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Help center Archireport
Find here all articles to help you use Archireport
Add a comment to a remark
Adding comments offers you two possibilities: Leave notes between collaborators in the context of a shared project (see how to share a project with Archireport) by removing the display of comments in the report. Add a note on the progress of a remark without modifying the initial remark by displaying the comments in the report. The date and time of the comment will appear in the report. To add a comment to your remark: Press "Complete your remark". Then click on "Comment". Writ
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Change the email address of you Archireport account
The change of email address of the user account must be done directly by someone of the Archireport’s support team. Inform our team that you want to change your email address, the procedure will then be as follows: Synchronize your data, Log out of ArchiReport in the ArchiReport preferences, Notify us by email at contact@archireport.com when you are logged out and specify the new email you want. We modify the email, We will notify you when ever
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Team offer: Share export preferences
You can design a report export template and share it with the rest of your team so that all your company’s reports have the same look and feel. To do this, you’ll need to save the export configuration: Then, at step 1/5 of exporting the report, add these export settings to the group. This can only be done by an admin: ![](https://storage.crisp.chat/users/helpdesk/website
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Display old unresolved remarks
To display unresolved remarks from previous reports: Press "Options", Select "Display old un-lifted remarks", Press "Hide options".
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Percentage advancement
You can indicate the percentage of completion of the current work package. The progress will then be materialized in the planning by the following colors: Red: work package progress is late. Green: progress of the finished work package. Blue: work package progress in time.
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Create a contact / stakeholder
To add new stakeholder to your Archireport account, you can add them one by one as follows: Tap Archireport Contacts, Then click on Add and Add a stakeholder, Fill in the stakeholder's information and press OK. NB: Make sure you enter the stakeholder's email address so that he can receive the reports.
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Creating a standard project to duplicate
The application allows you to save time on the preparation of your projects. Thus, if you need to use the same work packages/sub-work packages tree structure, you can create a standard project and duplicate it with each new project. To duplicate a project: Go to the application's home page Press the icon... of the project concerned, Choose Copy, A pop-up opens, press Duplicate. ![](https://storage.crisp.chat/users/helpdesk/website/9767258c30123000/0ecab272-90f4-4509-af75-5bf7af_
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Share a project
If you are working together on a project, you can share your projects with your collaborators. NB: collaborators with whom you share a project must have an Archireport account. To share a project: Press the icon... , Then tap Share, Enter the email address of the collaborator to whom you want to share the project.
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Last model used
The "Last used model" option allows you to use the same parameters from one site report to another, whether you are using a pre-configured model or a manual configuration.
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Create a project copy
If you want to duplicate a project, we recommend that you do so after entering the different work packages and sub-work packages related to the project. If you often work on similar projects, you can add all your construction models and use the same tree structure at the beginning of each construction site. To create a copy of a project: Press the icon... of the project, Then press Copy.
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Project preferences
To review your project information and change preferences: Open the project by pressing the thumbnail of the project, Press the gearwheel icon, Remember to press OK when you have finished making your changes.
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Order site inspections
To order your site inspections and, for example, make the last one appear first. Go to the "Site visit" tab of your project, Slide the screen down, Press "Order", Move your visits with the icon, representing three horizontal lines, to the right of each visit, Drag the visits in the order in which you want to order them. Press "Finish".
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Log out of an Archireport account
To log out of your Archireport account, Go to Preferences, Press Logout.
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Add or modify company information
The company information will appear, with your logo, in the header of the site reports. This will allow your clients and stakeholders to easily reach you in case of misunderstanding. To add or modify them: Go to the preferences, Then go to the account preferences, In Step 3, you can edit the company information by pressing it to edit it. Press "Validate" once the changes are completed.
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Add one remark per stakeholder or company
To add a remark per stakeholder: Go to the "By stakeholder" tab, Press "Add", Select the relevant stakeholder(s), Complete your remark, Press "Validate".
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Have the stakeholders sign on the site inspection
To validate the attendance of the stakeholders, you can have them signed from the iPad or iPhone in the "Manage Attendance" tab. For this purpose: Go to the "Manage Attendance" tab, Tap the fountain pen icon, Have the intervener sign, Press "Validate".
