Manage Generic Audits

To add or edit an audit:

  1. Do one of the following:

    • Navigate to Health and Safety > Audits > New Audit.

    • Search for an existing audit

      Note: The audits displayed in the Search drop-down are named as defined in Audit Type reference data (accessed by navigating to Health and Safety > Audits > Audits).

      Bank audit

    If you are creating new audit, the Select window is displayed, which lists all of the audit types as defined in Audit Type reference data (accessed by navigating to Health and Safety > Audits > Audits).

    Select window

  2. Select the relevant option and then click OK.

    The Audit Survey Editor is displayed.

    Audit Survey Editor

  3. Enter or edit the relevant details.

The fields on the Audit Survey Editor are described in the following table.

This field Holds this information...
Title The name of the survey. This field is mandatory and must be unique.
Type

The type of survey.

Note: These can be defined in Survey Types reference data (accessed by navigating to Health and Safety > Audits > Audits).
Surveyor The name of the surveyor. This field is mandatory.
Business Units The relevant business unit.
Location The relevant location.
Survey Date The survey date. This defaults to today's date but can be edited.
Approved Whether the survey has been approved.
Approved By The person who approved the survey.
Assessment Details

The survey's assessment details. Click the Assessment Details button and then select the relevant survey text record.

Note: These can be defined in Standard Survey Text reference data (accessed by navigating to Health and Safety > Audits > Audits).

  1. Click Save.

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