CONTENTS: • RUNNING AN OPEN ITEMS REPORT • RUNNING A UNIVERSAL AUDIT REPORT • ACCESSING AUDIT REPORTS
INTRODUCTION:
Various types of Audit Reports are available in the system, but specific ones can only be created and accessed by Users who are in the proper Permissions Group.
The two most common types of Audit Reports (which are covered here) are Audits/Inspections Open Items, which lists issues discovered in Audits that require Corrective Action; and the Universal Audit Report, which is a weekly summary of the results of a specific Audit. By default, Universal Audit Reports are automatically generated and forwarded to the designated Permission Group each week.
One other useful Report option is the Weekly (or Monthly) Audit Report by Project and Creator. Upon request, the Safety Indicators team can add additional types of Audit Reports to your system, and even create custom ones based on your company’s unique needs.
RUNNING AN OPEN ITEMS REPORT
By default, this report includes Audits for all Projects (or Worksites or Departments -- whichever term your company uses).
STEP 1
• Click Tasks in the left menu,
• Click the large icon in the Audits card, to open a List View of current Audits
A Click Reports at top, and select Audit/Inspection Open Items
Note that only Reports you have permission for will appear in this list.
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STEP 2
A In the Audit/Inspection Open Items window, click Run Report
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The Report appears for your review, including the Assignee, and Corrective Action Due Date for each Open Item. Note that in the last column, overdue assignments are shown in red.
Using the toolbar, you can View subsequent pages; Print the report; or Export it (download it to your computer in your preferred file format).
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OPTIONAL: If needed, you can use one or more of the Filtering functions to only include items in the Report within the parameters you specify. For example, you can limit the Report to one specific Project.
A Uncheck None for the parameter you want to specify
B Use the drop-down to see the options
C Check the appropriate box
You can also specify a date range, by unchecking None, and using the calendars to specify a date in the From and/or To fields.
D When done, click Apply Filters to run the modified Report
RUNNING A UNIVERSAL AUDIT REPORT
This Report is designed to focus on one specific Audit.
STEP 1
• Click Tasks in the left menu,
• Click the large icon in the Audits card, to open a List View of current Audit
A Select the Audit that you want to run a Report on, by clicking on it once
B Click Reports at top, and select Universal Audit Report
The Report appears for your review. Using the toolbar, you can View subsequent pages; Print the report; or Export it (download it to your computer in your preferred file format).
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STEP 2
The fields should already be filled.
A Click Run Report
ACCESSING AUDIT REPORTS
STEP 1
• Click Tasks in the left menu,
• Click the large icon in the Audits card, to open a List View of current Audits
• Find the Audit that you want to access the Report for. To make this easier, you can select the Project at top, and/or use the Filtering functions to narrow the list to a certain set of parameters.
A Click once on the red Document icon in the left column to open the PDF Report
The Report appears for your review; note there may be multiple pages.
At upper right, click the icons to Print the report; or Download it, in PDF format, to your computer.