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Create a new folder to classify projects
The folders allow you, like a computer, to classify your projects in the application. To add a new folder: Go to the first page of the app, Press New folder, Name the folder and press OK.
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Change the password
To change the password of your Archireport account: Open the application preferences. Press Change Password, Enter your current and new password twice. Press OK once the change has been made.
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Remarks by plan
To access the remarks by plan, press "By plan" on the remarks page.
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Delete a remark
To delete a remark: Press the"..." icon to the right of the note, Then press "Delete". To delete several remarks at once: Scroll down the remarks home screen, Press "Select", Select the remarks you want to delete, Press "Delete". NB: the deletion of a remark is final.
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Using the application's notebook
How to use the notebook in your project? You have an internal notepad for each of your projects. These notes remain at the application and project level and are not displayed in your reports. To add notes: Enter the project, Select the Notepad tab, Press Edit, You then have the layout tools above the keyboard.
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Rename a plan or document
To rename a plan or document: Press the icon ... to the right of the plan or document, Select Rename, Rename the document and press OK.
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General configuration
Several manual setting tabs allow you to customize your reports. The "General" tab allows you to access changes related to the cover page (report title, file name), stakeholders (information displayed in the attendance table, integration of signatures), configuration of the email (subject and content of the email) and the merging of the report and attachments in the same document. To access it: Press "gearwheel" on your site report, Then press "General", Once the changes are comple
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Configuring a report manually
In addition to the four templates, you can configure a report template manually. For this purpose: Press the icon representing a gearwheel of one of the CR models, Set your settings, Press "Save Settings". Name your model, Confirm twice.
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Access to application preferences
The application preferences allow to change settings directly related to the application. Here you can change the language, enable data synchronization, online help and save photos in the iPad gallery. To access the application preferences, press the gearwheel icon. Then tap Application Preferences.
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Filter remarks by work package
This feature allows you to view the remarks for each work package. To filter remarks by work package: Go to the "work package" tab, Press "Filter", Select the work package(es) for which you want to display the remarks, Press "Hide filter".
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Remarks by stakeholder
Depending on your working methodology, you can display and write your remarks by stakeholder, by work package, or by plan. To access it, click on "By stakeholder" on the page dedicated to remarks.
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Add a media or a sketch to a remark
This feature will allow you to take a picture from the iPad camera, draw on a document or make a sketch on a blank page. To draw on a document: Press "Complete your remark", Select "Media / Sketch", Press "Draw on a document", Select a document from one of the proposed sources. The document can be PDF, Word, Excel, PNG, JPG... Confirm by pressing "Ok", Annotate your photo using the editing tools, Validate the page using the button at the top right. To add a sketch to y
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Send an email from Archireport
NB: To use this feature, you must first set up an email account on your iPad. To send an email to a stakeholder, press the icon... , Then press Send email, Write your email and press Send. On the iPhone, you can also send an SMS or call your stakeholder.
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Add stakeholders to a project
You can add your stakeholders from your Archireport Contacts, your iPad address book or add them manually. To add stakeholders: Open the "Stakeholders" tab, Then click on Add, Select the stakeholders, Press Validate.
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Unarchive a project
When you archive a project from your iPad, it appears as "non synchronizable" on your Web Archireport account. To unarchive it, you must make it synchronizable again. To do this, make it synchronizable: Click on"..." in the project thumbnail, Click on "Make synchronizable".
