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How to report an Event

Applies to user roles: Account Owner, Manager, User

Available on platforms: Vatix Workspace web app, Protector Mobile app

Note: Before you start, your organisation must have at least one Event Form published.

This article explains how to report an Event in Vatix, how to manage drafts, and what happens after you submit an Event form.

How to report an Event

You can submit an Event from the Vatix Workspace web app, the Protector Mobile app, or through a public link or QR code if your organisation has enabled public Event submission.

In the Vatix Workspace web app:

  1. Go to 'Events' in the left sidebar.
  2. Click 'Report Event' in the top right corner.
  3. In the 'Report New Event' modal, click the 'Form template' dropdown and select the form you need to complete.
  4. Click 'Start Report'.
  5. Work through the form sections. Click 'Next' to move to the next section, or 'Back' to return to a previous one. Required fields are marked with a red asterisk. If a section includes a File upload question, attach your file there to answer that question.
  6. On the final 'Review and Submit' section, check your answers. To add a supporting file, photo, or comment that applies to the whole Event, use the 'Additional Comments' box at the bottom of the page and click the paperclip icon to attach a file.
  7. Click 'Submit'.

In the Protector Mobile app:

  1. Open the Protector Mobile app.
  2. Tap 'Events' in the bottom navigation menu. This is shown as a triangle with an exclamation mark icon.
  3. Tap the blue '+' button in the bottom-right corner of the screen.
  4. Select the form you want to use from the list. Use the search bar at the top to find it quickly.
  5. Work through the form sections. Tap 'Next' to move forward or 'Back' to return to the previous section. Required fields are marked with a red asterisk. If a section includes a File upload question, attach your file there to answer that question.
  6. On the final section, a preview screen shows all your answers grouped by section. Tap the edit icon next to any section to go back and make changes.
  7. To add a supporting file, photo, or comment that applies to the whole Event, use the 'Additional Comments' area at the bottom of the preview screen and tap the paperclip icon to attach a file.
  8. Tap 'Submit' to submit the Event.

Note: Your progress is saved automatically. You'll see the last saved time at the top of each section screen.

Through a public link or QR code:

If your organisation has enabled public Event submission, people without a Vatix account can report Events through a public link or QR code.

  1. Click the link or scan the QR code provided to open the Event form.
  2. Work through the form.
  3. Once complete, review your answers and click 'Submit'.

How autosave works

As you fill out an Event Form, your progress is saved automatically. You can see when your form was last saved in the top right corner of the screen. Your draft is preserved if you close the tab or navigate away.

How to resume or discard an Event draft

If you have a draft saved and click 'Report Event' again, you'll see two options:

  • 'Continue Draft': resumes your last saved draft.
  • 'Start New Event': discards your existing draft and starts a new submission.

Note: You can only have one draft at a time. Starting a new Event permanently deletes your existing draft.

What happens next

After you submit the form, the Event appears in the Events list. A confirmation message ('The Event has been successfully submitted') confirms the submission. The Event is automatically assigned to a pipeline and the relevant people are notified based on your organisation's assignment rules.