Audit Readiness: stay on target for your COR audit

Audit Readiness keeps a live readiness record for each audit program your company holds, such as BCCSA COR or Energy Safety Canada COR. It is on the Enterprise plan, on the Admin side only: workers have no Audit Readiness page.

Who can use it

• The Company Admin, and any Admin given Audit Readiness on their own Access tab (Organization → Workers → the person → Access): View to read it, Edit to score, cite and record results, Delete to remove a program or an unheld record.
• Marking a readiness record prepared takes its own right, Audit Readiness: mark readiness records prepared. The Company Admin always has it.
• The program lead (your safety rep) is a person, never a position: anyone holding Audit Readiness at Edit. Interview and observation tasks go to them.

Get started

1. Admin side → Audit Readiness → Readiness. Open Enrol in an audit program, choose the standard and employer size, enter your normal-operations headcount, and pick the program lead (it starts as you).
2. On the program, choose which audit it prepares for and press Start readiness record. FieldTec adds every question the standard asks for your size.
3. Under Records the audit reads, mark your inspection policy, your emergency drill form, your committee meeting type and your toolbox meeting types, then Save all. FieldTec never guesses these from a name: until you mark one, its questions say what to mark and are left out of the monthly targets.
4. As records are filed (and again each night) FieldTec scores what it can and shows why, with the records it used as references. Interview and observation questions are never scored by FieldTec; they become tasks for the lead.

• The audit period is always the last 12 months up to today. There are no dates to type.
• Interviews come as one round per audience (workers, supervisors, and so on) and observations as one round for the sites sampled. In a round, enter how many answers were positive and how many negative for each question; leave a question blank to come back to it.
• Document tasks appear only for questions no rule scores and nobody has cited a record for yet. ESC D.1.e lists the inspection forms FieldTec found, but you count the five criteria and decide the score.
• Upload a file on a question: open the question, choose Upload a file (a photo from your phone works) and press Upload and cite. The file is saved to your company's audit documents and cited as that question's reference in one step.
• FieldTec suggestions can be turned off for a program in Edit program. Off, FieldTec writes no suggestions or references for its open questions and you fill in each one; your decisions and the tasks stay. Turn it back on and the next rebuild suggests again.
• Raising an action item from a question, or from the catch-up plan, needs Action Items at Edit as well as Audit Readiness at Edit.

Decide every question

• Accept takes FieldTec's suggestion with its evidence as the reference. Accept all suggestions does a whole element at once.
• Own score is a whole number with a reason. An all-or-nothing question takes 0 or its full points. Cite the record you checked as its reference.
• Not applicable needs a reason, and only where the standard allows it. Some elements are not applicable as a whole or not at all.
• Changed means the evidence moved since you accepted it. Look again and accept or re-score it.

Mark it prepared

When every question is decided and every question that scores points has a reference, press Mark prepared. If anything is missing, the message says exactly what, for example how many questions still need a reference. Once prepared, nothing scored or signed on it can change.

Record the real audit and see the trend

On the Audit tab, record a real audit's result from the auditor's report: who audited, when, the overall score, whether it passed and the element scores. Stats shows the score by audit, the readiness score month by month, elements against the last audit, monthly targets hit and the most-missed questions, once there is data for each.

Set up a program in four steps

Set up an audit program opens a short wizard: Where your crews work (it suggests the audit for the province), Type of audit and which audit is next, Audit details (program lead, Hank's Help, headcount, due date, certificate and notes), then the records Hank reads. Hank's Help is the on/off switch for FieldTec's suggested scores; with it off every question is filled in by hand, with uploads or links.

Interview prep

Turn on Interview prep in Program details and each person sees one audit question a working day on their Overview, picked for their level from the reporting line (people with direct reports get the owner, manager and supervisor questions), answered from your own policy or procedure when your safety rep has linked one. People who lead a crew also get a weekly pack of three questions for the tailgate. Nothing is scored against anyone, and the Interview prep tab on a readiness record shows only totals and the questions crews find hardest, never who answered what.