Elevate an Audit Finding to a Task on Mobile

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 RESPONSE  

STEP 1

•  After opening the Safety Indicators Mobile App, select the relevant Project (or Worksite, Department, etc.)
•  Then tap Audits
•  From the list of audits, find and tap the relevant Audit

 

  ASSIGNING THE TASK  

STEP 1

In the list of Audit questions and Responses, scroll to locate the unsatisfactory Response
B Tap the square Note icon next to the Audit Response

 

ElevateAuditFindingMobile-1

 

STEP 2
A Tap in the Notes field and type brief info about the issue and possible resolution
B In the Assignee field, type the name of the person who will be completing the Task
C Under Due Date, tap the Calendar icon, and select a date for Task completion
D Optionally, tap the Camera icon to either take or include a photo of the issue
E When done, tap the square Note icon again to close the Notes

 

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Completing these steps notifies the Safety team, who will then trigger Corrective Action workflow in the separate Tasks Module.