When managing Close Call Reports, you can review the information previously submitted. You also have the capability of adding important details to the report that can only be done through the Supervisor Portal.
Accessing Close Call Report Details
From the Report Management menu, the second tile from the left will be labeled Close Call. On this tile, you will see the name of the person that submitted the report and their job title. Under this information, you will see INCOMPLETE. Once the report has been closed, this will change to COMPLETE. For more information on closing a report, click here
To see the report details and to add information, click the Close Call tile. The details of the report will appear on the right of the page (pictured below):
Managing Close Calls
The first portion of the Close Call report will display information that was submitted in the original report. Scroll to the end of the report summary to the next question, “Was an asset involved with the report?”
Was an asset involved with the report?
Depending on if an asset was involved with the report, click Yes or No.
- If you click Yes, two text boxes with drop-down lists will appear.
- Click the text box PLEASE SELECT ASSET CATEGORY and scroll through the list until you see the asset category that applies to the report.
- Or click SEARCH and begin typing the category name until you see it appear in the list. The category that was selected will appear in the textbox.
- Click the text box PLEASE SELECT ASSET and scroll through the list until you see the specific asset that applies to the report.
- Or click SEARCH and begin typing the specific asset name until you see it appear in the list. The asset that was selected will appear in the textbox.
- The pre-populated information for this specific asset will appear below.
If you select, No, continue to Save.