Audits Surveyor Workspace

The Survey Workspace is common to several modules in K2 and allows data to be entered in a structured and logical way.

Survey Home screen

It can be accessed by navigating to Health and Safety > Audit > Surveyor Workspace for generic audits.

The surveyor workspace can also be used specifically for the following modules:

The Select window is displayed.

Select window

The audit types displayed are those defined in Audit Type reference data (accessed by navigating to Health and Safety > Audit > Audit.

The relevant audit is displayed.

Select from the following to view information on using the surveyor workspace:

The Survey Home is displayed on opening the surveyor workspace.

It allows you to do the following:

  • Carry out the following survey tasks:

    • Edit current Audit Survey - opens the currently selected survey tab

    • Create a new Audit Survey - adds an audit survey record

    • Select an existing Audit Survey - displays the Select window, where you can select from a list of existing surveys to open.

      Select window

    • Close the currently opened Audit Survey - closes the currently open survey tab
  • Create a specified type of survey from the Types of survey section. These are defined in the Survey Types reference data (accessed by navigating to Health and Safety > Audit > Audit).

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If you selected an existing survey from the Survey Home, the Survey workspace screen is displayed.

Survey workspace screen

Use the Survey Workspace to do the following:

  • Select from the Set location drop-downs to display the items linked to that location

  • Edit the survey status of the location (that is: Surveyed, Unable to survey, Not Yet Surveyed) by clicking the link in the top right-hand corner of the Set location section

    Not Yet Surveyed link

  • Add an audit record, component or asset to the selected location using the Tasks section

  • View linked audit record, components and assets of the selected location using the Current information section

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