Actions build a workflow into the iAuditor system by helping users take next steps when a non-compliance/hazard is spotted and a corrective action is needed. Now, while conducting an audit you will have the option to create an action immediately on the spot. This action can then be assigned to another user with a priority level and due date, and they will be notified in real-time via email, text (SMS) or push notification. The assignee can then address the situation immediately, and you will be notified once this action has been completed. 

Note: If you’re on a Free iAuditor account, actions can only be assigned to yourself. To assign actions to team members, you’ll need to have a Standard or Premium subscription. Click here for more information about subscription options and to begin a trial.

[Apple device] Creating an action during an audit – iOS

  1. When a non-compliance is selected, the submenu will appear with the option to add an action. Alternatively, tap on the paperclip.

2. Create an action. You have the option to assign the action to a user within your organization account and set a priority and due date. The assignee will receive a notification.

Updating the status of pending actions

  1.  Tap on ‘Actions’ in the bottom menu of iAuditor to see your list of actions.
  2. You can update the status of the action by tapping ‘Start Action’ at the bottom to show the ‘In Progress’ status. Complete the action by tapping on ‘Mark As Done’ to close the action and update the status to ‘Done’. 

       

3. If the action cannot be done, you can change the status to ‘Can’t Do’ by pulling up the drop-down menu in the top right hand corner. You also have the option to Edit the action if necessary.

 

[Android device] Creating an action during an audit – Android

  1. When a non-compliance is selected, the submenu will appear with the option to add an action. Alternatively, tap on the paperclip.
  2. Create an action. You have the option to assign the action to a user within your organization account and set a priority and due date. The assignee will receive a notification.

Updating the status of pending actions

1. Tap on the 4th icon in the menu of iAuditor to see your list of actions.

2. You can update the status of the action by tapping ‘Start Action’ at the bottom to show the ‘In Progress’ status. Complete the action by tapping on ‘Mark As Done’ to close the action and update the status to ‘Done’.
       

3. If the action cannot be done, you can change the status to ‘Can’t Do’ by pulling up the drop-down menu in the top right hand corner. You also have the option to Edit the action if necessary.

[Desktop/PC] Managing actions across the organization – iAuditor, the Web App

Within iAuditor, the web app, managers or administrators can view all details for actions across the organization and filter by Status, Assignee, Priority, Audit, Due Date and Creator.

If an action is left unassigned, a manager or administrator can log in to iAuditor, the web app, to view all actions across the organization and assign the action to the appropriate team member.

  1. Click on the action to pull up the details panel. In the details panel, click on ‘unassigned,’ select the relevant team member and click ‘Mark as Done.’ Changes are saved whenever any edits are made to the details panel.
  2. Within this details panel, the details of the action, Priority, Due Dates and status of an action can also be changed.

Note: To ensure that notifications are received whenever actions are assigned or marked as complete, turn on Notifications in the device settings.