To complete a new Monthly Safety Audit Form, first locate the calendar widget on your Site Dashboard and click on the appropriate month:
This will take you straight to the new inspection form. On the left, you will find an outline of inspection sections. You can navigate the form by clicking on these items on the left.
On the first page of your Inspection Form is the general information page that will auto-populate the date, time, and weather. Make sure you click the signature button to certify your form on the right.
Now click on the first item under "Walking and Working Surfaces". You'll notice that a new question appears on the right. Click on the drop-down arrow to see a list of options.
If you select "N/A" for any of the questions, you have the option to leave any comments, tasks, or photos:
If you select "Yes", this means that there are no deficiencies in this inspection item, and therefore there are no other fields to fill out:
If you select "No", then this means there might be a deficiency in this inspection item, and you will see additional options to create a task, add a comment, and or photos:
When all required information on the right is filled out, the circle on the left will have a green check mark as soon as you click on the next inspection item. To complete the form, you can just click on all the circles in your section outline and answer the question you asked. After completing all your edits, click "Save" in the bottom right corner.
You will know if your form is complete if all circles on the left have check marks in them. Here is an example of an incomplete form after Save is selected:
To fix an incomplete form, click into the sections that have red exclamation marks, fill in any missing required information, and select Save again.
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If you have any questions or need further assistance, please e-mail firstname.lastname@example.org or call (800) 553-7420 ext. 1.
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