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      Elevate an Audit Finding to a Task

      CONTENTS: • BRINGING UP THE UNSATISFACTORY AUDIT ANSWER • ASSIGNING THE TASK

      INTRODUCTION:

      Not all findings discovered during routine Audits require a formal course of Corrective Action. But when they do, the issue is documented. When someone is Assigned to undertake that Corrective Action by a due date, it is now considered a Task in the Safety Indicators system.

      BRINGING UP THE UNSATISFACTORY AUDIT ANSWER  

      STEP 1

      1. In the left menu, click Tasks
      2. Click the large icon in the Audits card
      3. From the list of current Audits, find and double-click the relevant item to open it

      NEED TO KNOW:
      •  Note that the list may have more than one page; use the page navigation tools at bottom left.
      •  If needed to narrow down the list, use the Filters function at upper left, or the Search box at upper right. 


      STEP 2

      1. In the left menu, click Questions.
      2. Find the question with the unsatisfactory Audit Response and select it with just one click.
      3. Click the Task icon at top – the clipboard with a checkmark inside. 

      ElevateAuditFindings-1-1

      ASSIGNING THE TASK  

      STEP 1

      1. In the Summary Title field of the Add Task window, type in a brief name for this task
      2. In the Due Date field, click the Calendar icon to select a date for Task completion
      3. In the Assignee field, click the down-arrow to select the person who will perform the task
      4. Optionally, In the Description and Resolution fields, you can add notes to help guide the Assignee
      5. Optionally, in the Stakeholders field, you can select people who need to be kept in the loop on this issue 
      6. At the bottom, click Save, then close out of the Task window and Audit windows

      ElevateAuditFindings-2

       

      NEED TO KNOW:
      •  After refreshing the browser, that Audit in List View will show a red Task icon next to the status bar.
      •  Completing these steps triggers the Corrective Action workflow in the separate Tasks Module.
      •  The Task Assignee will receive an email. They will enter a Close Date when the Task has been completed.
      •  You, and the Assignee and Stakeholders you selected, will be in the loop for relevant Communications. 
      •  A supervisor with the proper Permissions can use the down-arrow to change an Audit Status in List View