Scheduling Audits or Checklists

Audits and Checklists are completed On-Line and not at the Hand Held Device.

  • Audits can be Scheduled over a long period of time

  • The system comes with three pre-built audits. These are:

    • Leisuresafe – Health and Safety Performance

    • ViewPoint – Customer Service Excellence

    • Health and Safety Paperwork Checklist

  • However, a User with the right Permissions can create a new Audit or Checklist, make them into a Test Template and then Schedule them.

To Schedule an Audit or Checklist:

  1. Click ‘Manage & Schedule’ in the Control Bar

  2. You will land on ‘Tests and Schedules’ in the Page Tree

  3. Select the Test Template to be scheduled by clicking the text in the line of the Grid.

  4. Click the ’Function Button’ to reveal the ‘Pop Up’

  5. Users must fill in the ‘Purpose’ field as required.

  6. Select the User/User Group the Test is to be scheduled for by clicking and opening the ‘User’ Field.

  7. The ‘Available To’ field must be changed to ‘Website Only’

             a). The ‘Expiry’ field will appear

                  Enter the number of days the Audit is to be completed over

8. Click ‘Schedule’ to schedule the Audit/Checklist.

a). Click ‘Cancel’ to cancel the action.

To schedule a Checklist:

  1. Click ‘Manage & Schedule’ in the Control Bar

  2. You will land on ‘Tests and Schedules’ in the Page Tree

  3. Select the Test Template to be scheduled by clicking the text in the line of the Grid.

  4. Click the ‘Pop Up’

  5. Users must fill in the ‘Purpose’ field as required.

  6. Select the User/User Group the Test is to be scheduled for by clicking and opening the ‘User’ Field.

  7. The ‘Available To’ field must be changed to ‘Website Only’

The following table defines the ‘General,’ ‘Days’ and ‘Time’ tabs. The example shown in the ‘Time Tab’ section is to schedule a Checklist to happen once in a day and start between the hours of 09:00 and 12:00.

 1

2

3

4

  1. Once the above has been complete, click    the button.

  2. Review the schedule in the review screen

  3. If ok,  click  

    • If it is not OK, click to go back the Scheduler to edit your inputs.  

  4. Once the Test has been scheduled, it will appear under the Test Template in the Grid.

    • See here on cancelling a Scheduled Test.