Whether you are an operative, manager or requestor as long as you are a designated Form User, you will be able to access and action Checks that are assigned to you via the Web Portal. When you log in you will see a new menu item called “Checks” with the number of active checks displayed above. Checks can be accessed via desktop or mobile device through a browser. The same process applies to both platforms.
A number above each heading alerts you to how many Job Request and how many Checks that are actively assigned to you.
All Checks assigned to the logged in user will display in a green table. This is to help differentiate between Job Requests and Checks. Utilising the search fields, a specific Ref, Due Date, Assignee, Type, Location and Status can be located.
Open a Check by clicking on its reference number. A list of associated Questions and answer options is then displayed.
The type of check as well as the location and due date are shown in the top section.
Questions can be either a checkbox or upload type (IMAGE or PDF). This can be in the form of YES/NO , grading and so on. A comment can be made under each question.
Upload questions are used for when a visual proof is needed – such as a meter reading. Uploaded images can be attached directly via your device’s camera or from an image library.
Completing the Check:
Once all questions are complete and information is added to fully populate the Check as required, you will then be able to designate this Check as COMPLIANT or NOT COMPLIANT. A summary can also be added and a word limit of 1600 characters applies to this field.
If you are not ready to fully complete the Check, just press save and return to complete and submit when satisfied with the entered information.
