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J. J. Keller Support Center

Audit Events

 

Select Audit Events.

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Adding a New Audit Event

Select Add New.

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Complete the required fields and any other necessary fields for the Audit Event.  Fields of note:

Title - A title for the audit event

Data Group - Select the data group in which the audit applies for.

Checklist Title - Checklists are used to create an audit event.  If you have not created or reviewed the checklists to select one for the event, see Checklists.

Due Date - The date in which the audit event needs to be completed by.

Assigned To - An audit event can be assigned to any authorized user in Safety Management Suite. 

(Depending on the type of SMS subscription you have, audits may also be assigned to a non-SMS, or a "non-authorized" user.)

Email Address - When an audit event is assigned to someone, dependent on the Reminder timeframe selected, will receive an e-mail in advance of the audit event coming due.

Add Email Address to Employee Record? - if the employee it is assigned to does not have an email address in their record, select yes.

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Completing an Audit Event

Click Start Review in the email received, or, in the list of events, click the ellipses and select Start Review.

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Complete the checklist questions for each section. Sections are noted at the top as to which section these questions apply to. Comments or attachments can be added to each question.  Additionally, if corrective action is required, the question can be deferred to a task to be appropriately updated (see Tasks for more information about tasks). Click Save to complete this section and move to the next section.

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Once all questions for all sections have been answered, results will be displayed.  Click Continue to close.

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The Audit Event will then have a status as Complete.

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