Production reports

Access

• Route: /safety (sidebar label: Reports)
• Permission: safety.view
• Offline: not available
• Phone: create/edit/submit redirect to the list; preview works on phone

You can

• Browse safety report templates (active/disabled, submission count, frequency)
• Create template with safety.create
• View, Edit, Submit due forms with update where routed
• Preview a form with safety.view (including on mobile)

You cannot

• Open Reports without safety.view
• Create/edit/submit without create/update
• Create/edit/submit on phone (preview only)
• Use this area offline

How to

Browse safety templates

1. Open Production → Reports in the sidebar.
2. Each card shows Active/Disabled, how many forms have been submitted (or Unsubmitted), and the repeat frequency.
3. Click a card to open its details.

Create a safety template

1. Click Create template.
2. Drag elements from the left palette onto the canvas to add questions — choices (dropdown, radio, switch, state), media (camera, files, signature), text (label, short text, paragraph), or other (time, temperature, date).
3. Click a question to edit its title, description, options and whether it's Required in the right-hand Design panel; use the row of icons to reorder, duplicate or delete it.
4. Switch to the Settings tab to set the Repeat type:
   • None — filled in on demand only.
   • Daily — triggers every day at Start and/or End of production.
   • Weekly — pick the days of the week, with an optional custom Start/End trigger per day.
5. Enter a template Name.
6. Click Save.

View, edit or submit a template

1. Open a template from the list.
2. Click Edit to change its questions or scheduling.
3. Click Submit form when a form is due (or from the Production blocking prompt), fill in required fields, and click Submit.
4. Submitted forms are listed under the template's History tab.

Preview a submitted form

1. From the template's History tab, click a submitted row to open it in read-only preview and review the answers, files, and signatures that were captured.

Delete a template

1. Open the template and click Delete.
2. Confirm the prompt to remove it.