Interim and final reports

A task has two kinds of report, and they solve different problems.

Interim reports

Added as the work goes along, whenever something needs recording or discussing: hidden work before it gets covered up, an unexpected find inside a wall, a question that needs the site manager's decision.

There is no limit on how many you add. Interim reports stay in the task's history.

The final report

Written once, when the task is completed. The form opens automatically when you press Complete.

It asks for a description, a comment and photographs.

Once the final report is added, the task moves to Report approval — which is what signals that the worker has finished.

Why the final report matters more than it looks

It is added automatically to the stage passport, which the manager then edits and publishes to the client. Everything else in the task stays internal, but this text and these photographs become part of what the contractor hands over at the end of the job.

So a final report describes the result, not the process. Not "took two days, it was awkward", but what was installed, from what, to what specification.

Review

The report goes to the manager, who opens it and decides: accept, and the task closes, or reject, and the task comes back with a comment.

What happens on rejection is covered in the article on completing a task.

Who can write reports

Both workers and managers can create reports, but the main author is the worker doing the job.

A submitted report cannot be edited. If something needs adding, add another report.

Next

Adding photos to a task

Completing a task

What is the digital object passport