Audits Reference Data

The Audits reference data window can be accessed by navigating to Health and Safety > Audits > Audits.

Note: You must have a role with the GenericAuditReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to define the questions to be used during an audit. The questions are split into headers, sections, questions, answers and phrases.

Audit Questions reference data

Questions help provide a more rounded and consistent set of information for audits. Questions can have an open free text answer, a measurement-based answer or answers to select from a given list created prior to the survey.

The questions can be weighted and scored, the score itself used to display risk bands using Risk Formulae.

The questionnaire components are described in the following table.

Component Description
Headers

The main header under which a questionnaire is organised.

A header can be applied to a type of location, meaning that questions from particular headers can only be used to perform questionnaires on a particular type of location (for example: if a header’s supported location is a room, then that part of the questionnaire can only be used to perform an assessment at that type of location).
Sections Sections of the questionnaire. Each section has a position to organise where in the questionnaire the section appears.
Questions The questions used to perform the assessment. Questions can be made mandatory and given a weighting and a score.
Answers

Answers can be of three types:

  • Default answers - pre-defined, creating a multiple choice set of answers
  • Measurement answers - a value (for example: in litres, metres, or metres squared)
  • Text based answers - free text
Phrases Phrases are used to aid the answering of questions when performing an assessment. They are attached to a question and can be edited once included in the assessment. They can be added to text-based answers and is displayed in the body of the answer.
Annotations

Annotations represent notes taken on potential recommendations, actions or observations noted during the assessment. Monetary notes can be added through annotations where an estimated and actual cost can be applied.

Annotations can be added to all types of answers, and the types and amounts added to annotations are summarised in the Actions Summary on the Welcome screen.

Use this reference data to define types of audit (for example: Insurance Audit).

Audit Type reference data

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Use this reference data to record scoring systems for audits (for example: Very Low - 0-4, Low - 5-6, and so on).

Risk Formulae reference data

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Use this reference data to record standard text that can be written and inserted into an audit.

Standard Survey Text reference data

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Use this reference data to define types of survey.

Survey Types reference data

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