Rapid Auditor
Can I edit audits or tasks in the Planner?
The "Planner" dashboard is a schedule view of previous and upcoming audits and tasks. “Master audit or task” details can be viewed by clicking on the "Audit Number and Audit Name link" (shown as the blue listed items at the left). "Master audits or ...
How to change the Planner default view
The “Planner” section allows you to view “Audits” and “Tasks” in a schedule format, based on daily, weekly or monthly timeframes. When opened, the Planner dashboard will show “Audits”. To show tasks, select the “Tasks” button at the top. The ...
Understanding each form field within Form Builder
Background When creating custom forms or permit templates using the Form Builder, each form field serves a specific function. This article provides an explanation of each form field within the Form Builder. Overview of form fields and their functions ...
Can I view more than 10 items to a page?
When viewing Audits, Tasks, Actions or Items the maximum you can view at a time is ten. If you wish to view more than this you can use the Export to Excel function (via the “Excel” icon at the top right). Tips to view Audits, Tasks, Actions Click on ...
How to use the Planner
The “Planner” section allows you to view “Audits” and “Tasks” in a “schedule” format. The “Default Planner Period” can be set to “Day”, “Week” or “Month”. To do this, go to “Settings” > “Package Details” > “Package Info”. To search the Planner and ...
How to schedule a once-off task
Tasks are activities linked to an asset or item, for example equipment maintenance or inspections. Tasks can be scheduled on a once-off or on a repetitive basis. To set up a once-off task, please follow the instructions outlined below. Scheduling a ...
How to Schedule a Repetitive Task
A task is an activity which is linked to an asset or item, for example equipment maintenance or inspections. Some tasks must be conducted on a recurring basis—whether daily, weekly, monthly, quarterly or annually. You can easily schedule an task to ...
How to schedule a once-off audit
Audits can be scheduled on a once-off or on a repetitive basis. To set up a once-off audit, please follow the instructions outlined below. Scheduling a once-off audit Select the “Audits” tab to navigate to the Audits dashboard. Click on the "Add New ...
How to Schedule a Repetitive Audit
Some audits must be conducted on a recurring basis—whether daily, weekly, monthly, quarterly or annually. You can easily schedule an audit to repeat at regular intervals, eliminating the need to create a new audit each time. This approach ...
How to create an extra action for a completed audit
Sometimes an “Action” may need to be added to an “Audit” after it has been completed and reviewed. An extra “Action” can be raised within the sub-audit. To create an extra action linked to the sub-audit, please follow the instructions outlined below. ...
How to create a separate action not linked to an audit
“Actions” do not need to be linked to an “audit”. An “Action” can be raised as a separate, stand-alone item. To create an action separate to an audit, please follow the instructions outlined below. Create an Action from the Actions dashboard Navigate ...
How to Create an Action in an Audit
If there are any issues or shortcomings identified when conducting an “audit”, an “action” can be raised. The “action” may be set as “mandatory” or “optional”. Note: If the action is set as mandatory, the audit form will not be able to be submitted ...
How to Schedule a Task for an Asset/Item
Audits, tasks and actions for an asset/item can be created from the “Item” section. The benefit is all audits, tasks and actions are attached to the particular asset/item. “Tasks“ attached to an “asset/item” can be set up as “once-off” or ...
How to Create an Action for an Asset/Item
Audits, tasks and actions for an asset/item can be created from the “Item” section. The benefit is all audits, tasks and actions are attached to the particular asset/item. To set up a action for an asset/item, please follow the instructions outlined ...
What is the difference between an audit and an action
An audit is a process where a business checks how well it is following safety rules and regulations. It involves creating either "once-off" or "repetitive" audits. “Audits” usually have an attached "Audit Form" which is a set of questions based on ...
How to approve or reject an action
Actions in the yellow “Awaiting Approval” status should be reviewed by the responsible admin and “Approved” or “Rejected”. Workers will not be able to complete any actions in the “Awaiting Approval” status. Once approved, the action will go to “In ...
How to close an action
Actions in the green “Completed” status should be reviewed by the responsible admin and can be closed manually. Once reviewed, actions can be “Closed”. Note: If “Actions Auto-Close” has been set up in the “master audit or task”, actions will close ...
How to add notes/ comments to an action
Instructions, progress notes or comments can be added to all actions. Files are able to be uploaded in the Comments section. To add notes or comments to an action, please follow the instructions outlined below. How to add notes / comments to an ...
How to add notes/ comments to task
Instructions, notes or comments can be added to all active tasks, including master tasks and sub-tasks. To add notes or comments to a master task, please follow the instructions outlined below. How to add notes / comments to a master task Select the ...
