Incident Audits

Pre-populated to name of person currently logged in

Enter a name or title for the audit

Use the date selector tool or enter the date the audit was carried out

Select the type of audit

For example: audit, daily inspection, other

Select if internal or external

Note it is recommended Lucidity Incident is used for external audits only. Lucidity InForm is the recommended tool for all internal audits

Select organisation details as applicable such as division, location, project etc.

Note location is listed as an open text field. This can be used to detail exactly where within the location the audit was carried out. The location may be the Millennium Falcon but the detailed description may be "in the kitchen area of the cafeteria on the Millennium Falcon."

Add any findings as a result of the audit

1. Click 'Add'

2. Select the individual the finding was identified by either from the drop-down list or by entering their name

3. Select the finding type, for example finding, observation

4. Enter the details of the finding

5. Click 'Save' to save and close or 'Save and New' to enter an additional finding

Open

Non-conformances as a result of the audit can be linked to existing non-conformances within the issues tab of Lucidity Incident

1. Click 'Add'

2. Chose 'Yes' to link to an existing non-conformance within Lucidity Incident already

   1. Select the non-conformance from the list

   2. All fields will be populated as per the existing non-conformance

3. Chose 'No' to enter a new non-conformance

   1. Select the organisational fields

   2. Select the responsible and closeout managers

   3. Use the date selector tool to enter the date detected

   4. Enter a brief summary

4. Click 'Save' to save and close or 'Save and New' to enter an additional non-conformance

Open

Click 'Save and Continue' to save data entered so far. 

Saving at this point also allows any actions entered to be linked to a finding created in the steps above

Add any actions required as a result of the audit

1. Click 'Add'

2. Enter the action description

3. Select the actionee

4. Use the date selector tool to enter the due date

5. Select the status of the action as either 'Open' or 'Closed'

6. Select the finding to link the action to where relevant

7. Upload any files relevant for the actionee

8. Click 'Save' to save and close or 'Save and New' to enter an additional action

Open

Add any person's involved in the audit

1. Click 'Add'

2. Select the person involved from the drop-down list or by entering their name

3. Select the type of person, for example client, contractor, employee

4. Enter the details of the person's involvement

5. Click 'Save' to save and close or 'Save and New' to enter an additional finding

Open

Add any contractors involved in the audit

1. Click 'Add'

2. Select all contractors involved from the list of values

3. Click 'Done'

Add any suppliers involved in the audit

1. Click 'Add'

2. Select all suppliers involved from the list of values

3. Click 'Done'

Add to the log of findings as they arise

1. Click 'Add'

2. Use the date selector tool to enter the date detected

3. Enter a file note

4. Click 'Save' to save and close or 'Save and New' to enter an additional log entry

Open

Upload any files such a photographs for the Issue

1. Click 'Add Document'

2. Locate the document

3. Click 'Open'

4. Enter the file name and description as applicable

5. Click 'Upload'

Refer to the Uploading Files in Lucidity Modules user guide page for more details.