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Overview
Overview
The task reports function helps you explore tasks in the system based on search parameters.
Here's how to use it:
From the Site Inbox click on 'Switch to Manage Mode' then click on 'Task Reports':
By default, the system shows open incident reports (injury incidents, near misses). Click 'resolved' to see resolved reports or click 'open' again to see both open and resolved tasks at the same time.
Use 'Sort' to change the display order of results. The default is recently updated first:
You can add a date range filter to your results:
Or use predefined date ranges like 'last quarter':
Use 'Quick Filters' from the dropdown menu for common searches, like 'Automated corrective actions' or RIDDOR incidents:
Use the 'Filter' option to focus on tasks related to Site, Assets, or Employees:
Customise the information displayed using the display options:
Search for specific report templates using the Template filter section:
Note this only shows templates that have been used so far.
CSV Data Export
CSV Data Export
You can export the data returned in your task reports query into a CSV file for further analysis off system.
Entering Search Parameters
Entering Search Parameters
Free Text Searching
Free Text Searching
You can search for keywords, eg 'Fire' will show any task with the word 'fire in the task title.
If you use more than one free text search term it will return tasks with all terms in the title (i.e. it's an AND search not an OR).
If you want to search for a specific text string use quote marks eg "Fire Extinguisher".
TIP - You can view all tasks, including all sub-sites, by leaving the search-bar blank. If you manage multiple sites this is an easy way to see all tasks for all of your sub-sites in one place.
Label Searching
Label Searching
You can also use label searching. For example using label:template/incident.injury will show just injury accidents and label:injured/public will show reports where a member of the public is the injured party:
Combining Search Parameters
Combining Search Parameters
Mix label and free text searches to get the results you need.
For example, searching for "label:system/triggered_action first aid" with a 'site' filter will show all triggered actions related to site checklists with 'first aid' in the title.
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