Updated 2/21/25
Once a report has been submitted for a location you have access to in iReportSource as a Supervisor, you will be notified via email or mobile push notification, depending on your notification preferences. This document describes the capabilities and responsibilities Supervisors may have after a report has been submitted to their location.
Viewing an Incident Report
1. Sign in to iReportSource on the web at https://www.ireportapp.com/login. Click on the location you’d like to view
2. Once you are in the location with the incident, you can find the incident by going to the menu and clicking on Incidents -> All Incidents, or the specific incident type:
3. Use the search bars at the top of the list to filter the results, clicking on the incident once found. You will then enter the incident.
4. On the detailed view of the report, you have access to all components on the Investigation and Action tab:
Editing Report Components
Click on the report component you want to view/edit.
**NOTE: Only Admin users can edit the Initial Report. If a mistake was made, please contact your appropriate Admin user.**
Click on the Action stage to complete the Root Cause and Corrective Action components.
Renaming the Incident
Based on your company’s preferences, you do have the option to rename the incident. Simply click the pencil icon next to the current incident ID, type in a new one, and hit Enter:
Downloading a PDF of the Report
Click the Download Reports button, choose which components you want to include and then click the Download button.
Choose what you would like included on the PDF from the dropdown and check box options. Click Download once you've made your selections.
**NOTE: For reports that have multiple incident types in them (ex. an injury and vehicle accident report) you will have the option of selecting one or both reports to pull data from. After doing so, you can check which section(s) you want downloaded:
Reviewing Edit History
The Activity Log to the right of the page shows any edits or actions that are made from the moment a report is created:
Viewing/Adding Attachments
Click the Activity Log drop down menu and then choose Attachments. This will show you any attachments already added, and at the bottom of the column you can click Add Attachments to upload additional files to the report.
**NOTE: Attachments is meant to be used for non-photo files. Supported files types are: PDF, Word Doc, Excel, MP4. If you have additional photos (JPEG and PNG file types) to add, please use the Photo Evidence component.
Viewing/Adding Comments
You can add comments and view those added by others by clicking the Activity Log drop down menu and then choosing Comments. Click Create Comment on the bottom of the column to add your own, or read those already added. NOTE: Comments are visible to all users who have access to this report.
Viewing/Adding Tasks
Click on the Activity Log drop down menu and choose Open Tasks. This will show you all tasks already created from the report as well as their due date and assignee. You can click Create Custom Task at the bottom of the column to add a new task to the report:
Viewing/Adding Private Log Entries
Click on the Activity Log drop down menu and choose Private Log. This will show you previous entries, and you can click on Add Log Entry at the bottom of the column to add a new one .
NOTE: These are visible only to you.
Changing Report Status
Click the Claim Stage button at the top of the page, and choose the appropriate status.
NOTE: There are steps beyond the Supervisor Summary that you do not have access to, so it is not advised to Close the report without approval from the incident owner:
For any questions, please don’t hesitate to contact Customer Success using one of the following methods:
Live chat within the website or mobile app (Need Help? button)
Email: support@ireportsource.com
Phone: 513-549-3459 x702