How Do I Add an Audit?
Audits are carried out across the workplace to assess compliance and evaluate health and safety practices, ensuring a safe environment for everyone within the organisation. Conducting an audit provides valuable insight into a company’s policies and procedures, helping to determine whether they meet required standards and whether appropriate measures are in place.
Adding an Audit involves:
- Initial set up - adding the audit to the system including the details.
- Completion - filling the audit forms and assigning corrective actions
Initial Set Up:
- From the home screen, tap Services at the bottom of the screen.
- Tap Audits.
- Tap Add New at the top of the screen.
- Tap on the Type you would like to add.
- Select from the options if you want to Create a New Audit or Re-schedule and Existing Audit.
- Tick the box if you want the audit to repeat periodically - a new audit will be created depending on the time period that is added to the Audit Type.
- Enter the Expected Completion Date.
- Select the Subcontractor from the dropdown options - Subcontractors must be assigned to one or more locations in order to use the system, as this information is necessary for actions such as setting up employees or accepting jobs.
- Select the Store, Location, and Project from the dropdown options.
- Select the Auditor and Auditee from the dropdown options.
- Enter the Cost.
- Tap Save & Submit.
Completion:
- Tap on the Audit you previously created.
- Fill out the required form(s).
- Tap Save Changes.
- Implement Corrective Actions (if required).