Registers screen

Registers is where the forms your crews submit are kept and read: hazard and incident reports, Take 5s, inspections, prestart meetings, check-ins, journey management plans (JMPs), emergency response plans (ERPs), job safety analyses (JSEAs) and inductions. Open it from Registers in the menu.

Open a register

Choose one in the list at the top. It opens on All Forms. The others are Hazard Reports, Incident Reports, Take 5s, Equipment Inspections, Drill Rig Inspections, Daily Prestart Meeting, Check-Ins, JMPs, ERPs, JSEAs and Inductions. Each shows in the same list, newest first, with that register's own columns followed by Project, Client, Sent By and Submitted On.

A note beside the register list says what you are looking at:

the large registers (All Forms, Take 5s, Equipment Inspections, Daily Prestart Meeting, Check-Ins, JMPs and Inductions) show the last 30 days, with the number of rows shown;
the small ones (Hazard Reports, Incident Reports, Drill Rig Inspections, ERPs and JSEAs) show all of your profile's records.

The list refreshes itself every 15 seconds. It waits while you have rows ticked, so untick them to see new forms.

On a phone the list shows each form as a card, with the date, who sent it and its client and project; tap a card to choose it for Preview, Download or Delete. The count line sits above the cards, Filters opens over them, and Export and the other buttons the toolbar has no room for are under its "...". On a tablet and a computer the list keeps its columns and fills the window.

Find older forms

Choose Filters and set a From Date earlier than 30 days ago. Set a To Date if you want one.
The note changes and a Search the whole list button appears. Choose it.
The list shows the forms from the whole register between your dates, and the note says how many. It reads at most 2,000 at a time: if it says so, narrow the dates.

Changing a date again takes the list back to the last 30 days.

Filter and search

Choose Filters. Depending on the register you can filter by client, project, the person who sent the form, equipment, form name (All Forms), status (Open or Closed, for hazards and incidents), Attention Required (All Forms and Daily Prestart Meeting) and dates. Reset All clears every filter. Filters you choose here stay applied on other screens until you reset them.

While a filter narrows the list, the Filters button is blue with a dot (Filters •); with none in use it is white. When the filters leave the list empty, it says "Nothing matches the filters in use" with a Reset filters button, which clears every filter, the client, project, person, equipment and device carried from other screens included. A register with no forms at all says "No records".

Search... narrows the rows already in the list: it looks for your text in Sent By, Client, Project and the register's first column. It does not reach older forms on its own. To find an old form by a word, search the whole list by date first, then type in Search.

Get a form's PDF

Only All Forms holds the PDF of each form. The other registers show what was entered on the form, without the PDF, and many forms, the Daily Report among them, have no register of their own: find them in All Forms. The register lists on the Intranet hold the answers without the PDF too.

Choose All Forms.
In Filters, choose the form name, for example Daily Report, and narrow it by client, project, person or dates.
Tick one row.
Choose Preview to see the PDF, or Download to save it.

Preview shows the form full screen, with Close and Download. Hold Ctrl and turn the mouse wheel to zoom. Download saves the file straight to your device through your browser: look for it in the browser's downloads. If the app says "The form's file has not arrived yet, or the form has none", wait a moment and try again: a form sent from the field can take a while to arrive.

A form's PDF in the preview, with Close and Download

Other actions

Tick rows, then:

Edit: on Hazard Reports and Incident Reports, with one row ticked. See Hazard report and Incident report.
Delete: on every register but Take 5s, with one or more rows ticked. The app asks you to confirm. Deleting permanently removes the submitted record.

Export to CSV

Export writes the register to a CSV file in the Intranet's Xplore Shield Work Orders library, under Exports in a folder of your own that opens for you and the Intranet's owners alone, and downloads it in one tap. It needs no OneDrive and opens no other tab. From release 1.0.0.20 it works on every register. It needs no rows ticked. It applies your filters, dates and Search text. Any character a file name cannot hold, such as / or :, becomes a hyphen in the file's name. It holds no PDFs. Its date and time columns, Submitted On among them, are in your own time zone. While it works a shade covers the screen and a card says Exporting….

Each CSV leads with Submitted On, Sent By, Client and Project (Inductions has no project), then the register's own columns as its list shows them:

All Forms: Created, Submitted On, Form Name, Inspection Type, Sent By, Relevant Date, Client, Project, Crew, RDOs, Equipment, Rental Rego, Comms, Comments, Issues.
Hazard Reports: Status, then Form Name, Location of Hazard, Activity, Hazard Type, Hazard Description, Initial Risk Level, Corrective Controls, Residual Risk Level, Further Actions, Risk Outcome, Comments.
Incident Reports: Investigation Status and Incident Date, then Incident Type, Incident Location, People Involved, Incident Description, Environmental Incident, Person Injured, Investigation Findings, Outcome / Action following, Comments.
Take 5s: Coached By, Task, Hazards, Controls Implemented.
Equipment Inspections: Inspection Type, Form Name, Equipment, Rental Rego, Crew, Departure Date, From, To, Comms, Odometer, Next Service, Next Service Date, Fire Extinguisher, Last Inspection Tag, Comments.
Drill Rig Inspections: Drilling Company, Rig Type, Rig Number, Support Vehicles, Matters to be rectified, Comments.
Daily Prestart Meeting: Accommodation, Company Hours, Contractor Hours, Total Hours, Lost Time, Company Attendees, External Attendees, Activities, Field Activities, Other Activities, Comments.
Check-Ins: Staying at, Crew, External Crew, RDO, Activity, Other Activity, Drilling Method, Holes Drilled, Meters Drilled, Soil Samples Collected, Work Tomorrow?, Next Day Activities, Next Day Other Activity, Destination, Comments.
JMPs: Crew, Trip Reason, Departure Date, From, To, Flight Details, Equipment, Comms, Comments.
ERPs: Departure Date, Employees, GPS Trackers, Equipment, Work Site Coordinates, Name and Link, then the Accommodation, Medical Clinic, Hospital, Police and Airfield name, address, phone and link, the Airfield ICAO, Comments.
JSEAs: Crew, JSAs, Comments.
Inductions: Induction, Score, Comments.
Compliance Register: Created, Status, Client, Project, Category, Staff On-Site, Asset, Form Name, Details, Comments.

Search words: registers, form register, PDF of a form, Daily Report, hazard register, incident register, prestart meeting, check-in, JMP, JSEA, export to CSV, export every register, download, preview, older forms.