Inspections: visit targets by position

Setting targets

Stats › Settings (admins). Every target lives there — inspection visit targets, the Safety Performance scorecard, the injury early warning and the rate base — with one Save all. For each position type how many and pick every week, month, quarter or year, then Save all. Leave How many blank for no target. Periods are calendar weeks (starting Monday), months, quarters and years. Counting starts the day a target is set: earlier periods are greyed out and never count as missed. The period it was set in counts in full.

What counts

• Any inspection counts, wherever it was — even a site typed in that isn't a FieldTec location.
• Everyone on the inspection gets credit: whoever filed it and every inspector listed.
• Two people in the same position on one inspection count once for that position.
• Each inspection keeps the position its people held when it was filed, so a promotion later doesn't change last year's numbers.

Where a target applies

It comes from each person's own location. Someone at Corporate (or with no location) is company-wide. Someone placed on a project or site covers every location under it, and the position's page shows which of those sites had no visit this year. Sites typed in by hand stay as text: listed separately and still counted.

For the auditor

The results are on Stats › Inspections & observations, under Visits by position; tap a position for its sites and inspections. Export for auditor gives the year as a PDF, Excel or CSV file: each position, who holds it, what it covers, the target, the visits so far against what was expected, and the count period by period.