Getting Started with SafetyCulture: Part 2

FREE

Creating an Issue on the iAuditor Web App

Using the Standard Questions

Here's a sample of how the details are filled-out.

In your Issue Activity screen, you can see the changes that were just made. Navigate to the upper left of the screen and click Back to save the details.

Creating an Issue on the iAuditor Mobile App

Creating Issues on Mobile Creating issues on the iAuditor mobile app is essentially the same as the web app, except for a few differences. Let's get to know more about them in this lesson.

Here's a sample of how the details are filled-out.

In your Issue Activity screen, you can see the changes that were just made. Navigate to the upper left of the screen and tap Close to save the details.

You can view your Issues data in graph format using the iAuditor mobile app. True or False?

Deleting An Issue

Managing Issue Categories & Setting Up Alerts

Issue Categories and Alerts You can use up to 7 custom categories to decide what kind of Issues you want your team to report on. An example of a category might be Maintenance, or Property Damage. With each category comes the option to set up alerts. This means that the right people will be notified right away, depending on what type of Issue they're responsible for.

Issue FAQs

FAQs Can I make issues available only to certain users or groups? Yes, you can! Learn how to assign permissions to only users or groups that require access to issues. Who can see issues? Any user who has been assigned the “Issue Access” or “Issue Management” permission can access the Issues feature. However, the specific issues users can see are based on each issue category’s access settings. Learn how you can assign and unassign permissions as an administrator. What happens when I remove a user from a group that has access to a specific category’s issues? This user will lose access to all issues from this category. What happens to resolved issues? They stay on your list! We want you to be able to view and monitor the history of your issues, including those that have been marked as resolved. This means that if the issue was not actioned as expected, it can be easily reactivated and reassigned.

Issue Reports

You can choose to filter by Assignee, Category, and Status.

For example, filtering by Category will let you choose among your list of Issue categories. You can choose multiple categories per filter.

Once you've narrowed down your filter, you'll see a list of all Issues that meet your criteria. Click on the Issue that you want to generate a report for.

Managing Issue Categories & Setting Up Alerts

Issue Categories and Alerts You can use up to 7 custom categories to decide what kind of Issues you want your team to report on. An example of a category might be Maintenance, or Property Damage. With each category comes the option to set up alerts. This means that the right people will be notified right away, depending on what type of Issue they're responsible for.

Introduction to Schedules

Which of these are filter options for the Manage Schedules dashboard? Choose only four.

Creating a Schedule

Any scheduled inspections coming up in the next 7 days will be visible to users in the Overview page of their iAuditor mobile app.

In addition, they can also see upcoming schedules in the My Schedules tab of the iAuditor web version.

Schedules in iAuditor Analytics

Click Show Assignee details to reveal the list of individual assignees.

A red cross indicates a missed inspection...

... while a green dot indicates a completed inspection.

Introduction to iAuditor Analytics + Filtering

With iAuditor Analytics, you can view and compare data from any inspection shared with you.

Further, you can also easily identify areas that need improvement within your organization.

Let's check each feature of the Inspections Conducted graph.

With the Inspections Conducted tab, you'll see data from your inspections that were conducted over a period of time.

You can view this data either in a bar chart or a line chart. You can also export this chart as a PNG file to help make it easier for you to add it to presentations!

Analytics Conducted + Performance

This chart can be viewed asa line or bar chart by toggling the buttons near Export.

Click the drop down menu to export the chart in PNG or the table below as CSV file.

Hover your mouse over the chart to see the no. of inspections conducted. You can also click View Inspections to view and export the inspections.

This is a graphical representation of how your inspections are performing over time based on scoring. The data shown automatically updates as filters are changed.

Just like the graph in the Conducted view, this data can also be viewed as a line or bar chart. You can also export graph as PNG or the table below as CSV.