Setup
You will need the following permission in your security group:
Can see all tasks.
Can send dispatches.
Can view property list page.
Can view property.
Can add reports.
Can view reports.
Can change reports.
Can delete reports.
Can view report list page.
Click here to learn about permissions and security groups.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
A report type has one of three contexts: Task, Property, or External, which determines whether it can be created from a task, a property, or either.
How to create a report on a task
1. Navigate to the Tasks page, select Office review and Performed in the Status filter, and click on the Ref to view the task.
2. Click the Create Report dropdown in the Process section, then select the report type.
3. Click Create report in the top right-hand corner of the window. Or click the three horizontal lines next to the button to edit the report fields before creating it.
How to create a property report
On the property, reports, forms, Forms v2 and logbooks all live under a single Records tab.
1. Navigate to Properties and View the property.
2. Click on the Records tab, then select the report from the Create a report dropdown.
3. Click Create report in the top right-hand corner of the window. Or click the three horizontal lines next to the button to edit the report fields before creating it.
How to create an external report
When creating report types, select External Context to upload and attach externally created reports (generated outside of Uptick) to tasks or properties. These reports can be viewed and shared in the same way as reports generated within Uptick.
1. Select the External report type from the Create report dropdown in the Process section of the task, or from the Records tab on the property.
2. Complete applicable fields and click Create Report.
3. Click the three horizontal lines next to the download button, then Upload Files in the Attachments section. The uploaded file should be visible in the place of the report preview.
Available fields on a report
Available fields on a report
Issued: Date the report was issued.
Title: Override the default title for this report.
Template: Change the template of the report (not recommended).
Compliant: Should the report show as passing in correspondence and the Customer Portal?
Published: Publish a report to make it visible in the customer portal.
Inspected: The inspection date.
Technician: Select the field user from the dropdown.
Approver: Select the user who approved the report.
External reference: External reference numbers/codes
Amendment: Used for internal reference if the report created due to amending another report.
Internal note, General note and Critical note: Provide additional notes on the report.
How to edit, delete, archive, download or regenerate a report
Reports can be accessed from the following pages:
In the Process section of the task.
On the Records tab of the property.
Via Customer Data > Reports.
On the property, reports, forms, Forms v2 and logbooks all live under a single Records tab.
1. Click View on the report.
3. Click on the 3 horizontal lines to view details
4. Then click ...
Edit to change report fields and add notes. Once updated, click Save Report.
Delete to permanently remove the report from the workspace
Archive to make the report inactive
5. Click the Download button to download the PDF or the Sync button to regenerate pdf.
Recommended steps
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