Viewing Your Findings Reports from an Assessment

Availability: all plans

When a provider completes an assessment at your property, the findings they choose to share with you appear in My Findings Reports. This guide shows how to read a report, download it and open the photos and files attached to each finding.

Before you start

Sign in to your customer account. A report appears only after your provider completes the assessment and shares findings with you. Findings the provider keeps private are not shown to you.

Steps

Open My Findings Reports. Each row shows the job title, the provider, the date assessed, how many findings were shared and the outcome of the assessment.
Select a row to open the Findings Report.
At the top, see the job title, the provider, the date and the Outcome. Select Download PDF to save a copy.
Read each finding in order. A finding shows a summary, its type, and a colored label for severity when it is more than informational. Severity can be Safety, High, Moderate or Low.
Where the provider added more detail, read the explanation underneath, and the Recommended list of suggested next steps.
Select a photo to open it larger, or select an attached file to open it.
Select All reports at the top to go back to the list.

Tips

Treat anything labelled Safety as a priority and ask your provider about it promptly.
Use Messages to ask your provider about a finding or a recommended step.
The PDF is useful for keeping a record of the visit or sharing it with someone else.

If something goes wrong

If you see No findings reports yet, no provider has shared an assessment with you.
If a report says "No findings were shared for this assessment.", the assessment was completed but nothing was shared. Ask your provider.
If you see "Unable to load your findings reports. Please try again later." or "Unable to load this findings report. Please try again later.", try again shortly.
If a report is not found, the link may be wrong, or the report may not belong to your account.

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