Submit a safety audit, finding, or action for approval

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

    • When completed, submit the safety audit, finding, or action for approval and start the approval workflow.

    Vorbereitungen

    Before you can submit for approval, you must add at least one person to the People involved list and select the appropriate approver option.
    • Findings approver to approve audit findings
    • Actions approver to approve audit actions
    • Audit approver or Results approver to approve the safety audit
    For more information, see Add people involved in a safety audit.

    Role required: sn_hs_rm.safety_audit_manager or sn_hs_rm.safety_audit_writer

    Warum und wann dieser Vorgang ausgeführt wird

    States of a record when submitted for approval:
    Tabelle : 1. Approval states
    State Description
    Pending approval Record has been submitted and is awaiting a response from all approvers.
    Approved All approvers have approved the record.
    Rejected At least one approver has rejected the record.

    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.
    4. Submit an audit for approval.
      1. Select the audit that you want to submit.
      2. Ensure that all changes are saved and select Submit for approval.
        This button is available only when the audit state is New or Work In Progress.
        All people involved who are marked as Audit approver or Results approver receive an approval request.
    5. Submit a finding for approval.
      1. Select the required audit.
      2. In the Findings tab, select a finding you want to submit.
        Alternatively, open a finding from the Findings tab within an item for review.
      3. Select Submit for approval.
        People involved in this audit who are marked as Findings approver receive an approval request.
    6. Submit an action for approval.
      1. Select the required audit.
      2. In the Actions tab, open an action you want to submit.
      3. Select Submit for approval.
        People involved in this audit who are marked as Actions approver receive an approval request.

    Ergebnisse

    • The submitted audit, finding, or action's state changes to Pending approval.
    • The approvers are listed in the Approvers tab of the record.
    • All approvers receive an approval request for the submitted record.

    Nächste Maßnahme

    The approvers can respond to the submitted record from the Employee Center.
    • When all approvers respond, the state of the submitted record updates to Approved or Rejected and the Close audit button appears for it.
    • Select Close audit to complete and close the audit. If all objectives in this audit are complete, the audit moves to the Closed complete state.