m-Post Training - Reports (Android)

In this article we will go through an in depth look at the Reports button and how an m-Post user can use the reporting options. 

• How to Complete a Report
• How to Close or Submit a Report
• What to do if you get "Unable to Close" When Submitting a Report
• How to Complete a Pending Report
• How to Fill Out Entry Fields
• How to Edit Entry Field Information

How to Complete a Report

To complete a report:

1. Tap on the orange REPORTS button.

2. Tap on the report you want to submit.

NOTE: you may scroll up and down.  Activities and incidents are pull down menus.

3. Tap the green START button

4. Tap the green Details to reveal details / instructions for the activity.

5. Select an instruction /detail and then fill out the pop-up entry field (for further details see How to Fill Out Entry Fields)

NOTE: you may scroll up and down.  Sections are pull down menus.

6. A green dot will indicate that the entry field was completed and add it to the COMPLETION counter.

 

How to Close or Submit a Report

To close or submit a report complete the entry fields and then:

1. Tap the green SAVE button.

2. In the Select Action pop-up box select File and close report or Submit for Follow-up.

Note: Some templates do not give both options.

If you select File and close report no more changes will be made to this report.  Verify that you want to close and submit the report by tapping the Yes button.

If you select Submit for Follow-up you or someone else can make changes to the report.  Verify that you want there to be follow-up processing to the report by tapping the Yes button.

 

What to do if you get "Unable to Close" When Submitting a Report

If you get a pop-up box that says Unable to Close when submitting a report it means the minimum required entries was not meet.

1. Tap the Ok button.

2.  Tapping the OK button will take you back to the instruction /details list. 

NOTE: Required entries that were not completed when the report was submitted will be indicated with a red circle. 

3. Tap the entry (or entries) with a red circle and fill out the pop-up entry field.

4. Once completed repeat the instructions on How to Close or Submit a Report

 

How to Complete a Pending Report

To complete a pending report:

1. Tap the Global Navigation icon at the top left hand corner

2.  Tap on the Pending Reports option.

3. A list of tall the pending reports for the Site you are on will display

Select the report you would like to edit.

4. A pop-up screen will ask you to confirm your choice.  Verify and tap Yes.

5. Select an instruction /detail and then fill out the pop-up entry field (for further details see How to Fill Out Entry Fields)

NOTE: you may scroll up and down.  Sections are pull down menus.

6. When you have completed all necessary entry fields tap the green SAVE button

 

How to Fill Out Entry Fields

When you select a Report there will be entry fields that will need to be completed to be successfully closed or submitted.

In this section we will go over the various entry fields (in alphabetical order) and how to fill each one out.

Checkbox

 

1. Tap the blank checkbox  (1)

2. A green check-mark will appear

3. Tap the check-mark icon SET button (2)

Date

1. The date will default to the current date.  If this is the date you want to select you can simply tap on the check-mark icon Set button (3).

2. To change the month, day or year you can tap on the  + button (1) to advance the month, day or year or tap on the - button (2) to revert the month, day or year.

3. However the desired date is selected, once it is set, tap the check-mark SET button (3). 

Hour

1. The hour entry field will default to the current time - hour and minutes.  If this is the hour and minutes you want to select you can simply tap on the check-mark icon SET button (3).

2. To change the hour and or minutes tap on the  + button (1) to advance the hour or minutes or tap on the - button (2) to revert the hour or minutes.

3. However the desired hour and minutes are selected, once it is set, tap the check-mark SET button (3). 

List / Radio List

The field entry for List / Radio List is selected from a pre-populated list by simply tapping on the desired selection. 

Multi Line Text Field

1. Type in appropriate text, notes or comments in the  Multi Line Text Field (1).

2. Once multiple lines of text have been entered, tap the check mark SAVE button (2).

Number

1. Type in a number.

NOTE: the number must be entered as a numeric symbol (0 -9) and cannot be spelled out alphabetically.

2. Once the desired number is entered tap the check mark SAVE button.

Signature

1.  Have the needed user (self, visitor, client, suspect, etc,..) sign the signature box with a stylus or finger.

2. Once the signature is verified tap the check mark SET button. 

Single line Text Field

1. Type in appropriate text, notes or comments in the Single Line Text Field.

NOTE: You are limited to entering only a single line of text.

2. Once a single line of text has been entered, tap the check mark SAVE button.

Yes / No

1. Tap either the YES or NO button.

2.  Once the desired selection has been made tap the check mark SET button.

 

How to Edit Entry Field Information

To edit entry field information:

1. Tap on the entry you wish to edit

2. Tap on the pencil icon EDIT button to edit the entry field.

NOTE: You also have the option to add a photo or video to the field entry by tapping the camera icon PHOTO button or the video camera icon VIDEO button.  Adding photos and videos works the same throughout the app.  To review how to add a photo or video please review the sections above, How to Add a Photo and How to Add a Video

3. Once the entry fields have been edited tap on the green SAVE button.