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3 steps to get started with the Mobile App

What is Proactively, and what can it do for me?

Proactively lets you send information using a Mobile App instead of paper forms.  This could be: inspections, reporting incidents, spotting defects or hazards, or seeing a job well done.  It can save you time.  Because it is a mobile app, you always have it with you, where-ever you are.  

The information you send can only be read by people who have the right permission.  Your manager will read it, and may send feedback straight to your App, to show they appreciate your effort.  Any actions are tracked, so you know that something will get done. 

Now you have a real opportunity to make a difference, to improve your workplace and get recognition for it. 

Find out more about Proactively     

Choose how you will connect

Then follow the steps bellow to get started.  Each of the steps has a link with more details. 

Register with a password

log in securely and use more features

Register with a password

Get started with a password

Use a QR code

Quick and easy to get started. Use the system anonymously

Use a QR code

Get started with a QR code

1. Register with a password

The system knows who you are, so you can use more features like getting feedback and joining different teams. 

 1. Set up your Proactively account

Use the invitation email to set up a secure password and use it to log into the Web Portal

2. Get the mobile App 

Install the Proactively mobile App from Google Play or the App Store and log into it with your password 

2. Send a report

1. The welcome message may have clickable links to contact people quickly in an emergency

2. Choose your team – If you are in more than one team, click the one that  you are sending this report to.  If you are only in one team, you will not be asked. 

3. Choose the form.  Scroll down to see all the forms and click one to open.

4. Fill in the form.  You can add photos, sign with your finger,  and add all sorts of information.  

  • The info button helps you answer a question correctly
  • Required questions have an asterix (star) and you can’t send the form until this is answered. 

5. If you run out of time, press the ‘Save draft’ button.  Your form is now saved under the Drafts button on the App front page.  You can finish it later. 

6. Send – pressing this button sends the report from your phone and into the web portal.  Only people with the right permissions can read it.  Actions are assigned and tracked to completion. 

Note: Once sent, you can not read your report in the mobile app.  To read it, or make changes, go to the web portal.  

 
Click these links to find out more:

Open the App and choose a Form 

Fill in the form and send it

Save unfinished reports

3. Get feedback

 

In an Android phone, the Messages tab is at the top of the screen, and in an iPhone it is at the bottom.  Press to read feedback about your report. 

This is simple messaging to give you feedback.  If It you need to discuss the issue further, go and see the person involved. 

Get feedback 

 

 

Use a QR code

Use the QR code to quickly install the Proactively App and link it to the company.  Proactively does not record your name, and you are using the system anonymously.

1. Get the mobile App 

Install the App and then connect it to the company

2.Open the App and choose a Form

Understand the different types of questions and how to get help.  

3.Fill in the form and send it

  • Understand the different types of questions and how to get help. 
  • Learn more about how your company will use the information, who can see it, and how to change it if you have made a mistake.  

Have a go

1. Install the Proactively App on your smart phone or tablet

2. Look at the different forms that you can use. Each company will use different forms. Choose one that you can use now.  For example: a Hazard Report form or a suggestion form.  Look around your work area for hazards – perhaps things you could trip over, broken equipment.  Make it real, do not make it up.  

3. Fill in the form.  Notice the different question types.  There may be photos or signatures. 

4. Press ‘send’ to send your information into the system, or ‘cancel’ to delete the report and return to the front page.

Frequently Asked Questions

email: info@proactively.io

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