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Quick Start — Contributor

This guide walks you through the complete contributor workflow in five steps: from accepting access to submitting your edition for review.

Your role: Contributors are responsible for entering section data, uploading evidence files, and submitting the edition for reviewer sign-off each reporting cycle.

Before you begin​

You need:

  • A Report Forge login (your admin sends the invite)
  • Project access in the correct project
  • The reporting period you are responsible for (e.g. "May 2026 Monthly Progress")

Step 1 — Accept your project invite​

  1. Check your email for a "You've been added to a Report Forge project" notification.
  2. Click the link in the email — you are taken to the project dashboard.
  3. If you already have a Kazinex account, log in. First-time users are prompted to set a password.
tip

Bookmark your project dashboard URL — you return here at the start of every reporting cycle.

Step 2 — Find your edition​

  1. Go to Report Forge → select your project from the project selector.
  2. Click the Editions tab.
  3. Find your current reporting period in the list — it shows status Draft and your name in the Assigned column.
  4. Click the edition name to open it.
Edition statusWhat it means for you
DraftYour turn — fill in data and submit.
SubmittedWaiting for reviewer — data is read-only.
Changes requestedReviewer flagged issues — update and resubmit.
ApprovedReview complete — your work is done.

Step 3 — Enter data​

Report Forge presents data entry in two modes depending on the section type.

Form mode (narratives and single-entry fields)​

  • Use for summary text, RAG status, dates, select fields, and single-value numbers.
  • The section nav on the left shows which sections are complete — a green tick means all required fields are filled.
  • Required fields are marked * — the section cannot be marked complete without them.

Grid mode (repeating rows)​

  • Use for risk registers, action logs, lookaheads, and any list-based section.
  • Click + Add row to add a record.
  • Paste from Excel: copy rows from Excel and paste directly into the grid — columns must match the section layout.
  • Use the row toolbar to duplicate or delete rows.
note

Your changes save automatically every 30 seconds. You can also click Save manually at any time.

Step 4 — Attach supporting files​

On any section with a File or Image field:

  1. Click Attach file (or drag a file onto the field).
  2. Supported formats: PDF, DOCX, XLSX, images, and most common document types.
  3. Attached files are stored with the edition and visible to reviewers.

Evidence files are particularly important for:

  • Progress photos tied to construction milestones
  • Cost reports supporting budget variance explanations
  • Signed acceptance forms for completed activities

Step 5 — Submit for review​

  1. Review the section nav — confirm all required sections show a green tick.
  2. Click Submit for review at the top of the edition.
  3. The edition status changes to Submitted.
  4. Assigned reviewers receive a notification automatically.

If a reviewer requests changes​

  1. You receive a notification: "Changes requested on [Edition Name]".
  2. Open the edition — a Review comments badge shows the count of open items.
  3. Click the badge to open the review panel.
  4. Work through each comment — update the field or row, then reply to the comment.
  5. Click Resubmit when all changes are addressed.

Common questions​

I can't see the edition. Check with your admin that you are assigned to it — only assigned contributors can open a Draft edition.

I need to add a section that isn't there. Section structure is defined by the blueprint designer. Contact your report owner if a required section is missing.

I submitted by mistake and need to make a change. Ask your reviewer or project admin to return the edition to Draft.

My Excel paste isn't working. Ensure the column order in your clipboard matches the section column order in Report Forge. Empty columns in Excel must still be present (as blank cells).

What's next​