Rapid Auditor
How to add a new extra audit
If you require an extra audit, additional to the currently scheduled audit(s) there is an option to add one using the “New Extra Audit” button. To set up a new extra audit, please follow the instructions outlined below. Create a new extra audit ...
Why can't I find my audit?
Sometimes you may not be able to find an audit. This may be due to an incorrect timeframe selected in the search filter. The “Audit” filter defaults to a specific timeframe, e.g. “Last/Next 30 days”. Try expanding the “Timeframe”, e.g. to “Last/Next ...
What is an audit
Auditing is a process where a business checks how well it is following safety rules and regulations. The Auditor system allows you to create “Once-off” or “Repetitive” audits. These audits can be assigned to a particular person, called a "Responsible ...
How to complete a quick audit
A “Quick Audit” is a streamlined way to set up and launch a new audit. It is useful if you want to quickly create and complete an audit in one step. The “Quick Audit” button bypasses some of the steps of setting up a standard audit: The Audit Library ...
What is a quick audit
A “Quick Audit” is a streamlined way to set up and launch a new audit. It is useful if you want to quickly create and complete an audit “on the spot”. Normally, adding a “New Audit Task” requires setting up the master audit first, with the additional ...
Published Jan 20 Zoe Downey Edit Share How to assign audits to trainees / workers
Audits are assigned to a “Responsible Person”. This would apply whether they are an administrator, a trainee / worker / user, or a contractor worker (if applicable). You have the option to assign either the master audit, or a specific sub-audit. To ...
How to edit a pre-existing audit
You can make changes in a pre-existing master audit, as well as individual sub-audits. Editable fields in a master audit include the following: Audit Name Reference Number Description Category Location Responsible Person Automatic Close Start Date ...
How to edit a pre-existing master audit
You can make changes in a pre-existing master audit, as well as individual sub-audits. Editable fields in a master audit include the following: Audit Name Reference Number Description Category Location Responsible Person Automatic Close Start Date ...
How to deactivate / reactivate an asset / item
If an asset or items is no longer held, it can be easily deactivated. Active assets will appear on the Items dashboard in the green “Active” status. Inactive assets can be searched by selecting “Inactive” in the Status filter option. These will ...
How to edit an asset / item
Information and details for assets or items can be easily updated or changed by administrators with the appropriate level of role permissions. Editing assets / items Select the “Items” heading tab to navigate to the items dashboard: Using the filter ...
How to reassign the responsible person for a task
You can change a task from one responsible person to another. This would apply whether they are an administrator, or a trainee / worker / user. You have the option to transfer either the master task or a specific sub-task. For tasks which occur ...
How to reassign the responsible person in an audit
You can change an audit from one responsible person to another. This would apply whether they are an administrator, or a trainee / worker / user. You have the option to transfer either the master audit or a specific sub-audit. For audits that occur ...
How to add or reassign responsible person(s) for an action
You can change an action from one responsible person to another. This would apply whether they are an administrator, or a trainee / worker / user. To reallocate or transfer an action from one responsible person to another, please follow the ...
How to set up notifications for admins
As an administrator you can receive email and/or SMS notifications about your “personally” assigned audits, tasks and actions. As a “Responsible Administrator” you can also receive notifications about audits, tasks and actions which have been ...
How to set up a report
Reports can be generated to export data from your package. We have various default reports to choose from and recommend generating the report relevant to the data you wish to export. This data can be narrowed down based on the filters applied to the ...
How to search for an audit
Searching for an audit Click on the “Audit” 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. Audit Details: Enter the Audit ...
How to export an ad hoc report
You have the ability to request ad hoc reports using filters to export data related to the audits/tasks on your dashboard. The below instructions will take you through the steps to export the requested report. Exporting an ad hoc report Go to the ...
How to execute a previously set up report
You can easily set up and regenerate reports using the same filters as your previous reports. You'll be able to select only from the saved reports. Just follow the instructions below to get started! Executing a previously set up report Click on the ...
How to create a new audit form from a copy
When creating forms, you can easily copy an existing form. This feature enables you to replicate all form fields from the original form and make updates in the duplicated version. Creating a new audit form from a copy Click on the “Settings” tab at ...
How to create an audit form
This article will go through the instructions on how to create a new audit form that will be available to attach/assign to your audits. Creating an audit form Click the "Settings" tab in the menu header: Click on 'Audit' in the sub menu > the Audit ...
How to complete an admin transfer
An admin transfer is the action of transferring any records one administrator is responsible for to another administrator. When deactivating an admin user, we recommend to transfer the records to another admin. This ensures records are assigned ...
How to add an administrator
Based on your permissions, you will have the ability to add additional administrators into your client package. If you would like to add an administrator to your company's package, please refer to the instructions below. Adding administrators Select ...
Edit an admin role
All administrator users are assigned an admin role which has a set of permissions assigned and determines their access. Administrators with the relevant access have the ability to review and update the permissions assigned to each admin role. This is ...
Deactivating an administrator
You have the ability to deactivate an administrator user who no longer requires access to your package. This will generally be applicable if someone has left your business and you need to remove their access. Deactivating an administrator Sign in as ...
Auditor dashboard overview
Welcome to the Auditor Dashboard, where you can easily search for audits using various filters. Let's explore how to navigate through these filters and find the information you need. As you log in, you'll notice the filters located on the left-hand ...
Adding a new admin role
Based on your permissions, you will have the ability to add roles to assign against your administrator users. These roles will assist managing the access your admins have within your package. You will allocate a set of permissions relevant to the ...
How to search for an asset / item
Searching for an asset / item Click on the "Items" tab to open the Asset / Items Dashboard: On the Asset/ Items Dashboard, you'll see filters on the left-hand side. Item Name: Search for a specific item by name. Category: Filter items by categories ...
What is an asset / item?
The items page is where you can record the details of an item or asset within your business that requires a scheduled or recurring task, for example, plant or machinery that requires annual maintenance to be undertaken. You can add tasks, audits, and ...
How to add assets / items via a bulk upload
If you need to add a large amount of assets/items in your package, you can efficiently achieve this by utilising the bulk upload feature. Adding a new item via bulk upload Navigate to the “Items” tab: Click the green button at the top right of the ...
How to add an asset / item
The items page is where you can record the details of an item or asset within your business that requires a scheduled or recurring task, for example, plant or machinery that requires annual maintenance to be undertaken. You can add tasks, audits, and ...
Assigning a role/permissions to an administrator
Admin users must be assigned a role in order to access the product as the role determines what permissions and access the user has. Roles can be assigned by following the below instructions and can be revised at any point if permissions/access needs ...