Prerequisites:
Access to the Navitas Compliance platform.
Correct access level that matches the audit status e.g. Site manager can sign off an audit in site manager status, Operations manager can sign off an audit at Operations manager status.
Step-by-Step Guide:
Access Audits Module:
After logging into your account, navigate to the ‘Audits’ module within the platform.
And from here navigate to 'Active audits'
Check Audit Status:
Find the specific audit you are looking for and check its status.
Verify Access Level:
Compare the audit's status with your current account access level.
Ensure that your access level matches the required level to sign off the audit.
For example, an audit in 'Site manager' status can only be signed off by an account with 'Site manager' level access.
Proceed to Sign Off:
If your access level matches the audit's status, proceed to sign off the audit.
View Audit Details:
Click on the "More" option next to the audit and select "View" to access its details.
Sign Off Audit:
Audits in Site Manager status
Within the audit details, locate the orange "Action Plan" button
Review the action plan content, ensuring that all points are completed. If any action plan points are outstanding, please complete these prior to audit sign off.
Navigate back to the audit details page, locate the green "Sign Off button
Click on the button to initiate the sign-off process.
Optionally, add any necessary comments regarding the audit.
Click "Sign Off" again to confirm the action.
Audits in other statuses
Within the audit details, locate the orange "Action Plan" button
Review the action plan content, ensuring that all points are completed satisfactorily.
If unsatisfied by the
Navigate back to the audit details page, locate the green "Sign Off button
Click on the button to initiate the sign-off process.
Optionally, add any necessary comments regarding the audit.
Click "Sign Off" again to confirm the action.
Confirmation:
Upon successful completion, a confirmation message will indicate that the audit has been signed off at the appropriate access level. You will also notice that the audit status has been updated.
Additional Information:
For further assistance, reach out to supportteam@navitassafety.com
Thank you for utilising the Navitas Compliance platform!