Quick Start Guides

Starting a Report

  1. Every account has a basic report template added to every project.

  2. You can create report templates for your projects on the web portal under the Admin Console depending on your FotoIN package level. (Please see the Web Portal QSG.)

  3. To start a report, tap Report from the gallery and a list of available templates for your current project location will be displayed.
    1. Project edit screen will pop up automatically, if there are multiple projects on the location or if you need to establish a new project.

  4. Select the Report you want to start and click Start Report.

TIP: Sync will download ALL new report templates from the web portal to the mobile app, assuming user has access.

 
Automated Project Confirmation for Reporting

Answering Questions
  1. Every report starts with the review of the Key information section.

  2. Start answering questions by entering data, selecting choices and snapping photos.

  3. To add an existing photo to a report from the gallery: tap on the camera icon or ‘Add Photos’ and then select the gallery icon. 
    1. Tap to add a single photo or long hold to select many to add

  4. To add new photo to a report: tap on the camera icon or Add Photos and then select the camera option. Make sure you have ‘Review & Edit’ turned on/off depending on how many photos you need to add.

  5. To add a new photo to a report: tap on the camera icon or ‘Add Photos’ and then select the camera icon. Make sure you have ‘Review & Edit’ turned on/off depending on how many photos you need to add.

  6. Tap on the Comment icon to add comments to the question.

  7. You can preview or delete the report by tapping 3 dots in the top right corner and selecting your options
    1. Export to PDF also lets you email or complete upload.

Answering report questions  *New question UI coming in February 2016.

TIP: When adding new photos to a report, remember you can take new photos as well as apply tags, add comments, and add annotations to those photos while still in the report.

Navigating Chapters & Sections
 
  1. Reports can be organized into ‘Chapters’ or ‘Sections’ for easier navigation during field editing.

  2. Tap on the Drawer icon in the bottom toolbar to open the ‘Chapters/Sections Drawer’
    1. Swiping from the left edge of the screen does the same action.

  3. Tapping on a chapter will open up the corresponding section.

  4. Close the drawer by sliding it to the left and continue snapping photos and collecting data.

Navigating Report Sections

TIP: All sub-chapters/sub-sections pertaining to one chapter, will contain the same questions.

Saving Drafts & Completing Reports
 
  1. Tap the Save button in the bottom toolbar to:
    1. Save Draft locally on in the app on the device
    2. Sync Draft to make it available on the Web portal for further editing and completion
    3. Complete Report to finish the report, create a PDF and file it to the correct folder in the storage system.

  2. Tap the three dots in upper right of the screen to:
    1. Export to PDF where you can also e-mail & complete the report
    2. Delete the report.

  3. Trying to navigate away from the report will prompt a dialog to ensure that none of the work is lost.

Saving Drafts & Completing Reports  *New question UI coming in February 2016.

TIP: When adding new photos to a report, remember you can take new photos as well as apply tags, add comments, and add annotations to those photos while still in the report.

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