Audits Surveyor Workspace
The Surveyor Workspace is common to several modules in K2 and allows data to be entered in a structured and logical way.
It can be accessed by navigating to Health and Safety > Audit > Surveyor Workspace for generic audits.
The Select window is displayed.
The audit types displayed are those defined in Audit Type reference data (accessed by navigating to Health and Safety > Audit > Audit.
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 - Managing Generic Audits
Select an existing Audit Survey - displays the Select window, where you can select from a list of existing surveys to open.
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).
If you selected an existing survey from the Survey Home, the Surveyor Workspace screen is displayed.
Use the Surveyor 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
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