Eric's SafetyCulture Examples

• Hi. Welcome to my demonstration of the power and flexibility of iAuditor.

• It provides a demonstration of how you can use the various system components and contains a few nifty tricks and ideas. Feel free to dig in and take a look at how I've built it.

• Swipe across to browse through each of the sections then make your selection at the top of each.

• Document No.

• Audit Title

• Prepared for

• Conducted on

  Date

• Prepared by

• Demonstrating - Categories, Information, Sections, Scoring, Exporting

• COME BACK HERE TO SELECT A DIFFERENT COMPONENT

• Which Navigation & Structure Component would you like me to demonstrate?

  Category

  Information

  Sections

  Scoring

  Exporting Audits

• Demonstration of Categories

• Instead of having long strings of questions streaming down the page of your audit, it looks better and is easier to manage if you group them into categories.

This is what a category field looks like in your audit.

• So, lets take a look at an example of how an audit looks both with and without categories.

• Tick this box to get started

• Switch me on/off. When I'm OFF you'll se below a simple list of items. When I'm ON the same items are presented but using categories makes it far easier to use and is better on the eye.

  Off

  On

• Here you see a straight list of questions one after the other.

• Black pens total

• Black pens without caps

• Black pens without ink

• Black pens broken

• Blue pens total

• Blue pens without caps

• Blue pens without ink

• Blue pens broken

• Red pens total

• Red pens without caps

• Red pens without ink

• Red pens broken

Black pens

• Total

• Without caps

• Without ink

• Broken

Blue pens

• Total

• Without caps

• Without ink

• Broken

Red pens

• Total

• Without caps

• Without ink

• Broken

• Did you also note that you can tap on the category to open or close it. Pretty handy if you were only worried about Blue pens today. Note, even if you have closed the category, it WILL still appear in your report.

• Categories also appear in your Table of Contents on the report. But you can't use them to get subtotals of score/s.

• Demonstration of Information fields

• You can have 3 types of information fields. Text, Media or Link. (The paragraph you are reading now is a text type). You can use it to provide instructions or other written information to the user. You can also choose whether or not it appears on the report. For example, this text will appear in the report, but the next one won't

• This information field won't print out on the report. Check and see for yourself. So it could be detail for the person conducting the audit, but you don't want the client to see it in the report.

• I have also hidden a field on the audit, that will only appear on the report. This is good if you want to give detail to the customer but don't want to clutter the screen whilst you are performing the audit.

• Tick me to reveal the hidden text when the report is previewed or printed.

• AUDITING CAN BE FUN TOO

• After you have found the hidden text on the report, come back and enter it here.

• What did it say?

• Well done! You got it right.

• And here is one that is a LINK type. Click on the link to follow it. (This one is a link to the iAuditor website). You could also add an email address or a link to some other form of content.
  www.safetyculture.com/iauditor

• This is an example of an information field that is a MEDIA type. (This is an image I like). Sunrise from space, courtesy of NASA.

  

• It is a real image. I just wish I could have been there to see it for myself.

• Tick me to find out more about this image..

• Details: This is a real image of sunrise over the earth, as captured from the International Space Station (ISS) whilst over the Pacific Ocean 3 Aug 2017 14:21:10 GMT.

• If you would like to access Live Earth Views from the (ISS), follow this link.
  https://www.nasa.gov/mission_pages/station/main/index.html

• Demonstration of Sections

• IT'S A LONG WAY TO THE TOP. (Well it could be). Imagine you have a very large checklist to work through.

• All that scrolling up and down, You could get lost.

• Similar to Categories, Sections help you to break your audit down into meaningful (and manageable) chunks. You can see what section you are in at the top of this audit. (We are currently in "Navigation & Structure"). Try swiping to the right or left to move between Sections.

• As well as swiping between Sections, you can tap on the section, and it will shrink into a list of all the sections in the audit, so you can quickly move between them.

• Sections are separated on your report by a page break. They are also the headings for your table of contents.

• Scores (if you want to use them) will also be tallied for each section.

• Demonstration of Scoring

• There are 2 components to scoring. (Score and Weight)

• I am a Checkbox with a weight of 1

• Not ticked the score is (0/1)

• Ticked the score is (1/1)

• I am a checkbox with a weight of 3

• Not ticked the score is (0/3)

• Ticked the score is (3/3)

• I am a Question with a weight of 4

  Answer = 1

  Answer = 2

  Answer = 3

  Answer = 4

  Answer = 5

• No answer selected, gives a score of (0/20)

• 1 x 4 gives a score of (4/20)

• 2 x 4 gives a score of (8/20)

• 3 x 4 gives a score of (12/20)

• 4 x 4 gives a score of (16/20)

• 5 x 4 gives a score of (20/20)

• The highest scoring response is set to 5. And the whole question's weight is 4, so the maximum you can score is 5 x 4 = 20.

