- 1. Check the areas where you can perform an audit
- 2. Create a new area
- 3. Analyze the composition of the areas
- 4. View and edit attributes of an area
- 5. View and edit auditors associated with an area
EHS Audit area management
1. Check the areas where you can perform an audit
Check how many and which are the areas in which each type of audit can be performed, subdividing them by unit and also selecting them based on the auditor enabled, the elementary unit and the domain involved and the status of the area.
The dashboard widget allows you to make a preliminary analysis of the areas to be managed through the Key Activities Indicators highlighting: the total number of areas (“Audit Areas”), the total number of domains added to the system (“Production Domains”), the domains not yet associated to the areas (“Domains uncovered”) and the average of the total number of domains in relation to the areas.
Access the main page to analyze data more in detail. The main table shows you the complete list of all valid areas you are managing with the related information (the "Status" filter is set on “valid” by default).
Use filters to define your search and subdivide the areas by “Unit”, elementary unit (“UTE”) and “Auditor” enabled.
Refine your search adding the “Domain” involved and the “Status” of the Area.
Note: The status is classified in three categories: valid (by default), all (including valid and not valid areas if present ) and not valid. Not valid areas are marked in red.
Then, enter the detail of the area for a more in-depth analysis.
You can now view all the related information.
EHS Audit area management
2. Create a new area
Create an area by defining the necessary domains and the type of the audit that will be performed.
Click on the widget “EHS Audit area management” to access the main page.
To create a new area, click on the button "New Area".
Define the “Area Name” the “Audit type” and the “Description” at first.
When you select the “Unit”, all the related domains are displayed.
Then, select the “Domain”, the “UTE” (the Elementary Technology Unit is not a mandatory field) and click on “Save” once completed.
The new item is displayed at the end of the list.
EHS Audit area management
3. Analyze the composition of the areas
Access the graphical reports dedicated to the composition of the areas and identify any anomalies and areas of the process that are not covered by at least one audit area.
Click on the widget "EHS Audit Area Management" to access the main page.
Click on the specific icon to graphically analyze the composition of the areas and select “Area constitution” in the dropdown list.
The tab “Area Constitution” is displayed.
Analyze the composition of the areas through the graph. You can easily identify for each area (reported on the x-axis) the total number of “Operations” and “Domains” (look at the left hand scale to read the values) and of “Authorized Auditors” (look at the right hand scale to read the values).
Then, focus your attention on the areas that are not covered by at least one ”Authorized auditor”.
To complete your analysis, examine the "Domains uncovered" graphically represented in the dedicated tab (you can also access here through the graph icon).
EHS Audit area management
4. View and edit attributes of an area
Search for a specific area, access the detail sheet and modify the information related to its name, the type of audit associated and its composition
Click on the widget "EHS Audit Area management" to access the main page.
Use filter on the basis of your analysis needs and select the area to be viewed in detail.
Use the first tab to view the general details of the Area.
Modify the area name.
Then, add new domains or remove existing ones on the basis of your needs.
Click on "Save changes" once finished.
EHS Audit area management
5. View and edit auditors associated with an area
Search for a specific area, access the auditors` sheet and modify the existing associations, enabling or disabling an auditor on the specific area.
Click on the widget "EHS Audit Area management" to access the main page.
Use filter on the basis of your needs and select the area to be viewed in detail.
Use the second tab to view the complete list of the related auditors.
Check the column “Associate” to view the current auditors enabled on this area and define the auditors to be disabled and/or enabled.
Click on “Save changes” once finished.