Overview
Inspection reports in SwiftComply Stormwater use dynamic forms with configurable fields. Reports are created at the site level and progress through a status workflow from Draft to Published to Approved.
Before you begin
Administrators create and manage forms in the Form Builder, in Settings > App Settings > Form Builder (Beta) (see Getting Started with the Form Builder). For help with a form, contact help@swiftcomply.com.
You must have access to the site where you're conducting the inspection.
Creating a new report
Navigate to the program (e.g., Construction, Industrial).
Click on the site where you're conducting the inspection.
Click the create action for the report type, such as Create Inspection.
If more than one form is assigned to the site's Site Profile for that report type, select the form to use.
The form loads with its fields ready to fill out.
Filling out the report
Complete each form section:
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.
Upload photos in the form's photo fields, if it has them.
Add deficiencies directly within the report if issues are found (via composite fields).
Record BMP implementation conditions if applicable (via composite fields).
đĄ 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
Draft reports auto-save every three minutes while there are unsaved changes:
Progress up to the last auto-save is preserved 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.
â ď¸ Images are NOT auto-saved. Uploaded photos are saved when you click Save Draft or Publish.
Submitting the report
Review all fields for accuracy.
Click Publish (or Save and Complete).
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 form 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.
As for every user, the forms offered are the ones assigned to the site's Site Profile.
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: The button is disabled while the report is auto-saving, and re-enables when the save finishes. Incomplete required fields don't disable it: when you click it, the problems are listed at the top of the form.
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.