Findings

Created by Russell Harland, Modified on Thu, 19 Mar at 1:11 PM by Russell Harland

Finding List


View the findings list.

Utilise the filters or search options to refine the list.

Details listed at the top of the screen 

 – Status

 – Last saved

 – Created by with a date and time


Status filter to show selected options


Select timeframe options


Departments can be selected as an individual or multiple departments to show jobs in these selected departments.


Details


Details about each finding are listed based on the end user's evaluation.

Images can be added/viewed.

Supplies can be added or viewed if added from the mobile application.

Notes can be added/viewed. Notes are updates about the finding status by the Supervisor. Eg, "Suppliers are on order to address this finding"


If the Finding Template has been applied in Site Application Settings/Findings/Template you will also see the template text in the details box. If not click on the Apply Template button to the far right of the details box.



Change Status


Click on the change status button top right of screen to present pop up.



Analytics - Side Bar Menu


Select the tile to view the corresponding data. 

With analytics you can see a graphical summary of all findings with a different view of the filters.

Drill into the bars to see the next levels of data.

View Data button, top right of screen will present the raw data back at the Findings List screen where you can drill into the actual finding for specific understanding.




Tabular Details


Utilise the search "Chip" feature to refine your tabular view of the available data.



Reports


View/Download the PDF reports from this list behind the print icon top right of the screen.



Finding Acknowledgement Feature


Where the "Finding Acknowledgement" feature has been activated to the role, via the Site Application Settings/Policy Group, will see a change in the findings if a change of finding risk rating has been applied from the iPad application.


A green coloured shade will highlight that the finding has changed risk rating.





The risk rating field will be highlighted and the history will show who/when made the change.


1. Who viewed/read the defect on the iPad by person doing the job via which work order number

2. What change was made

3. Which person (with feature activation) viewed/read the finding via the web application


Once the defect has been reviewed by the person that has the role with this feature activated, the highlight will be removed. Others with the feature, will not see this highlight as it has been addressed by the initial person that reviewed this changed finding.


The intent of this is that this person needs to address the change or at least add notes to their actions in the defect notes section. This is making people accountable to addressing the change.


Additionally the person will see the alert indicator against the finding menu section of the number of changed finding that they should be aware of.


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