US English (US)
SA Arabic

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
English (US)
US English (US)
SA Arabic
  • Home
  • Workforce Connect
  • Working with Reports

Convert a Report (Administrator Only)

Written by Cameron Arney

Updated at October 10th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • FAQs
  • Admin Functions
    General Admin Functions User Management Subscription and Billing
  • Safety Culture
    The Modules Explained
  • Workforce Connect
    General Functionality Working with Reports Checklists Surveys Site Management
  • Submitting Reports
    Safe365 App Safe365 Web Portal
  • Insights
  • Workspace and Actions
    Actions and Workspace within the Browser Actions within the Safe365 App
  • Contractor Connect
    For Supply Chain Owners Contractor Connect Profile
  • Qualify365
  • Product Updates
+ More

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:

  1. Navigate to the Performance Dashboard.
  2. Click into the report that needs converting.
  3. When in the report, click ‘Edit’.
  4. From the dropdown in the top right, select the report type to convert to.
  5. Click ‘Go’.
  6. You will need to enter any required information of the new report type.
  7. Click ‘Save and Close’.

(note all converts are logged within the Activity Audit Logs)

transform report change report

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Editing Reports (Administrators Only)

Copyright 2025 – Safe365.

Knowledge Base Software by Helpjuice

Expand