• Reports Quiz

    Read a report Log into the web portal and open the Reports tab.  Choose a report and click to open it. What can you see? What can you see on this report ? Now open the Overview tab One of the questions in Overview asks ‘what is the cause?’  Why…

  • Why can’t I see a form in my mobile app?

    Ask a series of questions. You will probably need to see the person responsible for Proactively in your company who will have the correct permissions. Is the mobile form published? Permission needed: App design Click App Design and select Forms Scroll down to find the form you want to see…

  • Felder

    What are fields? The answer to a question is stored in a field. Each field has a field-name that describes the information it stores. For example, every time a reporter answers the question ‘Where is the injury?’, the answers are stored in field-name ‘body part’. Using fields To find a…

  • Unvollendete Berichte speichern

    If you are doing a long report, such as an audit, it may not be possible to collect all the data and finish it in one go.  You can save as draft and then reopen to finish it later How to save as draft How to open again

  • Was geschieht mit den von mir gesendeten Informationen?

    Who can see the information? Can I view reports on my mobile app? What happens when I send a report? The information appears in the reports tab of the Proactively Web Portal. Only people with a ‘viewing permission’ can see it Your report is read. Actions can be set and…

  • Senden Sie Informationen mit der mobilen App

    Understand the different types of questions Choosing a team Choosing a form Different types of question Using the camera Making a signature Info What else does the form show? Info Encrypted questions Required questions Sending your report  

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