Audit Update December 2019

In December 2019 Work Wallet updated the platform’s Audits feature, the main updates included the introduction of audit scoring and customising audit options. This article gives an overview of these changes but for more detailed information please refer to the separate, more specific articles.

Audit Types

Audit Types enable you to categorise your audits.

This is managed in Settings, Health and Safety and Audit Types.

You can use one of the 4 standard Work Wallet types shown below or you can create your own names. Naming your own Audit Types allows familiarity and consistency across your users. To change the Audit Type Name, click Edit.

Against each type you can choose checklists, templates and job titles that are relevant. For example, if you only want an Audit to be available to site managers, this can be specified. This is also managed by clicking Edit.

To save changes click Save Audit Type.

Checklists

Checklists are used when conducting an audit, you can assign each item a checklist response, e.g. N/A, Major Failure, Minor Failure, No Issues.

There are 3 Checklist Types, simple, standard and detailed. Simple has 3 options, standard has 4 and detailed has 6. You can label the options with checklist responses to fit your current operations/preferences and these will also be pulled through to your app.

This is managed in Settings, Health and Safety and Audit Question Group.

Here you also tick whether it needs to be escalated, if something is graded ‘Major Failure’ then ticking the escalation box will escalate the item to a specified user.

Scoring

Audit scoring is optional, select to use it under ‘Checklist Overview’ in Settings, Health and Safety and Audit Question Group shown below.

Scores are assigned depending on the option chosen, for example if ‘Option 2 – Potential Serious Risk’ is selected then 2 points are assigned to that section of the audit. The average score of all of the sections determines whether the audit passes or fails, sections of an audit can be made up of multiple checklists. If one section fails, then the audit fails. The Checklist Pass Option allows you to choose which average you need to pass the audit, for example, above an average of 4 will pass the audit but if any sections score 3 or below the audit will fail.

Automatic failure – you can choose which options will automatically fail and escalate an audit. E.g. if any 1s are scored in any part of the audit, it will automatically fail even if the average is above the specified pass rate of 4 and specific users will be alerted.

Audit escalation reports

To instantly highlight any serious issues that have failed an audit, when an automatic failure is triggered, a separate escalation report is generated. A separate email and pdf is emailed to the audit inspector and/or any other specified users.

In Settings, Health & Safety and Notifications there is an option for users to get escalation reports via text or email.