Report and follow an incident on mobile
In Weplanify, the Report button of the app sends an incident in a few seconds; the manager takes charge of it and resolves it from their own phone.
In Weplanify, the mobile app lets you report an incident from the field, with photos, then follow how it is handled. Managers handle the incidents of their sites from the same screen.
Steps
- On the home screen, tap Report, or the Incident card under Make a request in Forms.
- Write What happened, choose the Category and the Severity. The Site of the day and the time (When) are already filled in: change them if needed.
- Add up to six Photos (Take a photo or Gallery), then tap Send the report. The incident opens with its follow-up.
- To find your incidents again, tap Incidents on the home screen, or My reports under Make a request in Forms. My reports sorts them into In progress and Done; if a manager assigned you an incident, the Assigned to me tab shows it: resolve it once the problem is fixed.
- Manager: the banner of incidents to handle, on the home screen, opens To handle. Open an incident, tap Take charge and confirm, then Resolve (a note, a photo if needed) or Close without action (a reason).
Good to know
- The home banner also shows for the person an incident is assigned to: it opens Assigned to me.
- Without network, the report stays on the screen: send it again as soon as the connection is back.
- If the company asks for the position, the app attaches it to the report.
- The Follow-up and discussion thread lets you write to the reporter or the manager.
- Assigning an incident, editing it or reopening it is done on the web: take charge or assign.
- Overview: incidents in the field.
Go further
Take charge of an incident or assign itIn Weplanify, a manager takes charge of an incident or assigns it to an employee, corrects its details and talks with the reporter in the follow-up thread.Report and follow up incidents in the fieldIn Weplanify, an incident is reported in a few seconds and warns the site manager, who takes charge of it and then resolves it with a short note.Report an incident from the webIn Weplanify, report an incident from your computer: what happened, the severity, the site and photos. The site manager is told right away, with no delay.