• How does scoring work with Multiple Choice fields? Well, this depends on whether you choose for it to be Single Selection or Multiple Selection.

• The score base is the maximum score that can be selected from the list.

• I am a Multiple Choice field with Single Selection.

  Choice (Score 1)

  Choice (Score 2)

  Choice (Score 0)

  Choice (Score 5)

• Because you can only select ONE response then the score base is the maximum of any single choice you can make. (ie. 5). So if you selected the option worth 2, then your score will be (2/5).

• I am a Multiple Choice field with Multiple Selection.

  Select Choice (Score 1) Choice (Score 2) Choice (Score 0) Choice (Score 5)

  • Choice (Score 1)
  • Choice (Score 2)
  • Choice (Score 0)
  • Choice (Score 5)

• Because you could select ALL responses, the score base is the sum of all selections. (Ie. 1+2+0+5 =8). So if you selected only the first 2 items (worth 1+2) then your score would be (3/8).

• Note: If the score base from a mulltiple selection means the field is contributing too much against your overall score, then change the weighting to a decimal value. Eg. The above example contributes 8 points to your overall score but it should only be worth 1 point. Change the weight for the component to 1/8 (0.125).

Components that allow you to assign a weight & score.

• Questions - (Score depends on the response)

• Checkbox - (Score is either 0 or 1)

• Multiple Choice - (Score depends on the response)

• Slider - (Score is the value selected). Note: The score base is the maximum value of the slider. Eg. If the max value on the slider is 1000, then this field would contribute 1000 points to your overall score. In this case you may change the weight to 0.001 so it brings the total contribution back to 1.

• Switch - (Score is either 0 or 1)

• Demonstration of Exporting Audits

• iAuditor has a very powerful feature. The ability to output the results of your checklist as a very professional report.

The Export Profile is the key to configuring the report.

• It can output your report in many formats (eg. PDF, Word, CSV, JSON & XML)

• You can modify nearly all items related to the report.

• Margins, page widths

• Quality & resolution of media

• You can choose to omit things from the report based on their value or score or whether a response has been provided.

• You can choose whether to include Page & Doc numbers, Title Page/s, Table of contents, disclaimers, scores, etc. And you can change the format and appearance of each.

• You can include up to 3 extra pages with the report.

• You can choose how to present failed responses and whether to include actions.

• You can have (and select from) many different Export Options all individually customised.

• Scroll up to the top of this section to select a different component demonstration.

• Demonstrating - Address, Barcode Scanner, Checkbox, Date Time, Drawing, Media, Signature, Slider, Text, Text Single Line, Weather,

• COME BACK HERE TO SELECT A DIFFERENT COMPONENT

• Which Data Collection Component would you like me to demonstrate?

  Select Address Barcode Scanner Checkbox Date Time Drawing Media Signature Slider Text Text Single Line Weather

  • Address
  • Barcode Scanner
  • Checkbox
  • Date Time
  • Drawing
  • Media
  • Signature
  • Slider
  • Text
  • Text Single Line
  • Weather

• Demonstration of Addresses

• Tap the Locate button to find the address
  Address

• Tick if the audit relates to more than one site
Additional Site

• Site Description

• Address
  Address

• Demonstration of Barcode Scanner

• Find a barcode and scan it here

• Scan your first barcode

• The barcode scanner is simply a data entry tool. It takes the number represented by the barcode and enters it into the field. It can be really usefull if the assets you are auditing have barcodes attached to them.

• Scan more barcode/s

Next Barcode

• Demonstration of Checkboxes

• You can go intelligent with Checkboxes. They can be simple or very smart (if used with smart fields)

• They can be simple ticks. Eg.

• Check item 1

• Check item 2

• Check item 3

• Or they can be much smarter (when used with smart fields). Eg.

