Updated 10/22/2024
Completing Tasks or Corrective Actions on the Web
Tasks are assigned to you by supervisors or admins in the iReport system. You can view them and respond to them by adding notes and marking them complete.
NOTE: Corrective Actions are completed in the same manner as Tasks. However, they are listed separate for tracking purposes.
Log into the platform at http://ireportapp.com/login
2. Choose the location/project you want to view:
3. Your most urgent tasks are displayed in your My To-Dos located in the top middle of your screen. Those that are overdue will show first in red, and then in order by upcoming due dates:
4. Click on the task you’d like to view from My ToDos, and you’ll be taken to the details for that task:
5. Click Edit Task in the top right corner of the page to enter edit mode.
You can edit the description of the task.
You can use the Attachments section to add any photos (JPEG or PNG only) or documents (Word or PDF).
You will be asked if a photo is of a defective item. Use this to indicate anything in need of fixing or is unsafe.
You can use Comments at the bottom of the page to add any notes to this task.
6. Once the task is complete, click the green Complete button. This will mark the task as completed and will remove it from your My ToDos.
If you hit the Save button, then the changes made will be saved, but the task will not be submitted as complete.
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
Completing Tasks and Corrective Actions on Mobile
Tasks are action items assigned to you by supervisors, collaborators or admins in the iReport system. You can view them and respond to them by adding notes and marking them complete.
NOTE: Corrective Actions are completed in the same manner as Tasks. However, they are listed separate for tracking purposes.
Log into the iReportSource Mobile App.
On your My To-Dos find the tab for Tasks or Corrective Actions. The number of assigned items will appear in the ( ). Click the appropriate item to view the full list.
3. You will see a list of any tasks assigned to you that are not yet completed. Click on the task you’d like to view more details for, or to complete:
4. You will see details for the task along with the options of adding photos, documents, and comments.
5. Add photos and comments as needed
Photos can be taken live (Take Photos)
Or pulled from you photo gallery/camera roll
Comments are designed to keep a conversation on the task at hand, or to document any changes in the process.
6. If you need to come back to this task you are free to leave the page as your changes are saved as you go.
NOTE: A change constitutes items like adding a photo, or saving a note.
If you are finished with this task, you will mark the task as complete by clicking on Status at the top of the page and choosing Mark as Complete.
7. If you choose Complete, it will ask if you are sure. Marking a task as “complete” removes it from your view and lets the person who assigned it to you know that it has been completed. Hit Confirm or Cancel depending on if you are truly finished with the task:
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