Convert Resident Self-Reports into Assessments
As a result of Resident Self-Reports being submitted from outside of the system through a URL link, the reports will appear in the "Entries Without a Task" folder in the Tasks module on the desktop console.
The reports must first be assigned to a task and team on the desktop console in order to allow mobile app users access to these reports for follow-up.
Once the Resident Self-Reports have been moved to a task that is assigned to a team, mobile app users can view the Resident Self-Reports. Mobile app users can also convert them to follow-up Residential Damage assessments in two ways:
Method 1 - Copy the Resident Self-Report into a Residential Damage Form
Mobile app users can convert the Resident Self-Report using the Copy feature to transfer the information to a Residential Damage form. Any information from the Resident Self-Report will populate into the Residential Damage form. Any assessment information conducted at follow-up can be added to that same Residential Damage form.
This will allow you to keep a record of the initial Resident Self-Report, in addition to transferring all of the info into the Residential Damage form.
For iOS Devices
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Open the incident and tap Collect Data.
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Select your resident self-report validation team, then select your resident self-report validation task.
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Tap Start, then on the screen with the list of entries, tap on the more options
button for the entry you wish to copy and choose Copy from the menu. -
From the form selection screen, tap Residential Damage.
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Tap Copy Entry at the top of the screen to confirm the choice.
For Android Devices
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Open the incident and tap Collect Data.
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Select your resident self-report validation team, then select your resident self-report validation task.
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Tap Start, then on the screen with the list of entries, tap on the more options
button for the entry you wish to copy and choose Copy from the menu. -
From the form selection screen, tap Residential Damage.
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Tap Copy Entry at the top of the screen to confirm the choice.
Method 2 - Change the Resident Self-Report into a Residential Damage Form
If the preference is not to copy the Resident Self-Report into the Residential Damage form, users can simply convert the report into the new form.
This will not retain a copy of the original Resident Self-Report and instead will simply transfer the submitted information to the Residential Damage form.
For both iOS and Android Devices
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Open the incident and tap Collect Data.
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Select your resident self-report validation team, then select your resident self-report validation task.
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Tap Start, then on the screen with the list of entries, open a Resident Self-Report entry.
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Tap on the blue Resident Self-Report link at the top of the page, then choose the Residential Damage form from the list.
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Enter the Residential Damage assessment information, then tap Save to upload the validated information.