• Is the item Servicable? (Note the different responses available below depending on whether the item was ticked)

• Item passed inspection (ITEM TICKED)

• Next service date

  Date

• Item failed inspection (ITEM NOT TICKED)

• Reason for failure

• Rectification Date

  Date

• Demonstration of Date Time/s

• You may want to enter both date and time

  Date

• Or just the date

  Date

• Or just enter the time

  Date

• Demonstration of Drawings

• Use this field to create a freehand drawing within your audit

  Drawing

• Or maybe you would like to have a pre-determined drawing template behinnd your drawing

  Drawing

• Demonstration of Media

• Try adding one (or more) photo/s from your Camera here

  Media

• Try adding one (or more) photo/s from your Gallery here

  Media

• Note: Photos will appear as thumbnails within the print of your Audit and can (subject to settings) appear in the Appendix

• Tap the thumbnail of the image to open it for viewing.

• Demonstration of Signature/s

• You can ask for a signature without any form of date/time stamp

  Sign

• Or you can choose to have the date/time stamped with the signature

  Sign

• Do you want a signature to be mandatory?

  Yes

  No

• Try to complete this audit without collecting a signature (Note the red mark to the left)

  Sign

• Note. If you had said No to the question (Do you want a signature to be mandatory?) then you would be able to complete the audit.

• Demonstration of Sliders

• Sliders are a graphical and easy way of entering a quantity between specific ranges and with set increments

• It could be as simple as a scale of 0 to 2

• Or 1 to 100

• Maybe in increments of 0.1

• Or increments of (say 20)

• Or within a specific range

• Demonstration of Text boxes

• Here you could enter a paragraph or two (or more)

• Allow additional text boxes? (Switch me on)

  Off

  On

• Now you could write War & Peace

Further Text

• Demonstration of Text Single Line fields

• Here you can ask for a single line of text

• Or here you can ask for a number

• Maybe an email address

• Or a phone number

• Or a person's name

• These all are options available with single line text fields

• Use smart fields after one of these to add extra functionality depending on the value entered.

• Eg. Pick a number between 1 and 10 in the field below. Then scroll down to see what I think of your number.

• I said Between 1 and 10

• I said between 1 and 10

• TRY A BIT HIGHER

• TRY A BIT LOWER

• YES! WELL DONE.

• If you would like to record weather details at the time of your audit

• Or maybe you need to manually record weather details. (Switch this on)

  Off

  On

• Date & Time

  Date

• Temperature

• Conditions

  Select Night Sunny Overcast Cloudy Rain Snow Stormy

  • Night
  • Sunny
  • Overcast
  • Cloudy
  • Rain
  • Snow
  • Stormy

• Humidity %

• Wind Speed Kmh

• Observations

• Record weather for additional locations

Additional Weather Location

• Additional Site Name

• Manually Record Weather

  Off

  On

• Date & Time

  Date

• Temperature

• Conditions

  Select Night Sunny Overcast Cloudy Rain Snow Stormy

  • Night
  • Sunny
  • Overcast
  • Cloudy
  • Rain
  • Snow
  • Stormy

• Humidity %

• Wind Speed Kmh

• Observations

• Scroll up to the top of this section to select a different component demonstration.

• Demonstrating - Question, Multiple Choice, Switch, Dynamic Field, Smart Field

• COME BACK HERE TO SELECT A DIFFERENT COMPONENT

• Which Intelligent Component would you like me to demonstrate?

  Question

  Multiple Choice

  Switch

  Dynamic Field

  Smart Field

• Demonstration of Questions

• Simple Yes No N/A Question

  Yes

  No

  N/A

Sets of responses drives your question options

• When you create a question, you have the option to use an existing question set or to add your own (new) set. Only a few simple sets are provided initially by iAuditor. You have the ability to create many more that can be used and re-used within your audit.

• Tick this box if you would like to see a few question sets I have created.

• How do you feel?

  Happy

  Sad

• Did you notice that I was also able to add colour to this question?

• What day is it today?

  Mon

  Tue

  Wed

  Thu

  Fri

• You can create a question with (up to) 5 answers.

• Tick if you would like to see more examples related to questions

• Depending on your response, you can ask for different inputs. Eg.

• How would you like to enter the temperature range?

  Buttons

  Slider

  Numeric

• What is the temperature?

  Hot

  Medium

  Cold

• What is the temperature?

• What is the temperature

Did you know?

• You can even attach a notification to a question response? Eg.

• Threat Level?

