Fill out Site Reports and Safety Reports with + Add
On the dashboard click on a project first, then click + Add.
In Add to Project, choose either Site Reports, Safety Reports or Recent Reports.
Pick a Form Template (Example: Daily Site Report).
Copy from an existing form (if available).
Fill out Site Reports and Safety Reports from project Day View
Choose a project.
In project Day View, scroll down to Site Reports and Safety Reports and choose an existing report.
Open a report you want to fill out.
Fill out / Create Site Reports and Safety Reports from the module
In Project Day View, press the four lines in the top right corner or simply swipe from right to left to open the left Project menu.
Fill out an existing report or create a new one by pressing the three dots in the top right corner.
+ Create Form (today's date) or Create Form by Date to choose a different Assigned date.
Fill out / Create Site Reports and Safety Reports from the hidden menu
Choose a template (for example Daily Safety Evaluation).
Choose to fill out an existing report or create a new one.