Overview
After filling out an inspection report, the next step is to submit it. Depending on your workflow configuration, submitted reports may go through an approval process before they're finalized.
Submitting a report
Open the draft report you want to submit.
Review all fields for accuracy and completeness.
Click Publish (or Save and Complete, depending on your configuration).
The report status changes from Draft to Published/Submitted.
Your name and the submission timestamp are recorded on the report.
Make sure all photos are uploaded before submitting. Photos are NOT saved during auto-save, they're only saved when you publish the report.
What happens after submission
The report is visible in the site's report list with a Published status.
If weather forecast attachment is enabled on the template, the NOAA forecast is automatically attached.
Any deficiency data entered in composite fields creates or updates deficiency records.
BMP data entered in composite fields updates BMP implementation records.
Reporting requirements for this site are marked as fulfilled.
If scoring is configured, the report score is calculated.
Approving a report (Admin)
If the approval workflow is enabled:
Navigate to the submitted report.
Click Approve.
Your name and the approval date/time are recorded.
The report status changes to Approved.
Rejecting (disapproving) a report
Navigate to the submitted report.
Click Disapprove.
The report reverts to the previous workflow step.
The original submitter can edit and resubmit the report.
Generating a PDF
Published reports can be exported as PDF documents for regulatory submission or offline filing. The PDF reflects the report template's output orientation (landscape or portrait) and includes all form data, photos, and attached weather forecasts.
FAQ
Q: Can I edit a report after submitting it?
A: Yes. Published reports can be edited after submission. If the approval workflow is active and you do not have edit access, an administrator can disapprove the report to send it back for edits.
Q: Who can approve reports?
A: Administrators can approve reports. The approver's name and timestamp are recorded for audit purposes.
Q: Can I see all submitted reports across all sites?
A: Yes. Use Report Status in the left sidebar to see all reports with their current workflow status.
Q: What happens to the auto-saved draft when I publish?
A: The draft is converted to a published report. There's only one record, it transitions from draft to published status.