Training & User Manual for

L&T Power

“24th January 2023”

Contents

S. No Section Pg Nos S. No Section Pg Nos

1 Application overview 3 4 Using the web portal 17

2 Roles & Workflow Mapping 33 i User / Project Management 19

3 Using the mobile app 4 ii Web dashboard 26

A Direct download links 5 iii Reports 31

Walkthrough of features

Installing the mobile

i 6
application

ii App home screen 8

iii Typical mobile modules 10

B Creating any form in Online
Iv 11
mode
Approving any form in Online
v 13
mode
Creating any form in Offline
vi 15
mode

vii “Profile” option 16

Application overview

List of Modules Features List

Mobile & Web Activity based

User Mgt Platform checklists

Dashboard
Web Configurable
Reports Workflows
Multiple Notifications

Audit
SHEILD

Save as draft Offline

feature submission
Safe to Start Work, Pep talk
Report, EHS Training, Work Permit
Checklist (15), Inspection (26), Executive
feedback
Escalations & Periodical Email
Mobile & EHS observation & Non- Reminders reports to mgt
Web Observation conformity, EHS Suggestion,
Safety Improvement

Reporting &
Incident Investigation
Real time Analytics Capability
Using the mobile app
Direct download links

Android IOS

Type in browser Type in browser

https://install.appcenter.ms/orgs/safety- https://install.appcenter.ms/orgs/safety-tower/apps/sheild-
tower/apps/sheild-lt-group/distribution_groups/production lt-group-1/distribution_groups/production
or or
Scan the below QR Code Scan the below QR Code

For IOS users, after downloading from above link, user will have to Trust
the developer in the iPhone Settings, for the app to open.

Please follow the steps: Settings -> General -> Device Management ->
Trust the Developer

5
Installing the mobile application

Click on the direct You can view

Click on download & Enable “install unknown
download link, you will downloaded file in Click on install
accept apps” if disabled.
reach below page FOLDERS

Version
Uploaded date
App size
Filename will be
as per latest
release Version & You can disable
Build this option after
installing the app

These 3 steps are not required for IOS users. Instead, go to Settings
-> General -> Device Management -> Trust the Developer

6
Installing the mobile application

Click on forgot password option to reset password.

Accept all permissions Accept all permissions Login screen
You will receive a reset link over registered mail ID

7
App home screen

Offline option
Scoring section Click to download forms & view
Click to view details offline forms yet to be synced

Click to change date

By default, current date will be shown.
User can retrieve old forms and future
plans by changing date
Permits planned for the day
are listed

All forms awaiting approval /

action either from self or for
self will list here
Click on any item to lead to respective
submission history which will be auto
filtered for pending items
Incident module Observation module
Create / view submissions / Create / view submissions /
review incidents review observation
Profile option
View user details / change project /
password / logout

Checklist module
Create / view submissions /
review checklists
*Above images are for representational purpose only. Contents would vary as per the client. 8
App home screen – Scoring module

Click on “Your score” to view details Click on “Performance Index” to view Click on “Rank” to view details of
of Score as per Scoring logic details ranking as per Scoring logic

9
*Above images are for representational purpose only. Contents would vary as per the client.
Typical mobile modules
Action button
Available for applicable/select forms to
perform special workflows like “surrender
User will see the “Create New” work” / “close permit” / “extend STSW “ etc
tab only if he is entitled Click to filter data
By default, pending items for current
“CREATE” access day will be shown. User can retrieve any
Creation / view access as per older form by changing date & other
entitlement filters

Choose a group, activity, sub Click to

activity & respective checklist clear filter

Options will vary as per entitlement

Form name
Various
filters

Click on create to proceed Form ID

Form status

Location Pending with

User will see the various Click on any tile to view /

modules based on entitlement review submissions
If access is not there, user will not be View / review access as per entitlement
able to see this module at all
10
*Above images are for representational purpose only. Contents would vary as per the client.
Creating any form in Online mode

Choose activity and/or sub Choose checklist

Choose group Click create
activity combination

*Above images are for representational purpose only. Contents would vary as per the client. 11
Creating any form in Online mode
Choose “assign to”,
Fill in the details. sign & submit. Successfully Submitted
Add attachment as necessary Location to be turned on
while submitting

Click to toggle
pages

Click to add
attachment

Click to save Click to go to

progress next page

*Above images are for representational purpose only. Contents would vary as per the client. 12
Approving any form in Online mode
OPTION 2 – Pending with me OPTION 3 – Concerned module –
OPTION 1 – Push notification
1. Choose concerned form Submission history
1. Click on a push notification
& you will be redirected to 1. Click on a concerned
2. User will be redirected to
form, if already logged in. respective submission module Check all details filled by concerned person
history which will be auto 2. Go to submission history
Else you will be redirected
filtered for pending items 3. Click on concerned form ID
to login page
to review the same

*Above images are for representational purpose only. Contents would vary as per the client. 13
Approving any form in Online mode

• Check all details filled by concerned person • Reason for reject Pending with me
Submission history
• Click approve or reject • Signature reduced

14
*Above images are for representational purpose only. Contents would vary as per the client.
Creating any form in Offline mode
In OFFLINE icon → ready When connected back
In internet presence, click Switch off internet & you
Download the required to sync page → you can to internet, form will
on the offline option in can submit the form from
form view forms submitted in automatically get
home page concerned module
offline mode submitted

15
*Above images are for representational purpose only. Contents would vary as per the client.
« Profile » option

View user details, change

project, change password &
logout options available in
this page
Change password page

Click to change project, if

mapped to multiple projects
Based on project, scoring values &
“assign to” user details will be changed
in modules

Click to logout Click to change password

Once logged out, all offline submissions
& saved checklists will get cleared

16
Using the web portal
Web Portal (Login Page)

Web portal URL - https://sheild.digital.lntecc.com/Web

18
1. User / Project
Management
Adding a new project

Only admin has access to add projects. Fill all fields in image below to add a new project

Options for search / filter /

export list in various
formats
Click to make a project
active or inactive

Click to edit project details

*Above images are for representational purpose only. Contents would vary as per the client.
Doing Project Mapping

For the newly added project, choose an earlier project to clone the checklists and workflows from. Only
after this step, a user will be able to perform any action for the concerned project in the application.

