Facilities Field Audit Custom Solution

DragonPoint’s client tasked us with creating an Audit System which allows the entry and tracking of Field Assessment questions by means of an audit tool format, replacing a paper system. The Field Assessment process would be utilized to capture and verify accuracy of location specific questions based on policies, procedures and regulations. Corrective actions would be identified as a result of the field assessment findings and the responsible person would be assigned the task through the client’s CRM system. The collection and tracking of the assessment questions will generate section accuracy scores and can assign the Field Assessment Reviewer (Account Manager) to conduct the schedule a field assessment. This is a corporate wide company initiative to identify areas of opportunities and risk. A few of the processes include:

Managing multiple offices or facilities for appropriate risk assessment, HR, IT, OSHA, etc requirements. This may include items such as confirming locations of OSHA and Worker’s compensation posters, etc.
Following federal, state, and local guidelines for HR, Workers Compensation, and other information postings as necessary
Tracking and assigning field auditors to facilities and scheduling audits.

Here are some examples of functionality included in DragonPoint’s Facilities Field Audit solution:

Capture and verify accuracy of policies, procedures and regulations based on a specific sequence of questions. The field assessment captures information around sections or categories such as Risk Management, OSHA, Human Resources, Operations, and other industry specific items.
Enter comments or upload images attached to each question in order to facilitate accuracy of reporting from within the facility.
Generate section accuracy scores and assign reviewers or managers to conduct a scheduled audit assessment.
Uses a list of questions with simple check boxes to answer the questions. Options to answer are Met, Needs Improvement, Unmet, Not Applicable, and Not Scored. The system administrator may set a value to each of the options such as 100, 60, or 0 impact on the final score. These values are used in the percentage of accuracy calculations.
Provide an Executive Summary consisting of the total number of questions, percentage of accuracy and breakdown with a summary of key observations.
Create a Corrective Action Plan to provide to the facility to facilitate minimizing the facility’s risk vulnerabilities.

Fully control the scoring and types of answers allowed for each question. They may add or remove questions and sections/categories as needed.
Set risk levels used by the percentage of accuracy calculations. Percentage of accuracy is calculated based upon scoring of total questions answered, total met, total unmet, total not applicable and total not scored. For example, a “High” risk may be a percentage of accuracy score less than 69%.
Modify the executive summary template at any point to include additional information or data.
Upload images of posters and guidelines to facilitate the field auditor’s ability to assess the situation.

If your software requirements can’t be met by an out-of-the-box solution, call us at 321-631-0657 to find out more about how we can use our experience to design a custom software solution that exactly fits your business requirements.

CUSTOM SOFTWARE
ISN'T FOR EVERYBODY

Contact us to talk to a real person about
whether it’s right for you

Facilities Field Audit Custom Solution