Reports & sending
Report statuses
| Status | Meaning |
|---|---|
| Not Sent | Saved as a draft. The mother hasn't received it yet. It can be edited or deleted. |
| Processing | Being sent. It can't be opened for a moment. |
| Sent | The mother has received it. |
How to find reports
Open the Report tab. The Reports list shows the newest first. Each card shows the activity, the mother or baby (a baby's age in days), the time, who it's by, any alert marks, and a Sent or Not Sent tag.
- Search by mother's name, baby's name or room.
- Filter by Role (mother or baby), Activity, Status, or date (Today, Last 7 days, Last 14 days, Last 28 days or Custom Date).
- Sort by name or room.
Tap a report to open Report Details. Tap a photo to see it full screen. Swipe between photos and pinch to zoom.
How to edit a report
- Open the report and tap Edit.
- Make your changes and save. "Report updated." is shown.
- You can edit Not Sent reports. To edit a Sent report, your role needs Edit Report After Sent Out.
- If you change the start time or the reminder, the reminder and its notification move too.
- Once the reminder has been ticked off, the start time, reminder and Carried out by can't be changed.
How to delete a draft report
- Open the Not Sent report and tap Edit.
- Tap Delete Report, then confirm "Delete Report?".
"Draft report deleted." is shown. Sent reports can't be deleted in the app. The centre can delete them in the Portal.
How to send reports to mothers
You need the Send Report permission.
- Tap +, then Send Report.
- The list shows all Not Sent reports. Search, filter or sort as on the Reports list.
- Tick the reports to send, or tap Select Visible Items.
- Tap Send Report.
"Report sent." is shown. The reports show Processing, then Sent within about 30 seconds. Each mother gets "New <activity> Report", for example "New Activity A Report" (or the alert, for an alert report).
Summary Report
Tap the Activity Report card on Home to open Summary Report. It lists each checked-in mother and baby with their latest report for each activity, so you can see what was last done and when. A baby who stayed after the mother checked out is still listed.
Troubleshooting
| What you see | Why, and what to do |
|---|---|
| No Send Report on the + menu | Your role doesn't have Send Report. |
| A draft isn't in the Send Report list | Its activity is set to never send reports (Disabled), or it's already sent or processing. |
| No Edit button | The report is being sent, or it's sent and your role doesn't have Edit Report After Sent Out. |
| "This report has already been sent." | Same as above. The Portal can still correct it. |
| The mother says she didn't get the report | Check it shows Sent. If it's Not Sent, send it. |
| You can't see some mothers' reports | Your branch has Restrict staff to assigned mothers on, and you aren't in charge of that mother. |