CONDUCT
AUDITS EFFICIENTLY
With a single click, users may begin
an audit (Begin
Audit), follow up on an audit
(Action Plan) or access the
Training Manual, customer Support or the
administrative Dashboard.
Select Audit Type/Section. This
provides the users with a list of all the types of audits or
inspections. To begin an
audit, simply click on the audit type you
request to
conduct. Any set of your established standards can be entered into the
system to conduct
audits and follow up on compliance. Access to each audit is determined
by the user rights assigned to each individual.
Conducting
an Audit.
Each audit contains the standard ID
(code) with its text description, status, auto comments, more info (supporting
rationale behind the standard) and free form auditor comments.

CREATE
CORRECTIVE ACTION PLANS
Exit
Conference Efficiency. Once an
audit is complete, administrators and those accountable may conduct an exit
conference to discuss the results of the audit and assign corrective action.
This is done by choosing Action Plan from the main menu and then securely
logging in with the correct user name and password. The user will see only standards within their assigned security
rights. All the information gathered during the audit is recorded and stored
within the system using an automatically assigned unique number.
The column format is similar
to a typical spreadsheet. These audit results are sorted by date, auditor,
assignee, facility (group), status, severity and the standard ID. Columns may
be quickly sorted by simply clicking on the header. Users can also select from
the menus on the left side to access contacts and files.

Assigning Corrective Action.
By
clicking Modify, the auditor, superintendent or administrator can create
a corrective action plan with a few clicks.
P
Choose the ASSIGNEE responsible.
P Update the SEVERITY and STATUS
as needed.
P
Click ADD A FILE to attach proof -a
policy, manual, procedure (any type of format: pdf,
excel, mp3, jpg, etc.) to
document and further support corrective action.
P
NEW COMMENTS
may be entered to explain or document the corrective action.
P
Schedule a DUE DATE using the
calendar tool.
P
Send out an EMAIL to the auditor, assignee
or anyone else within the system using the
Email Options field.
P TIME
SPENT and other fields can also be added
to track additional items, such as hours
worked per job to justify budget
expenditures. All of these fields generate reports in .pdf
and Excel.