  Low

  Medium

  High

• No notification will be sent

• A notification will be sent to an individual (or a group)

• Demonstration of Multiple Choice

• Here you can only select a SINGLE item from the list

  First Selection

  Second Selection

  Third Selection

  Fourth Selection

  And so on

• Or you can create a list where you can select from ONE to ALL of the items in the list

  Select First Selection Second Selection Third Selection Fourth Selection And so on

  • First Selection
  • Second Selection
  • Third Selection
  • Fourth Selection
  • And so on

• You can assign a COLOR to items in the list

  Select RED item PINK item GREEN item ORANGE item

  • RED item
  • PINK item
  • GREEN item
  • ORANGE item

• You can add some Smart Fields that changes the available responses depending on what you select from the list

• Try selecting a response from the following and see the available options.

• Make a selection here

  RED item

  PINK item

  GREEN item

  ORANGE item

• On a scale of 1 to 10, how important is RED to you?

• PINK? Do you prefer Bright pink or pale pink?

• Choose which

  Bright Pink

  Pale Pink

• Green means GO! WHAT A GOOD CHOICE

• Orange? WHY? Give me your reasons!

• Maybe you want to default a value if nothing is selected from the list. If you don't make a selection from this, then the default answer will be No

  Yes

  No

• The field's Value is YES

• The field's value is NO

• The field's value is NO

• Demonstration of Switches

• A switch can be as simple as indicating the status of a switch / circuit breaker / light or indicator when performing an audit On/Off

• On or Off (Slide to the left or right)

  Off

  On

• ON

• OFF

• Or (when used with a smart field) can turn on additional audit items. Eg. Imagine you have attended an alarm panel with 3 indicator lights and some gauges. Switch on an indicator light and see the responses to make.

Alarm Panel Status

• Temperature

  Off

  On

• Note: Normal operating temp is between 2500 and 3000 degrees. Use the slider to select different temperatures and scroll down to see differing actions appropriate to your selection.

• System Temp

• WARNING - CEASE ALL OPERATIONS, EVACUATE IMMEDIATELY

• System is below normal operating temp (Refer operations manual)

• Operating temp is within normal range, suspect faulty alarm indication.

• Action taken

• Temperature within range

• Gas Detection

  Off

  On

• Note: This indicator could be a different color and either flashing or solid. Select from the list & scroll down to see the varying action options.

• Indicator Color

  Select Flashing Green Solid Green Flashing Amber Solid Amber Flashing Red Solid Red

  • Flashing Green
  • Solid Green
  • Flashing Amber
  • Solid Amber
  • Flashing Red
  • Solid Red

• Trace Gas detected. Order maintenance investigation.

• Significant benign gas detected. Order maintenance investigation.

• WARNING. Significant Hazardous gas detected. QUARANTINE AREA IMMEDIATELY

• WARNING - CEASE ALL OPERATIONS, EVACUATE IMMEDIATELY

• Action taken

• Gas within normal range

• Pressure

  Off

  On

• The key pressure here is 200 KPa. Try entering a higher or lower number and scroll down to see the resulting action.

• KPa

• OVERPRESSURE, EVACUATE IMMEDIATELY

• Pressure within range, suspect faulty indication

• Action taken

• Pressure within range

• Demonstration of Dynamic Fields

• This is a Dynamic field. Eg, you may need to repeat the same checks on multiple assets

Assets In Service

• Asset description

• Asset Status

  Servicable

  Unservicable

  Missing

• Asset Image

  Media

• Rectification work needed

• Asset (and Unservicability) Images

  Media

• Sketch of rectification needed

  Drawing

• Date last seen

  Date

• Replacement Required?

• Replacement Urgency

• Smart Fields

• Smart fields are the absolute key to the iAuditor system.

• They are the big If!

• Nearly all field types can be followed by a Smart Field. They are nested at one level higher than the previous field..

• The options to follow are then nested at the next highest level

• To provide an alternative choice, the next Smart Field must be nested at the level of the previous Smart Field

• Take a look at the structure within this audit to see the multitude of ways they can be used.

• Scroll up to the top of this section to select a different component demonstration.

• I hope you have enjoyed browsing through this demonstration and have learned more about the flexibility and strengths of the system.

• Now you can see that a checklist doesn't have to just be a straight series of questions and prompts.

• Maybe you have even learned a few new tricks.

• I am not connected with Safety Culture or the iAuditor product. However I discovered the product a few years ago and now use it all the time.

• For technical assistance from Safety Culture (iAuditor), you can try the following link.
  safetyculture.com.iauditor

• If you would like help from me, it would be on a fee for service basis.

• If you would like a quote to help with your iAuditor needs, please email to:
  basguy@businessecho.com.au

• Regards, Eric

• Feel free to copy anything from within this demonstration. If you found something that will save you hours, then you could always email me a thankyou. I'd love to hear from you.