Audits
Audits are conducted throughout the workplace to inspect compliance. They are used to analyse health and safety processes to ensure safety for everyone in the company. Conducting an Audit can show a lot of information about a company's processes, such as health and safety policies and procedures, and if they are up to standard, and the correct measures are in place. Audits can be carried out at set times, for example, monthly or weekly. You can create Audit forms to conduct audits using the Form Builder module. These forms can be filled when carrying out an audit and will show the audit score when they are completed.
Adding an Audit to the system allows you to keep a record of the Audits as well as see the trend of the Audits that have been carried out over a period of time. The system Dashboard will show the details you wish to see, such as the status of the Audits, when they were carried out, the location, and subcontractor.
Audits - Overview
Adding an Audit to the system and completing it requires the following steps:
Creating Audit Forms in Form Builder
Creating Audit Forms is the first step when adding an Audit to the system. You can create Audit Forms in the Form Builder module. It is important to create Audit Forms because they can include details about the audit, and about the company being audited. You can choose the details you want to include by adding questions that are relevant to the audit. The Audit form allows the user to upload any documents and photos that are necessary, and they can add any comments to add more detail. The user can implement corrective actions and/or issues and opportunities when filling out audit forms. Audit forms can determine the audit score when the form has been completed.
By creating an Audit Form, this will enable scores to be applied when filling out Audit Forms.
Combining Audit Forms into Audit Types
When adding an Audit to the system, you will need to select the Audit Type, which will determine which Audit Form(s) will be applied to the Audit. This will also determine the target of score when filling out Audit Forms.
To combine the Audit Form with an Audit Type:
Setting up and/or assigning and scheduling Audits to be carried out.
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Completing Audits
When you are creating a new Audit, you will need to select the Audit Type, subcontractor, store, expected completion date, location and project. By selecting these, it will allow the system Dashboard to show the Audit statisics based on what you have selected. When you have selected these, you will need to fill out the audit form(s) that have been added when you selected the audit type. The score will then be shown when you have completed filling out the form(s) in the Audits section, the system Dashboard, and the Trend Analysis section. You will be able to see a more detailed trend of audit scores in the trend analysis section, and you can apply certain filters to view the trend you wish to see over a certain period of time.
Assigning Corrective Actions from an Audit
When you have added an Audit to the system, and have completed filling out an audit form, you will be given the option to implement corrective actions to the audit. The options shown are: Add to Issue and Opportunity, Add to Immediate, Add to Long Term, and Omit.
By implementing corrective actions to an Audit, this will allow control measure to be put in place, which can be beneficial as it can help prevent future risks and occurrences and maintain safety in the workplace.
Reporting on Audit Results
You can also view and access Audit statistics in the Dashboard section.
To access Audit Dashboards:
To create a new chart:
'My Modules':
'My Digitised Forms':
You can apply Filters when creating a chart by clicking Filters beside the preview.
Trend Analysis: