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Making a Report Official
Members Public

What does making a report official mean? In a report for a workspace or project, you will see the option to make a report official under each document that is associated with that report. When you click make official you are allowing the report to show up in the Official

Connor Sampson
Connor Sampson
Reporting Center
Creating A Report

Creating A Report
Members Public

Creating a report in SRP in Field is fast and easy. Note that only Super Admins and Admins Team Members in a workspace or project can create a report for that workspace or project. Open the workspace or project that you want to create a report for.On the overview

Connor Sampson
Connor Sampson
Reporting Center

Project and Workspace Team
Members Public

Projects and Workspaces require that you add users to the team under the "Team" tab. This is to help secure the data and control who can create and update data in a workspace or project. To help create better access control in the workspaces and projects, we have created four

Connor Sampson
Connor Sampson
Projects vs Workspaces

Projects vs Workspaces
Members Public

In SRP in Field team members (SRP Environmental Employees) have the option of creating a project or workspace when starting a new job. Both are used to store information about the job. However, workspaces are used to contain muiltple projects for the same client usually for the same loss event.

Connor Sampson
Connor Sampson
Projects