Add people involved in a safety audit

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add people involved to record all participants in a safety audit — their roles, responsibilities, and the objectives and actions assigned to them.

    Vorbereitungen

    Role required: sn_hs_rm.safety_audit_manager or sn_hs_rm.safety_audit_writer

    Warum und wann dieser Vorgang ausgeführt wird

    You should add people to this list before assigning objectives, because the Assigned to field on an objective is filtered to people already on this list.

    Prozedur

    1. Navigate to Workspaces > Health and Safety Workspace.
    2. Select the risk management icon (Risk assessment icon).
    3. In the Audits list, select All and select the audit into which you want to add audit participants.
    4. Select the People involved tab and then select New.
    5. In the Name field, select the user.
      • Only the employees of the organization (users in the [sys_user] table) are listed in this field.
      • The Person type, Department, Phone, and Email fields are auto-populated from the user's profile.
    6. In the Responsibility field, select the person's role in the audit.
    7. If this person is needed to approve findings, actions, or the audit itself, select the relevant approver options.
      • Findings approver, Audit approver, and Results approver: These approver fields are available only when the user has the [sn_hs_rm.safety_audit_writer] role.
      • Actions approver: This field is available only when the user has the [sn_ohs_im.action_writer] role.
    8. In the Description field, record this person's specific responsibilities.
    9. Select Save.
    10. Wahlweise: Add all people who are needed to participate in this audit.

    Ergebnisse

    • The person is listed in the People involved tab of the audit and is available to select in the Assigned to field on any objectives in this audit.
    • Depending on the configured approver option in step 7, the person is automatically added as an approver during the submission of findings, actions, or the audit for approval.

    Nächste Maßnahme

    To view a person's objectives and actions, open the person's record and then the Objectives and Actions tabs in it.
    • The Objectives tab lists the objectives assigned to this person on this audit. You can create an objective assigned to this person directly from this list. For more information, see Define an objective for a safety audit.
    • The Actions tab lists all actions on this audit assigned to this person. You can create an action directly from this list.