Monitor safety audit progress and outcomes at a glance
Use the Overview tab in a Health and Safety audit to quickly assess the audit completion status and outstanding items.
Before you begin
Role required: sn_hs_rm.safety_audit_manager or sn_hs_rm.safety_audit_writer
About this task
The Overview tab provides a quick and real-time visual summary of audit progress. It shows objective completion on a timeline, the distribution of objectives, items for review, and findings by state, and an overall compliance rating for the audit.
Overview tab showing the audit progress via Audit timeline, Objectives, Items for review, and Compliance cards.
Procedure
Navigate to Workspaces > Health and Safety Workspace.
Select the risk management icon (
Risk assessment icon\).
In the Audits list, select All and open the audit record.
Select the Overview tab.
The tab displays cards that summarize the audit status.
Apply the Date range and Location filters to refine the data shown on cards.
Filters apply to all cards simultaneously.
Review the audit progress and metrics using the following data visualizations.
| Card | Description |
|---|---|
| Audit timeline | Audit timeline that runs from the audit start date to the audit end date.Audit objectives are distributed across this audit period and appear as icons on the timeline:
|
| Objectives | Breakdown of objectives by state.- The number inside the donut chart shows the total objective count. - Select a segment to drill down to a list of objectives filtered by that state. |
| Items for review | Breakdown of review items by type.- The number inside the chart shows the total count. - Select a segment to drill down to a filtered list of items in that type. |
| Compliance | Percentage of audit compliance ratings based on findings. - The percentage inside the chart shows the overall compliance rating for the audit. - Select a compliance rating to drill down to a list of findings filtered by that rating. |
Parent Topic:Create and manage a safety audit