Once organisations and checklists have been added you can move forward by adding in your inspections.
Inspections tab: An area that houses an overview of inspections and their phases including any closed audits.
Selecting the inspections tab will direct you to the inspections landing page.
Adding an inspection:
1. Click on the ‘+Add Inspection’ button
2. Add in an audit number (pre-populated but can be overridden), a title of the audit, select the organisation from the dropdown list, select a date for the audit and finally add in any comments (if required)
3. Click on the ‘Save’ button
Completion of this displays an overview summary where the audit can be prepared, approval types can be selected, auditors selected, and checklist associated to this audit.
4. Click on the ‘Edit’ button, or click on the screen to place it into edit mode
5. Select the appropriate approval type
6. Click on the ‘Save’ button
All audit details can be entered by clicking on the ‘play’ buttons of each section.
Date planned – The date when the audit is planned to occur (selectable from a calendar view), alongside a comment box. Details are entered ad the ‘Save’ button is clicked
Date Agreed – The date when the audit is agreed to occur with the organisation (selectable from a calendar view), alongside a comment box. Details are entered ad the ‘Save’ button is clicked
Team Assembled – The team who will carry out the audit, clicking on the ‘Add’ button and selecting a name from the lists (linked directly to the contacts module), clicking on the ‘Save’ button will lock in these details
Travel Arranged – Details of any travel requirements, clicking the ‘Save’ button will lock in these details
Checklists Selected – The checklist that will be used during the audit, clicking on the ‘Add’ button will allow selection of the checklists to be used
7. Click on each play button for the sections, adding comments as you go
8. Click on the ‘Play’ button for the Checklists selected step
9. Click on the ‘+ Add’ button
10. Select the required checklist from the available dropdown options
11. Click on the ‘Save’ button
You are able to use the entire checklist (no action is required) or using the ‘Select Items’ button select which parts of the checklist to use
1. Click on the ‘Select Items’ button
2. Expand the contents box by clicking on the arrow
3. Uncheck an item not to be audited against
4. Click on the ‘Save’ button.
The summary page will provide an overview of the audit and a % for completion.
The button titled ‘Send E-mail To Team’ will notify those carrying out the audit of the audit details.
Inspectors starting an audit.
Any individuals listed as carrying out the audit will be notified via email and through Centrik.
Clicking on the ‘play’ button will provide further detail on the audit.
