Convert a Report (Administrator Only)
Incident, Risk/Hazard, and Safety reports can all be converted into the other.
Administrator users within Safe365 are able to convert reports, for those times where a user reports using the wrong type.
Where a report has different required fields, these will need to be entered before it can be saved.
All converts are logged within the Audit Activity Logs.
To Convert a Report:
- Navigate to the Performance Dashboard.
- Click into the report that needs converting.
- When in the report, click ‘Edit’.
- From the dropdown in the top right, select the report type to convert to.
- Click ‘Go’.
- You will need to enter any required information of the new report type.
- Click ‘Save and Close’.
(note all converts are logged within the Activity Audit Logs)