Completing and Submitting Field Reports
Record findings and submit the report into the review queue.
Required permissions: A technician account with an assigned request.
The field report captures what was inspected, where, when, and what was found, in a structure reviewers can rely on.
Before you begin
- Your assigned job package
- The approved technique sheet for the method, if one applies
- Instrument calibration confirmed
Step-by-step instructions
- 1
Open the report for your assignment
The job's customer, method, and context come with it.
- 2
Record the inspection details
Inspection date and location are required. Record your readings and observations in the findings field, include positions, indications, and measurements.
- 3
Set the overall result
Pass, conditional, fail, or inconclusive, your findings should support it.
- 4
Save a draft if you are interrupted
Drafts are private to your organization until submitted; you can return to them.
- 5
Submit
Submission completes required fields, locks the draft state, places the report in the review queue, and writes an audit entry.
Expected result
Your report is in the review queue with full context attached.
What happens next
Watch for reviewer feedback, returned reports appear in your portal with the reason recorded.
Fields explained
- Findings
- Your observations and readings, the evidence reviewers examine. Be specific about locations and sizes.
- Overall result
- Pass, conditional, fail, or inconclusive.
Statuses explained
- Draft
- Being written, not yet in review.
- Submitted
- In the review queue.
Important
- You cannot edit a report after submitting it, corrections go through the reviewer's return step.
Troubleshooting
Cannot submit
A required field is missing, the form highlights what is needed (inspection date, location, and findings are required).
Report disappeared after submitting
It is in the reviewer's queue, check the submitted reports section of your portal.
Related questions
Related guides
Related module
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