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:
Using the Survey Home
The Survey Home is displayed on opening the surveyor workspace.
It allows you to do the following:
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Carry out the following survey tasks:
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Edit current Audit Survey - opens the currently selected survey tab
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Create a new Audit Survey - Managing Generic Audits
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Select an existing Audit Survey - displays the Select window, where you can select from a list of existing surveys to open.
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Close the currently opened Audit Survey - closes the currently open survey tab
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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).
Using the Surveyor Workspace
If you selected an existing survey from the Survey Home, the Surveyor Workspace screen is displayed.
Use the Surveyor Workspace to do the following:
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Select from the Set location drop-downs to display the items linked to that location
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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
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Add an audit record, component or asset to the selected location using the Tasks section
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View linked audit record, components and assets of the selected location using the Current information section