Planning a one-off Check - Check Web Portal

OVERVIEW

A one-off, planned Check is a scheduled, non-repeating instance of an existing Check Template being assigned to a particular User (Inspector) to carry out on a particular date. (Note: For recurring Checks, please see this article).

The Check is created by a Check Web Portal User and is automatically pushed to the assigned Inspector's device via the Check Mobile App.

This article explains how the Check is created.

PROCEDURE

1. Select Check > Register from the Menu bar:
   
   
   
2. Click Plan Check:
   
   
   Result: The Plan Check screen is displayed which indicates the steps involved in creating the Plan:
   
   
   
3. In Step 1 - Template, locate the required Check Template and click Select:
   
   
   
4. In Step 2 - User, locate the required User (Inspector) and click Select:
   
   
   
5. In Step 3 - Add Details, enter the Title, Due Date, Type and Description for the Check, then click Next:
   
   
   
6. In Step 4 - Accountable, locate the person accountable for the Check and click Select:
   
   
   
7. In Step 5 - Site, locate the Site where the Check is to take place, and click Select:
   
   
   
8. In Step 6 - Review, the selections made in the previous steps are summarised. Review the selections made. To make any changes, click Edit to return to the relevant step. Once all details are correct, click Save:
   
   Result: 
   • The Check will be pushed to the assigned User's Check Mobile App
     
   • The assigned User and Accountable Party will be notified via e-mail (provided their email addresses are recorded)
   • The Check will be visible in the Register section of Check Web Portal