Basics
File a Report
Operator workflow for preparing evidence, completing New Report inputs, submitting intake, and verifying the created record.
First created Last updated
reportsfileintakeevidence
Overview
Filing a report turns staff knowledge into an auditable record. The goal is not to write the longest possible narrative; the goal is to preserve enough accurate context for another authorized reviewer to understand the incident, evidence, action, and appeal path.
Workflow
flowchart TD
gather["Gather facts and evidence"] --> scope["Confirm active partner scope"]
scope --> fields["Complete New Report field groups"]
fields --> action["Record local action and appeal process"]
action --> warning{"Cross-community recommendation?"}
warning -- Yes --> review["Confirm evidence supports network review"]
warning -- No --> sign["Sign officer declaration"]
review --> sign
sign --> submit["Submit report"]
submit --> detail["Verify Report Detail"]
click fields "../surfaces/new-report/" "Open New Report docs"
click detail "../surfaces/report-detail/" "Open Report Detail docs"
Inputs to complete
| Field group | Required operator decision |
|---|---|
| Severity and status | How urgent is the case and what lifecycle state should it start in? |
| Incident details | What happened, when, where, and in what organizational context? |
| Reported person | Which identity signals are relevant and reasonably verified? |
| Victim | What affected-person information is necessary and consent-safe? |
| Violations | Which categories are supported by facts, and what happened in order? |
| Evidence and prior history | What source material or older records support the report? |
| Witnesses | Who can corroborate, and how can staff reach them if needed? |
| Actions taken | What did staff do, when, and what restriction or monitoring state exists? |
| Appeal process | How can the subject request review? |
| Cross-community recommendation | Does the case need FPH-admin network review? |
| Reporting officer and signature | Who is formally filing the report? |
Verification after submit
Open Report Detail and verify:
- Report number exists and is the one used in handoffs.
- Severity and status match the intended starting state.
- Markdown fields render correctly.
- Action notes and appeal process are present.
- Local watchlist/ban state matches the filing intent.
- Revision history includes the created entry.
End-to-end operator runbook
- Prepare sources: Collect screenshots, links, witness names, timestamps, and current safety actions.
- Fill narrow facts: Add only identity and contact details needed for review.
- Write the reason: Put the decision reason in violation detail, action notes, and appeal process as appropriate.
- Submit carefully: Let validation catch missing fields and signature.
- Verify output: Use Detail as the proof that filing succeeded.
Common mistakes
Do not file a minimal report just to reserve a report number. If the record is not ready, use staff notes outside the Report System until facts can be entered responsibly.