Work in the Montr reporting app is organised into projects. Each project brings together specific tasks, questionnaires, and colleagues. This keeps things clear for end users and ensures that employees only see the information relevant to their own work.
Projects are created and managed in the admin environment by the application administrator. The video below gives a quick overview of the options:
A project consists of several key components:
One or more project administrators, who have a complete overview of all inspections within the project. They access this overview through the regular reporting app.
The employees who will carry out the work and complete reports within the project.
The questionnaires that can be used within the project.
The visit addresses linked to the project. Employees can also add addresses directly themselves if needed.
In addition, specific settings can be configured per project:
Should it be possible to share the report directly with the client immediately after completion?
Should clients be able to receive an SMS reminder ahead of their scheduled inspection?
Should the report be shareable internally or externally after completion?
It is also possible to set up a project focused on a single organisation being investigated, with multiple reports grouped under it - for example, an investigation into a specific company where several employees each provide separate statements. In that case, the "extended project information" option can be selected, which allows Chamber of Commerce (KvK) details to be retrieved.