User Story
User Story #1 : As an auditor, I would like to conduct audits on company standard protocols
User Story #2 : As an inspector, I would like to inspect equipment's and processes regularly making sure their are complaint to required standard.
👥 What am I doing now ?
I have paper / spreadsheet based audit / Inspection checklist I would fill out simultaneously while conducting audit / inspection. But there is no way to assign action plans for the findings or observations during the process and have to manually follow up.
📖 App Capabilities
Ability to create a Library of questions and protocols
Ability to create new Inspections / Audits with few clicks and with an option for recurrence.
Setting alerts & reminders for auditors/inspections for timely completion
Easier way to track the current status of any Audit / Inspection
Ability to create Adhoc audit without protocol and only with findings.
🤩 Niche Features
Imports feature to import questions from spreadsheet for creating questions library.
Mobile friendliness while conducting online/offline audits/inspections.
Scoring system based on responses against each questionnaire
Print friendly report with all audit/inspection details.
🚶♂️ Walkthroughs:
Conducting Audit/Inspection
Once you login to site, click on the Audit Management Icon on the homepage
You would land on to a page that has the scheduled audits, click on the appropriate audit/inspection
System would land you on to the questionnaire page, where you see all the inspection checklist or audit questionnaires
Use the response dropdown against each of the to provide your response.
In case of a non-preferred answer, system would ask you to create finding, click on the red icon to open up the findings screen
Fill out the form and save it, system does gives you an option to create an Action Item for the finding too.
In case you need to create an action item for a finding, then respond to the question “Create Action Item” in the finding screen, then fill out the action item form and save the whole form.
Now the red icon will be green indicating that finding step is complete.
Before we move on to creating audits or inspections, We would cover two major steps whose outcome would be used to create audits/inspection. These are
Uploading Questions
Grouping these questions in Protocol
These steps can only be performed specific users (Admins)
Uploading Questions
Once logged in, click on the “Modules > Audit Management > Manage Audit Questions”
Click on New button, this will open up Questions form. Fill out the initial form and hit save button.
Once initial form of the question is saved, click on the Responses tab and fill out the responses for the question and their type. Once filled, click on the save button.
Grouping questions into Protocol