How to Close or Reject a Task
“Tasks” in the green “Completed” status should be reviewed by the responsible admin and can be closed manually. If “Automatic Close” has been set up in the “master task”, tasks will be closed automatically after the specified number of days. Once ...
How to complete a task
When an task is assigned to you for completion it will be in either “Scheduled”, “Overdue” or “Rejected” status. The task will have a “Due Date” and you as the “Responsible Person”. To complete an task, please follow the instructions outlined below. ...
How to complete an action
When an action is assigned to you for completion it will be in either “Scheduled”, “Overdue” or “Rejected” status. The action will display a “Due Date” and you as the “Responsible Person”. Note: The “checklist icon” in the first column is a link to ...
How to search for an Action
Searching for an Action Click on the “Action” tab in the menu header: Use the filters on the left hand side. Note: These filters are designed to narrow down your search criteria and find the information you need quickly. Action Title: Enter the ...
How to search for a Task
Searching for a task Click on the “Task” tab in the menu header: Use the filters on the left hand side. Note: These filters are designed to narrow down your search criteria and find the information you need quickly. Task Details: Enter the Task Name, ...
How to set up notifications for employees / workers / users / inductees / trainees
You can receive email and/or SMS notifications advising when you have assigned audits, tasks and actions to complete. To set up or edit your worker notifications, please follow the instructions outlined below. Setting up notifications for a worker ...
How to deactivate an employee / worker / user / inductee / trainee
Typically, Auditor is linked to your company's Workforce system, so the “Inductees” should already appear in Auditor. New “employees” or “contractor workers” should be added via “Induct”. Based on your permissions, you will have the ability to ...
How to add employees / workers / users / inductees / trainees
Typically, Auditor is linked to your company's Workforce system, so the “Inductees” should already appear in Auditor. New “employees” or “contractor workers” should be added via “Induct”. Based on your permissions, you will have the ability to ...
How to delete locations
Locations allow you to allocate administrators, audits, tasks, actions and items (assets) to the appropriate site or area. Locations are useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting ...
How to edit Locations
Locations allow you to allocate administrators, audits, tasks, actions and items (assets) to the appropriate site or area. Locations are useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting ...
How to add a Location
Locations allow you to allocate administrators, audits, tasks, actions and items (assets) to the appropriate site or area. Locations are useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting ...
How to create, edit and delete sub-categories
Sub Categories work with Categories to allow you group types of audits, tasks and items. Sub Categories can be useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting reports. To set up, edit and ...
How to create, edit and delete categories
Categories allow you group types of audits, tasks and items. Categories can be useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting reports. To set up and edit categories, please follow the ...
How to preview an audit form template
When building or editing an audit form template, you may wish to check how the audit form appears. The “Preview” function in Form Builder allows you to do this. , You can also check if any conditional formatting is working correctly. Note: The ...
How to deactivate and replace an Audit Form
Audit Forms can be deactivated. When deactivating an audit form you will be prompted to replace it with another. This means any scheduled master or sub-audits or tasks, which have not been completed will have the form automatically replaced with the ...
Understanding each "Form Field" answer option in an audit form template
Background When building an audit form template using the Form Builder, “Form Field” is used to set up questions and responses. The "Form Field" section has various answer options. This article provides an explanation of each “form field answer ...
How do I make questions mandatory in an audit form?
In an audit form, questions can be optional or mandatory. If the question is mandatory the audit form cannot be submitted without completing the question. Mandatory questions will be indicated by a “red asterix”. To set up mandatory questions in an ...
What is Numbering in an Audit Form
The various fields in an audit form template allow for numbering. If you have numbered section headings set up, each question will have a sub-number, e.g. the third question in the second section will be numbered as question “2.3”. If you move ...
How to add Scoring and Weighting in audit forms
“Scoring” and “Weighting” can be added to Audit Form templates for all “Form Field” answer types. This allows a percentage score to be shown to indicate the level of compliance for a completed audit. For example, a score 90%, means 9 out of 10 ...
How to make Actions mandatory for non-compliant answers
Questions within an Audit Form template can be configured so the user can add an action if the answer is “non-compliant”. “Actions” can be set as “optional” or “mandatory”. When a mandatory action is required the audit form will not be able to be ...
How to set up Conditional Formatting in an Audit Form
What is conditional formatting? Conditional formatting is a function in the Form Builder section of Rapid Auditor that enables users to set conditions for different parts of the form. These conditions can control the visibility of questions based on ...
Next page