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Create your Archireport account
If you do not have an Archireport account, you can create an account for free from our website www.archireport.com or from an iPad. Create an account from a computer on www.archireport.com To create an account, click on Test for free and fill in the requested information. NB: the email address used will be displayed in your site report. Your password is the same on all Archireport platforms (smartphone, tablet, computer). Your accou
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Use a pre-configured report
There are four pre-configured report templates available: report (current inspection): all the remarks of the current inspection, classified by general remarks, then stakeholders, then by work package. report (complete): all the remarks of the inspection, as well as the old remarks not lifted from previous visits. OPR report (work package classification): all the remarks of the current visit, classified by work packages. OPR report: all the remarks of the current visit, classified by
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Team offer: Share your favourite remarks (only available for iOS)
No need to keep typing the same remarks for different work sites; save your most frequent remarks as favourites and share them with your Team so they can use them too. The group admin can add their most common remarks to their favourites, so they don’t have to keep writing the same thing. Favourite remarks will then be available to all the other team members. Select the remark you want to add, then click on “…” and “Add to favourites”:  to assign a license to. You can also choose to transfer a license from one user to another. Go into your online account: https://web.archireport.com and click on the “Administration” menu. Only a group administrator has access to this menu: ![](https://storage.crisp.chat/users/helpdesk/website/e78c97ecb3c5180/0c8686ab-edd9-422f-a554-
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Delete a work package
Please note that the deletion of a work package or sub-work package is final. So be sure you really want to delete this information. To delete a work package or sub-work package: Press the icon ... to the right of the work package or sub-work package, Then press Delete, NB: the deletion of a work package automatically results in the deletion of its sub-work packages.
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Add a photo to the remark
To illustrate your point, you can add a photo. For this purpose: Tap the camera icon, Validate the page using the button at the top right NB: To take a picture from the iPad camera, make sure you have allowed Archireport access to the camera.
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Add or modify your company logo
The logo you will insert in the application will appear in the header of your site reports. So make sure it is of good quality. To add a logo or modify it, go to the account preferences. Then press the logo placeholder. Select the logo from one of the proposed sources.
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Send a field report from the Mail application
To send a report to your stakeholders and companies from the iPad Mail application: Click on your report template, Select the parts to be displayed in the report, Press "Next" twice, Select the recipients, Press "Next", Press the export icon, Select "Send with Mail", Press "Send".
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Delete an attachment
To delete an attachment: Press the"..." icon to the right of the attachment, Press "Delete". NB: the deletion of an attachment is final.
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Change user account
Multiple users can use the same iPad. To change the user account: Go to Preferences, Then tap Change account, Add the new account or press only the relevant account.
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Add a project
The application's home page lists all your projects. To add a new one: Press the Add button, Fill in the project information, Press Validate.
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Manage the subscription
To subscribe from the iPad or view your subscription, open the "Manage Subscription" tab. You can subscribe by pressing "I'm ready to go".
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Add a photo to a speaker
Once the stakeholder has been created or imported, you can add his photo. For this purpose: Press the relevant stakeholder, In the Stakeholder Image tab, import a photo from one of the proposed sources, Press Validate.
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Add a work package
To add the different work packages of your project: Open the work package / Sub-work package tab, Press Add, Fill in the batch information, Press Validate. NB: by entering the start and end dates for each work package, you will automatically generate your site schedule.
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How to delete or move a document
Documents imported into projects may subsequently be moved to another folder in the same project unless the document is already being used in a visit or remark. Documents used in a visit are locked and can be unlocked in this way: On PC/Web : Click on the three points of the site visits and then click on Edit : Uncheck the plan in the Manage Plans list:  to be displayed in the report. For this purpose: Click on your report template, Select the parts to be displayed in the report, Press "Next" to proceed to the generation of the report and then to the sending of the report.
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Order the remarks
To change the order and numbering of your remarks: Drag the remarks screen down to bring up the taskbar, Press "Order", Move the remarks by moving the cells with the icon representing three horizontal lines to the right of each remark. NB: if you re order the remarks, the numbering will be modified accordingly.
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Add a plan to the project
The document tab lists project documents and plans. Only files in PDF format are accepted. To add a new plan: Open the "Documents" tab, Press "plans", Then press Add, Import a plan from one of the proposed sources, A pop-up window opens informing you that the document has been downloaded. NB: when importing, Archireport proposes to convert the file to A4 format for greater ease of use.
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Update a project plan
During your work, your plans evolve. You can easily update them while keeping the remark position dots. To do this, add the new plan by naming it as the first version. Then choose to overwrite the old version.
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Use the "Notify stakeholders" feature
The "Notify stakeholders" feature allows you to send a reminder for the current remark to the concerned stakeholder. To use it: Press the"..." icon to the right of the note, Click on "Notify stakeholders", Select the stakeholder, Press "Send". You can view and modify the reminder by pressing "Preview" and then "Edit".
