Any checklist items that do not conform will be marked accordingly. These items will be viewable from the audit overview page.
When a section has been completed a tick will appear under the Done column. There is an overview of all checklist items as well as a button to view all non-conforming items.
1. Click on the ‘View on-Conforming Items’ button
A list of all the non-conforming items is displayed.
Immediately below the non-confirming items is an area where you are able to add a finding.
2. Click on the ‘+Add a Finding’ button
The screen is put into edit mode and you can add in the details for the finding or findings. Findings can be grouped together by selecting the available checkboxes or you are able to select findings individually.
3. The finding number is automatically generated but this can be amended. The finding needs a name or a finding title
4. A severity level needs to be indicated (these are configurable), a date of the finding and if configured a name of the inspector
5. The specific finding needs to be documented in the available box
Similar to Safety cases, categories are an important area for organisations to capture trend analysis
6. Moving down the page Categories need to be selected (these are configurable)
7. An owner or responsible manager needs to be included alongside an action plan date and closure date (if configured)
8. Click on the ‘Save’ button to lock in this information
9. Clicking on the ‘Release’ button will release the finding and notfy the audited orgnistion
The responsible individual will receive notification and a link to the audit in relation to the finding or findings that have been raised. Depending if configured they are able to postpone any deadlines by clicking the ‘postpone’ button and providing a reason.
Any remaining findings need to be categorised in the same way. All findings are collated with the checklist overview.
10. Clicking on the ‘Complete Audit’ button will close the audit