CONTENTS: • FINDING THE AUDIT ITEM • ADDING TASK DETAILS • VERIFYING THE NEW TASK
OVERVIEW:
Not all suboptimal responses logged during an Audit or Inspection require immediate action. But when it’s decided that an issue does deserve remedial attention, you can easily move that issue to the Corrective Actions/Task Module, where it will then be managed. The process includes assigning the Task to the appropriate personnel.
Elevating an Audit response to a Task is done on the Safety Indicators Desktop site, not the Mobile App.
FINDING THE AUDIT ITEM
STEP 1
A In the Safety Indicators interface, click Tasks in the left menu
B Click the large Audits icon in the Audits Card, to see a List View of current Audits
C Find and Open the appropriate Audit, either by double-clicking it, or by selecting it then clicking the black Pencil icon at top
STEP 2
The Questions menu item on the left should be selected by default
A Select the Audit question with the unsatisfactory Response to highlight it
B To create a Task, click the black Task icon at the top, which depicts a checkmark inside a clipboard
ADDING TASK DETAILS
STEP 1
This opens the Add Task window, where you will initiate a Corrective Action
A In the Details section, type in a name for the Task in the Summary Title field
B In the Due Date field, click on the Calendar icon, then choose a date for completion
C In the Assignee field, click the down-arrow, then select the person who will be completing the Task
D The Description field is optional, but is typically helpful in conveying additional details.
Classification, and other fields, are also optional.
E Click the green Plus Sign at top to Save & Add. Then close out of the Add Task window
VERIFYING THE NEW TASK
• A Task icon will now appear to the left of that audit question, in the full list of audit questions
• When you close the window for that Audit, a Task icon will also appear next to the colored Status indicator for that Audit
• To see the new corrective action listed among current open Tasks, click the Tasks menu item on the left, then click the large Tasks icon in the Tasks Card. You can double-click it to view or edit the Task information, or to change its Status
• An Orange Task Icon means that action is pending. A Green Task Icon means that it’s been completed. A Red Task Icon means it’s under review.