Audits

Purpose:

CraneStatus audits screen is to present the status of the audits being performed to inspect a crane, in progress, stopped or completed. This enables people managing the audits to see what is happening and to manage the audits that are assigned to their department.

This screen provides this capability along with the following

    – Audit status

    – Audit progress

    – Audit assignment

    – Audit information

Drill into the work order hyperlink to see more specific information about the audit.

The coloured bars in the Completed column indicate the percentage completed and the colours indicate if the audit is within or outside the estimated times. Green is within the estimated times while yellow is greater than 5% and red if greater than 10% of the estimated times.

There are different status's to a audit

   1. Schedules

   2. In Progress

   3. Checked Out

   4. Stopped

   5. Stopped (Tasks Skipped)

   6. Complete

Audits

This is where the execution of the audit is being managed.

You need to start with a registered audit to be presented onto the iPad application for the technician to perform the rebuild.

This screen provides this capability along with the following.

    – Audit status

    – Audit progress

    – Audit assignment

    – Audit information

Drill into the work order hyperlink to see more specific information about the audit.

Use the dropdown filter options to refine your view of the audits.

    – By status

    – By timeframe

    – By department

Also the search option can refine your view even further.

Audit Registration

Register a audit or audits either by

    – Individual registration – Add New

    – Or Import from CSV file

Use the template to import the scheduled audits in one upload.

Department is required for the upload sheet. Any role that is assigned to the listed model and interval will be presented in the audit list once the upload has been completed successfully.

Registering an individual audits requires a department assigned to it. This will default to the department if only one department is allocated to the role in the model but where a role has multiple department options you must select the correct department.

Change View

To switch to Gantt view, click the Gantt button.

The Gantt chart shows Audits based on the selected filters.

To see work order details, double-click a role bar.

To go back to the list view, click the Table button.

More features will be added to this screen in the future.

Use the Zoom In and Zoom Out buttons to change the view.

 You can widen the column width by hovering over the column line to drag across or back.

Audit Details

Clicking on the work order number hyperlink takes you to the audit detail screen where you can see.

    – Details

    – Audit progress information

    – People that have or are working on the Audit

    – Notes sent to or returned from the field

Download service report PDF option top right.

Audit Impacts

Impacts are reported skipped tasks, pauses or stoppage to the audit by the person performing the Audit.

Each of these are defined with a type and listed on this screen

    – Impact

    – Reason

    – User name

    – Date and time

Within analytics to will be able to see the overall impacts based on the filters you submit in a graphic format.

Audit Findings

Any finding on the audit for this role can be seen on this list screen.

Click on the finding number hyperlink to open the finding in a new tab.

Condition Monitoring

Trending of the numerical questions presented to the end user can be viewed.

Select which question you wish to view to see the trending value captured during the last 10 audits that have been completed to this actual serial number, the segment and the role that performed that audit.

Alert icon indicates that the response generated a defect.

    – Hover over to see more information

    – Click on icon to open the actual defect

Audit Times

Clicking on the times tab presents the actual vs estimated times to perform the audit for this segment and role.

Click on the graph to drill down to the next available levels.

Audit Report

A summary report of the work performed for the segment and role.

This report can be printed or converted to a PDF via the print button top right of the screen.

The report provides

    – Audit header details

    – Tasks and questions performed by name with date and time of completion

    – Answers to questions

    – Signatures of stopped or completed audits

    – Findings reported during the audit

    – Also shows task that have not been completed if the audit has been stopped

Change Status

Select the services and click on “Change Status” button.

The system will ask for a reason and all the selected services will change to the status and reason provided.

If each service has a different reason then you will need to do them separately.

Change Multiple Audit Statuses

This function enables you to change the status to multiple audits of the same status to a new status.

Select which audits that you wish to change.

Click on the Change Status button top right of screen.

Select the Status and reason to confirm.

Audit "In Progress"

When a audit is “In Progress” or "Checked Out" no one can reuse or access this work order.

But a problem can occur if a user does not stop or complete the service sign off process within the WIFI area, the work order stays “In Progress” or "Checked Out"   and no one can access it.

A way to change this status is to go into the “In Progress” or "Checked Out"   work order and click on the “Reset Service/Audit” button.

In doing this you risk the chance of losing data since the last time it sync'd. As for the checked out audit, no data will be recovered.

    – Check the service report to see when that was as there will be information captured at the last time it sync’d to the database 

Checked Out Audit

A checked out audit is downloaded to the device and generally off line in a non WIFI area.

It is up to the user to ensure that the audit is checked back in when they return to WIFI coverage.

There is no way to recover this information without the user logging into the same device and checking it back in.

Audit List Reports

In the top right of the audit list screen is the option to download the details on the screen as a PDF or as an excel spreadsheet. Click on the print button to expose these options.  

Enjoy: