Review reports

A report goes to the person chosen as Recipient when it is written. That person reviews it.

A submitted report with Accept and Return.

A submitted report with Accept and Return.

Who reviews

• The report’s recipient reviews it.
• A report sent without a recipient can be reviewed by HR, a director or a super admin.

Review a report

1. Find reports waiting for you. Open Reports and use the Submitted filter. On the director dashboard, the reports alert leads to the same list.

2. Read it. Check the text, photos and attachments. The report has its own chat for questions.

3. Decide. Tap Accept, or tap Return and write the reason — it is required.

Reviewing also works without a connection; your decision is sent when the network comes back.

After the decision

• Accepted. The report shows who accepted it. You can export it as PDF with Export PDF.
• Returned. The author sees the reason, edits the report and submits it again. It shows up under Returned until then.