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Position a remark on a plan
To position your remarks on a plan: Press "Complete your remark", Select "Positions on a plane", Select the plan on which you want to position your remark, Zoom in on the area of interest of the plan, Press and hold with your finger on the map until a target icon appears, Position your target at the desired location to locate the anomaly, When the target is in the right place, release and a coloured dot is positioned, Press "Finish" to confirm, NB: you can associate several
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Archiving a project
To reduce the number of projects displayed in the application, you can archive projects in the Archireport cloud; you can unarchive them whenever you want. To archive a project: Press the icon... , Choose Archive.
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Add a new document to your project
You can add all the documents you need for your project. Most known formats are accepted: pdf, doc, docx, xls, xslx, png, jpeg... To add a new document: Go to the Documents tab, Press "Documents". Press Add, Import a document from one of the proposed sources, A pop-up window opens informing you that the document has been downloaded.
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Add a remark per work package
Go to the "work package" tab, Press "Add", Select the relevant work package(es), Complete your remark, Press "Validate".
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Add additional information to the report
The "Integrate..." tab allows you to add to your report: The positions of the remarks on the plans The table of distribution of the lots by stakeholder The remarks dashboard (number of remarks in progress, pending and closed, divided into work packages.) The planning To access these functions: Press the gearwheel icon on your site report, Go to the "Integrate..." tab, Once the changes are complete, press "Confirm".
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Add a new remark or reservation
To add a new remark, press "Add". You can then write your remark in the "Description" tab and change the status of the remark with the "Status" tab.
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Add an image to the inspection
If you add an image to the inspection, it will appear in the site report. In the absence of a photo of the inspection, the project image will appear by default in the PDF report. To add an image to your visit: Press the"..." icon to the right of the visit, Press "Edit", In the "Image" tab, import an image from one of the proposed sources, Press "Validate".
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Order the stakeholders
To change the order of the stakeholders: Slide the screen down, Press "Order", Move the stakeholders using the icon representing three horizontal lines to the right of the stakeholder. Press "Finish" to confirm. NB: the order in which the project stakeholders appear will be the same in the site report.
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Modification of personal information
Your personal information (first name, last name, telephone number) can be added or modified. To do this, here is the procedure to follow: Go to the application preferences. Then go to the account preferences. In Step 2, you will be able to edit the personal information by pressing it to edit it. In Step 3, you will be able to modify your company information. Once the changes have been made, press "Confirm".
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Add a checkpoint list to a remark
The checklist tool allows you to create checkpoint lists that can be saved and reused in different projects. To create a checklist: Press "Complete your remark", Then press "Checklist", Select "Create a new checklist", Add the different elements and name your checklist, To save it, press "Add checklist to my favourites", Press "Integrate".
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Sort work packages and sub-work packages
By default, work packages and sub-work packages are displayed in the order in which you created them. However, if you want to change the order: On iPad version : Slide the screen down, Press "Order", Move the batch while holding down the icon representing three horizontal lines, Press "Finish" to confirm. On the web version (Google Chrome for example : https:/
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Add a new inspection
Once your project has been created, it is time to make your site inspection. Open your project by pressing the tile In the "Site inspection" tab, press "Add". Fill in the information (name, description, date of next meeting, etc.) Press "Confirm".
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Remarks of the site inspection
The "All remarks" tab contains all the remarks of the project. You then have a remark filter at your disposal that allows you to display them by stakeholder, by work package or by plan.
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Filter remarks by stakeholder
This feature allows you to view the remarks for each of the stakeholders. To filter remarks by stakeholder: Press "Filter", Select the stakeholder(s), Press "Hide filter".
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Add an attachment
To add an attachment: Go to the "Attachments" tab, Select a document from the proposed sources, Once the attachment has been downloaded, the message "Downloaded document" appears, Press "Close" to exit the window.
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Import contacts / stakeholders from the iPad address book
Tap Archireport Contacts and then tap Add, Then select the contacts you need from your address book. NB: the contacts that you will add later in your projects will automatically be added to your Archireport contact book.
