added all the necessary information, you can generate the report. The AI system will analyze the data and create a comprehensive report with Relevant findings and recommendations. You can then review the report to ensure that it is accurate and complete.
If necessary, you can edit the report to add additional information or make corrections. Site Report Builder offers a user-friendly editing interface that allows you to customize the report to your specific needs.
Step 5: Exporting the Report
The final step is to export the report in your desired format. Site Report Builder supports various export formats, such as PDF and DOCX. You can then share the report with stakeholders via email, cloud storage, or other channels.
Exporting the report in a standardized format ensures that it can be easily accessed and shared by everyone who needs to see it.