How to Review and Analyse Monitoring Forms that have been recorded via the Mobile and Pocket Apps
This guide explains how to export and annotate Active Monitoring reports in the Insights App. You’ll learn how to access monitoring data, use the share tools to create a PDF or image snapshot, and add your own annotations before saving or sharing the file.
These features are useful for reviewing key monitoring trends, highlighting important data points, and sharing insights with team members or management. Exporting annotated reports ensures accurate communication and makes it easier to keep visual records of care activity and outcomes.
Interactive Guide
Text based guide
Enter the Insights App

Select Care to open further options

Now click Monitoring

Select Active Monitoring

Click the Share button in the top right

Export as PDF or Snapshot

Choose the tools at the top to annotate

Add your annotations to the document

Export as PDF to download the file

Use Snapshot to create an image instead of a PDF

Annotate snapshots if needed

Click Save to Library

Confirm or edit the pre-filled file name

Click Save when done