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REMINDER
REMINDER Data synchronization is an Archireport feature designed to: Back up your data on secure servers. You won’t lose your data if you break your tablet or computer. Provide access to your data on multiple devices (iPad, iPhone, PC, Mac, etc.) Share projects with other members and work with other people on the same project. Synchronization is used to send and retrieve remote data stored on a purpose-built Archireport Cloud. When synchronization is complete, some items may n
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Modify the rules for displaying remarks
You will be able to: Sort the remarks, Choose report display by remark status, Integrate old unfinished remarks, Integrate the remarks that were closed during the visit, Integrate all comments from previous reports, Cross out the closed remarks, Display the most recent remarks first, Display the parts (work packages and stakeholders) even without remarks. To access these parameters: Press the gearwheel icon on your report, Then press "Remarks Display Rules", Once th
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Focus: the types of stakeholders
You can indicate the type of your stakeholder: Project owner Customer Project management Project owner Company Control offices, design offices, other To indicate the type of stakeholder: Press the relevant stakeholder, Press "Type of stakeholder". Select the type and press OK.
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Add one remark per plan
To add one remark per plan: Go to the "By plan" tab, Press "Add", Select the relevant plan, Position your pad, Complete your remark, Press "Validate".
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Modify the PDF layout of the report
The PDF layout settings allow you to modify the report theme and access the management of remark images. You will be able to choose the template, orientation, PDF or Excel export format, font, color, display remarks, remove the color border on the remark, display images, the number of images per line and image quality. To access these features: Press the gearwheel icon on your site report, Then press "PDF Layout", Once the changes are complete, press "Confirm".
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Access to Archireport preferences
The preferences give access to the Archireport account settings. This is where information about account preferences, application preferences, subscription management from iTunes and legal notices are stored. You can also change your password, user account or log out. To access it, press the gearwheel icon.
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Add a sub-work package
You can add up to four levels of sub-work packages per work package. To do so : Open the work package / Sub-work package tab, Press the icon... of the main work package, Select Add a sub-work package, Fill in the information, Press Validate.
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Add a custom stakeholder type
You can create your own stakeholders types using the app. Once created, you'll need to choose the order displayed in the report. You can follow the process explained in these videos : On iPad: On Web or PC/MAC:
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Attachments to the site inspection
The "Attachments" tab allows you to add the documents necessary for the proper execution of your site inspection. You can then add them to your site report.
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Management of stakeholders and company attendance
The "Manage Attendance" tab allows you, for each site inspection, to indicate if the invited speakers and companies are present, absent, excused, absent not excused and/or invited to the next meeting. The table will appear in the report. You can enter this information from the "Manage Attendance" page. For this purpose: Go to the "Manage Attendance" tab, Press in the different boxes of the table.
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Delete an stakeholder from a project
To delete a stakeholder: Press the icon ... to the right of the stakeholder, press Delete.
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Accessing the preferences of an Archireport account
How to add or modify Archireport account information? The preferences of an account include personal information (name, first name, mobile phone) and information about your company (company, function, address...). To access it, open the Archireport preferences, Then tap Account preferences.
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Assign one or more stakeholders to a remark
To assign one or more stakeholders to the remark: Press "Complete your remark", Then click on "Assign a stakeholder", Select the relevant stakeholder(s), Press "Validate".
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Team offer: Share personalised types of participants:
This option, which comes with the Team package, allows admins to share a certain type of participant with the rest of the team. Whenever an admin creates a new type of participant, it will automatically be available to the other team members. All you need to do is edit the person in the address book on the home page, or in the list of participants for a certain project:
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Change the language of use
The Archireport application is translated into more than 10 languages. To change the language: Go to the preferences by pressing the gearwheel icon, Then to the Application Preferences, Then press "Application language" and choose the language you want to use.
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Associate a stakeholder with a work package
If you have not already done so by creating your work packages and sub-work packages, you can associate one or more stakeholders to your work packages. By associating an stakeholder with a work package, this allows you to display the work package distribution table by stakeholder. This will allow you to assign a remark to the work package and the stakeholder. To assign a stakeholder to a work package: Press the icon... , Then click on Link a participant, Select the speaker and press OK. 