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J. J. Keller Support Center

Audits

Conduct an internal audit utilizing J. J. Keller checklists or your company's own checklists.

From the Safety Management Suite dashboard, select Audits on the left side menu.

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Checklists

Select Checklists.

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Click Add New to add your own checklist, or, select a checklist from the list provided.  Checklists can be narrowed down by filtering using the filter box.

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When adding a new checklist, complete the required fields and click Save.

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When the new checklist is created, find the checklist and click Customize to add questions to it.

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The checklist is currently blank.  Begin by starting a new section. Click New Section on the right.

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Give the section a Name and then a description if desired. Click Save.

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Continue this process until all of the sections have been completed.

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To add questions to the sections of the checklist, click New Question next to the section.

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If the question being added to this checklist exists in the Question Library, select Existing Question from Library for New Question Type. Otherwise, to add a whole new question, select New Question.  Complete the remaining required fields and click Save.

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The question will then display under the specified section.  Continue these steps until all sections have all required questions.  Click Save.

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Question Library

The available list of questions for Checklists are found in the Question Library. Click Questions Library from the left hand menu.

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A list of J. J. Keller questions have been supplied.  Your questions can be added here by clicking Add New.

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Complete the required fields and click Save.

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Audit Events

Select Audit Events.

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Click Add New to add an Audit Event.

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Complete the required fields and click Save.

 

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Once an audit event is created, the results can be added to the event. Click View to view the event and Start Review, or click the three dots and select Start Review.

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Complete the checklist by clicking the appropriate selection. Add any Comments or Attachments that are needed.  Once the checklist is complete, click Save. Dependant on the checklist, these questions may have multiple sections.  Complete and answers until all sections are complete.

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Once complete, the user will be taken to a screen which displays the results.  

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