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  3. Reporting

How to Submit a Report

Alan Blair
  • Updated
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Who is this article for?

 Users who have been given access to a report form.

 A form must have been distributed to you.

One of the most important parts of the Ideagen Coruson system is its powerful reporting system. This article will teach you how to submit a report into the system. It won’t explain anything to do with working on tasks and/or actions required by the report (please see the Reporting Guide for that) and instead focuses on the basics of entering data into Coruson.

To make this easier to learn, this article is split into 7 sections so that you can either walk through the steps in sequence or you can jump to the section relevant to what you are doing in Coruson:

  1. Create the Report
  2. Fill in the Details
  3. Add Any Repeating Sections
  4. Add Supporting Evidence
  5. Review the Report
  6. Submit the Report
  7. Further Reading
Using a mobile device? Look at our other articles to learn to submit your report using the Coruson app instead.

1. Create the Report

  1. Scroll down to the Reporting Forms section.
  2. Click on the tile to open your report.

OR

  1. Open navigation menu and go to the Reporting module.
  2. Click on the Add icon  and then select the type of report you would like to submit.

2. Fill in the Details

Now that you have opened the report you are ready to fill in the fields. Each form will have a different set of fields depending on what it is used for. However, every form will have some key details and mandatory fields which must always be completed. These are denoted by the  icon.

How to do it:

  1. Click in the first field to start.
  2. Simply type the response to the question.
  3. Push the tab key on your keyboard to move on to the next field or use the mouse to click on the next field.
  4. Use the mouse to use the controls for date/time fields by clicking on the calendar icon to enter a date and the clock  icon for a time.
  5. Use the mouse to annotate any images included in the report.

3. Add Any Repeating Sections

As the name suggests, a repeating section is a part of a form that can be completed over and over again. These repeating sections are generally used to capture different instances of the same information and are easily identified by a grey title bar.

Example: In an accident report you may need to collect personal details of different people. A repeating section can be used allowing you to gather the same information from different people, such as name, injury details, contact information, etc.

 How to do it:

  1. Click the menu icon  on the repeating section.
  2. Click Add New Details.

Submitting_a_Report_Repeater.gif

  1. Fill in the fields with the required information.

4. Add Supporting Evidence

Whether you’re reporting a near miss or an actual incident, attachments are a great way to include evidence to backup your report.

How to do it:

      1. Use the navigation pane to go to the Attachments section.
      2. Click on the upload button  .
      3. Browse for the file you would like to attach.
      4. Click [Open].

Selected the wrong file? Don’t panic! Hover over the thumbnail preview and then click the delete button  to remove it from the report.

5. Review the Report

Once you’re finished filling in the report it is good practice to review what you’ve written before submitting it.

How to do it:

      1. Use the navigation pane on the left-hand side to quickly move to sections of your report.
      2. Repeating sections will be shown as child items under the section they belong.
      3. The section containing your repeating sections will show a counter indicating how many repeating sections have been completed.

6. Submit the Report

When you are happy with the information you have filled in press the [Submit] button, then relax. Your job is done.

What happens next?

      1. You will see the filled in report (assuming you have been given access to do so).
      2. You will receive an email to confirm the report submission.
      3. If you filled in any fields that have been marked as confidential then the information will be automatically obfuscated. Only users with the appropriate access will see it.
      4. A workflow will be created behind the scenes and tasks and actions will be assigned to other Coruson users.
      5. Relevant personnel (e.g. task and action owners) will all receive an email notifying them of the report submission.

Further Reading

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