NOTE: The process is the same for Safety Audits and Lockout Tagout Procedures. The example below focuses on the Safety Audit.
1. Log in on the web at https://ireportapp.com/login
2. Click to enter your dashboard
3. From the General menu, select Equipment:
4. Find the equipment you want to assign the audit for, and click on it:
5. Scroll down to the Safety Audits section, and click Assign:
6. Fill out the form:
Schedule: Select Immediately for a one-time audit, and Repeating to select a frequency to reassign the audit automatically
Group/Establishment and Area may already be filled out based on what the equipment is listed under.
Safety Audit Template: Select which audit you wish to assign.
Specific Location: You can include additional information about where the equipment is located if you'd like.
Frequency: (Repeating Audits Only) Select how often you want this to automatically assign to the chosen assignee(s). Once you select the frequency, you are given more options to select. Ex. if I select weekly, I then choose which day of the week to assign it on.
Due By: Select the date/time this audit is due by. (For repeating audits, you'll select how long after assignment until they are due).
Assignee(s): Select the user(s) you wish to assign this audit to.
Assign Individually: If you have multiple assignees and this box is checked, that means each assignee has their own copy of the audit. If you want just one audit with multiple people working on it together, leave this box unchecked.
7. Click Create:
For any questions, please don’t hesitate to contact Customer Success using one of the following methods:
Live chat within the website or mobile app (Need Help? button)
Email: support@ireportsource.com
Phone: 513-549-3459 x702