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Finding and filtering reports

Published 11 October 2026, Updated 11 October 2026

Everything starts in the Events tab: the folders on the far left, the search bar and the report list in the middle, and the selected report on the right.

Folders (left panel)

Click a folder to show its reports. A number in brackets shows how many reports in that folder need attention.

Left panel with the Events, QA, Security SMS and Event group folder sections
Left panel with the Events, QA, Security SMS and Event group folder sections
FolderWhat it shows
All eventsEvery event report (hazards, squawks and QA findings have their own folders).
Not answeredEvent reports the member has not answered yet (no evaluation request).
Not correctedEvent reports that are not closed by a correction yet. This is the default folder for managers.
Events correctedEvent reports closed by a correction. With a date filter, the filter applies to the correction date.
HazardsHazard reports. The number shows hazards not yet treated.
RegulatoryReports that have a regulatory reference (for example a reference to an authority’s occurrence report).
SquawksTechnical defect reports linked to aircraft (shown when the feature is used).
QA ALL EventsAll QA findings and all events placed under QA monitoring.
QA Open eventsQA findings that are not closed yet (QA team only).
QA group folders (for example audit series)QA findings of that group, plus events placed under monitoring for that group (QA team only).
Security SMS › ActiveEvents with an SMS assessment that is not closed. The number shows how many.
Security SMS › ClosedEvents whose SMS assessment is closed. With a date filter, the filter applies to the SMS closed date.
Security SMS › Not ClosedEvents with an SMS assessment and no closed date.
Security SMS › Not assessedEvents that have never been assessed in the Security SMS section.
Security SMS › No root causeEvents without a root cause.
Security SMS › No one in chargeEvents without a person in charge of closing.
Event group foldersReports of each event category defined by your organization (for example Flight operations or Maintenance).

When to use it: start your day with Not corrected, Hazards and Security SMS › Active; use Not assessed and No one in charge to find reports that were forgotten in the SMS process.

Searching

Type words in the Search… field and press Enter (or click the binoculars). Several words find reports containing any of them. The search looks in the member names, the report text, the answer, the correction, the QA text and the references; SMS evaluators also search root causes and occurrence categories.

Hover over the search field to see the extended search keywords:

Search field with the Extended search tooltip listing the keywords
Search field with the Extended search tooltip listing the keywords
KeywordExampleFinds
ID:ID:4027The report with that number.
REF:REF:TWR-2026Reports whose event reference or regulatory reference contains the text.
NOTE:NOTE:lesson planReports whose notes contain the text.
ROOT:ROOT:checklistReports whose root cause contains the text.
MEMBER:MEMBER:MartinReports where the member appears anywhere (creator, concerned, corrector, SMS evaluator, person in charge, QA).
RESS:RESS:C-FABCIn the Squawks folder, reports about that aircraft or resource.
ISCLOSED:YES / ISCLOSED:NOReports closed (or treated as not relevant) / still open.
HASFILES:YES / NOReports with / without attached files.
HASREL:YES / NOReports linked / not linked to other reports.
ISFLAG:YES / NOReports you have / have not flagged in red.
CAT: / SUBCAT: / ALLCAT:CAT:BirdReports by occurrence category, sub-category, or either (SMS members).
COMPLETED:YES / NOReports with / without a completed date (SMS members).

Filtering by date

Click the calendar icon next to the search field, then the date box. Choose a ready-made range (Last 3 Months, This Year, Since 2024, All time…) or two dates in the calendars, and click Filter. The calendar icon changes to show that a filter is active. Clear removes the date filter.

Date range picker open with the predefined ranges and the Filter and Clear buttons
Date range picker open with the predefined ranges and the Filter and Clear buttons

Reading the list

Reports are grouped by age (Today, Yesterday, Less 1 week, Less 3 weeks, More 1 month). More reports load automatically when you scroll down.

Report list with grouped lines, status icons and colored squares
Report list with grouped lines, status icons and colored squares
ElementMeaning
Bold nameThe report still needs an action (not answered, not corrected, or QA not done).
First lineThe member concerned (for a squawk: the aircraft).
Second lineThe report number and the creator.
Empty clipboard iconNo answer yet.
Clipboard with red markAnswered, not corrected yet.
Clipboard with green checkCorrected.
Clipboard with arrowEvent under QA monitoring (in QA folders).
Small colored square (right)The safety index color from the risk matrix (SMS). An empty square means no previous occurrence found. Hover for details.
Yellow squareA corrective action reaches its projected date soon.
Red squareA corrective action is past its projected date. Hover to see how many days late.
Crossed-out grey lineA hazard report treated as not relevant.
Red pinA report you flagged. Hover over a line and click the pin area to flag or unflag it. Flags are personal: other managers do not see yours.

To link two reports, drag a line of the list onto the Drag here references to others reports box of the opened report (see Security SMS).

Right-click menu

Right-click a report in the list to act on it without opening several windows.

Right-click menu of a report in the list with all actions
Right-click menu of a report in the list with all actions
Menu entryWhat it does
Concerned : name ›Actions on the member concerned (see below).
Investigator : name ›The same actions for the creator of the report.
Alert by email nameSends a reminder to the member concerned to answer.
Add a Note to eventOpens a box to type a note; press CTRL+ENTER to save it.
Notify Members…Opens the notification window (report opened only).
Send copy using external email…Opens your e-mail program addressed to the safety e-mail address.
Send copy using Internal messageOpens a new internal message with the report attached.
Print copyOpens the print window.
Send Correction Action PlanOpens the correction confirmation (same as Correct).
DeleteDeletes the report (administrators only, see conditions).
Send QA assessmentOpens the QA confirmation (same as QA).
Allow / Restrict activities for concerned memberChecks or unchecks Activities allowed on the report.
Set as QA event / Set as SMS eventConverts the report into a QA finding or back into an SMS event.
Add an answer manuallyRecords an answer on behalf of the member.
Remove, Reopen an Answer / a Corrective Action Plan / a QA AssessmentReopens the corresponding step.

Entries below the first separator appear only when the report is opened on the right. Entries that do not apply to the report are hidden.

Concerned submenu with Open Member full profile, Print Member profile summary, e-mail, internal message and SMS text entries
Concerned submenu with Open Member full profile, Print Member profile summary, e-mail, internal message and SMS text entries

The Concerned and Investigator submenus let you open the member’s full profile, print a profile summary, send an e-mail through the system or your own e-mail program, send an internal message (normal or blind copy), or send an SMS text message when a cell phone is known.

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