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Creating and Filling Out an Inspection Report

How to create a new report, fill it out, save drafts with auto-save, and submit it.

Overview

Inspection reports in SwiftComply Stormwater use dynamic templates with configurable form fields. Reports are created at the site level and progress through a status workflow from Draft to Published to Approved.


Before you begin

  • Report templates must be configured by the SwiftComply team. Contact our team at help@swiftcomply.com to request a new template or changes to an existing one.

  • You must have access to the site where you're conducting the inspection.


Creating a new report

  1. Navigate to the program (e.g., Construction, Industrial).

  2. Click on the site where you're conducting the inspection.

  3. Click New Report.

  4. Select the report template from the available options.

  5. The form loads with fields defined by the template.


Filling out the report

  1. Complete each form section. Fields are color-coded:

    • White fields: Editable fields you fill in (text, select, date, checkbox, signature, geocoordinates).

    • Grey fields: System-prepopulated fields. These auto-fill with data from the site, your user profile, weather services, or the previous report. You don't need to fill these in.

    • Required fields: Marked with * or highlighted red if incomplete when you try to submit.

  2. Upload photos or documents in the attachment sections.

  3. Add deficiencies directly within the report if issues are found (via composite fields).

  4. Record BMP implementation conditions if applicable (via composite fields).

Grey prepopulated fields pull data automatically, site name, address, inspector name, weather data, and more. You don't need to fill these in.


Auto-save and drafts

Reports auto-save periodically as you work:

  • Your progress is preserved even if you navigate away or close the browser.

  • A notification bar shows 'Auto saving report' during saves.

  • The report stays in Draft status until you submit.

  • You can return to any draft report and continue editing.

Images are NOT auto-saved. You must publish the report to save uploaded photos.


Submitting the report

  1. Review all fields for accuracy.

  2. Click Publish (or Save and Complete).

  3. The report status changes from Draft to Published.

After publishing:

  • A PDF can be generated for the completed report.

  • Deficiency data from composite fields creates or updates deficiency records.

  • BMP data updates BMP implementation records.

  • The NOAA weather forecast is attached if the template is configured for it.

  • The report score is calculated if scoring rules are configured.

  • Reporting requirements for this site are marked as fulfilled.


Contractor reports

Contractors see a simplified interface when creating reports:

  • The form uses the contractor layout instead of the full admin layout.

  • The email button is removed.

  • The cancel button reads 'Go Back' instead of the standard label.

  • Only report templates available for the contractor's assigned Site Profiles are shown.


FAQ

Q: What happens if I lose my internet connection while filling out a report?

A: Auto-save preserves your progress periodically. When you reconnect, you can reopen the draft and continue. However, any unsaved changes since the last auto-save may be lost.

Q: Can I edit a report after submitting it?

A: If the approval workflow is enabled, an administrator can disapprove the report to send it back for edits. The editability of each workflow step is configurable.

Q: Why is the submit button disabled?

A: Required fields may be incomplete. Scroll through the form, incomplete required fields are highlighted. Also, the button is disabled during auto-save operations.

Q: How do I see my draft reports?

A: Draft reports appear in the site's reports list with a '[DRAFT]' prefix. You can also find them through the Report Status page.

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