Adding the Issues List, Work Order Lines & Weather to SafetyCulture Reports

It is easy to add your Issues List, the Work Order Lines and/or the Weather conditions to your SafetyCulture report. All will be covered in this document.

You may want to add the Issues List to your reports in order to keep the list in front of your client so that items will not be forgotten. It is also a great way to keep an item open without having to document it on the report each time you conduct one.

In the report, the list will appear as follows:

In order to create this item, you need to first add a place to put the list in your report template. To do this, add a question and title it whatever you like -- I used “Issues List” in my example and I put it in the Information section of the report so that it is on the front page of the report.

You need to set the question type to “Text answer” and set the format to “Paragraph”. The second part is very important -- if you do not set it to “Paragraph” you will get an error message when creating the report.

Once you have the field in your template, you just need to add the linkage in Method so that the system knows what to put in the field you created.

In the SafetyCulture Template Management screen, you’ll find a special field called “Issues List”. All you need to do it select the description of the line you created above in the dropdown in that field as shown in this screenshot:

The next time you generate a new SafetyCulture report, this field will be filled in for you with all of the Issues from your Issues List that have been set to viewable by customer.

If you want to put the descriptions of the detail lines of the Work Order on your SafetyCulture report, you can do this using the same directions as for Issues above, except you’ll use the dropdown on the Template Maintenance screen for Work Order Lines.

You can add the Weather conditions to your SafetyCulture report in much the same way.

First, add a new field to your SafetyCulture template where you wish to display the weather conditions. Here the field is added to the template on the front page, but you can add the field anywhere you want. Set it to a “Text Answer”.

Next, you need to configure the linkage in the SafetyCulture Template Management screen to tell the system to fill that field in with the weather conditions. This is simply done by using a variable of WEATHER (all capitals) as the value of the line you wish.

In the “Detail Lines” section, click on Add Line. This will open up the second (Editing) window. Using the dropdown select the line of the template that you just created above. Then, for the value enter the word WEATHER. This will tell the system to retrieve the weather conditions at the time the report is created and put them into the report.

A note on how the weather gets determined and added:

1. The weather conditions are looked up using the Zip Code of the property.
2. If you are creating the report from the Route Technician app, the assumption is made that you are at the house at that time and the system will put in the current temperature and “feels like” temperatures, plus the forecast high/low and conditions (“partly cloudy”,”sunny”,etc).
3. If you are creating the report from the Home Watch Admin, such as generating a bunch of reports at one time, the system assumes that you will do the home visit at a later time. As a result, it will put the weather conditions and forecast high/low, but will not include the current temperature information (as it wouldn’t know the current as it doesn’t know when you will be there).