Options for search / filter /

export list in various
formats

Choose the earlier project to clone the

configurations of earlier project to this
new project

Click to edit project clone details

*Above images are for representational purpose only. Contents would vary as per the client.
Adding a new user

Only admin has access to add users. Fill all fields in image below to add a new user

Click to view added

users

Bulk upload option

Click to make a user

active or inactive

Projects for which mapping is Roles listed as per the

done only will be listed access level chosen

*Above images are for representational purpose only. Contents would vary as per the client.
Updating details of an existing user

In the user list, click on the edit icon under “action” column to edit details of existing user

Click on the edit icon

Options for search /

filter / export list in
various formats
Updating details of an existing user

Earlier added details will appear for the user, which can now be edited as required

Click to make a user

active or inactive

Click to add more

projects to the user

*Above images are for representational purpose only. Contents would vary as per the client.
Bulk Upload Option

Use bulk upload option to add many users at a time. Only project level users can be added with this feature.

Click to view added

3 Step 3:users
Upload the filled in*
template

Bulk upload option

1
2 Step 1:
Step 2: Click on this icon
Download the template
Click to make a user
active or inactive
4
Step 4:
Click on upload

Roles listed as per the

access
*Pl ensure all the fields in the template are filled forlevel chosenon boarding
seamless
2. Web dashboard
Typical WEB dashboard for all users

Projects mapped to a Typical dashboard for all users is as below. Default set to current
user can only be date
viewed

Click to
minimize

Counts of the checklists under a module / group. Data

of charts & grid below are responsive to click on
these tiles

Analysis
charts

*Above images are for representational purpose only. Contents would vary as per the client.
Analysis pie chart

Based on different filters, users can perform selective analysis with the charts.

Filters for The below charts can interact

analysis with these tile clicks

Click for
enlarged view
Click to view
grid

*Above images are for representational purpose only. Contents would vary as per the client.
Detailed web report

In grid below, Detailed history of submission is listed, based on the filters chosen earlier.
Also, excel export of this data + individual PDF report download is available

Options for search / filter /

export data in various formats

Click to download
individual pdf reports

*Above images are for representational purpose only. Contents would vary as per the client.
PDF download

Sample PDF downloaded from the dashboard page, with added images,
comments, user signature & Client logo in all reports

Logo

*Above images are for representational purpose only. Contents would vary as per the client.
3. Reports
Reports view / download

From reports page, users can view / download the responses given in any checklist
filled in the application.

Options for search / filter /

export data in various formats

Click on remove pagination &

export data to export all at one
shot

*Above images are for representational purpose only. Contents would vary as per the client.
Roles & Workflow Mapping
• For all transactions, default push notification is available
for transactors.

• Escalations (if applicable) happen through e-mails

• Wherever mentioned plainly as engineer or Section in

charge, the equivalent roles to be considered are:

• Engineer →
Site Engineer, Electrical Engineer, Mechanical Engineer, Civil
Engineer, Commissioning Engineer, P&M Engineer, HR &
Admin Officer, Quality Engineer

• Section Incharge →
Package Incharge, Unit Incharge, Electrical Incharge,
Mechanical Incharge, Civil Incharge, MM Incharge, Quality
Incharge, HR & Admin Incharge, P&M Incharge,
Commissioning Incharge, Store Incharge
Project Management – Hierarchy & User roles available
No Hierarchy Role
Chief Executive
Head of Projects
1 IC L&T-Power Head - EHS & Systems
Central Planning
BU_Chief Executive
L&T-MHI Power BU_Head of Projects
2 Business Unit Boilers Private BU_Head - EHS & Systems
Limited & other BU EHS Coordinator
BU_Central Planning
Site EHS Engineer Site Incharge
Head – Construction Project Director
Site Engineer Package Incharge
Electrical Engineer Electrical Incharge
Mechanical Engineer Mechanical Incharge
Civil Engineer Civil Incharge
3 Project Multiple Projects
Commissioning Engineer Commissioning Incharge
P&M Engineer P&M Incharge
HR & Admin Officer HR & Admin Incharge
Quality Engineer Quality Incharge
Unit Incharge Store Incharge
MM Incharge Central Planning

34
List of Modules available

No Module Group Name

1 Safe to Start Work
2 Pep talk Report
3 EHS Training
Checklist
4 Executive Feedback
5 Work Permit (15 permits)
6 Inspection checklists (26 checklists)
7 Incident Reporting
Incident
8 Incident Investigation
9 EHS observation & Non-conformity
10 Observation EHS Suggestion
11 Safety Improvement Slip
12 HO level Audit
Audit
13 Project level Audit
14 Performance Score card -
15 Dashboard & Reports -
16 User & Project Management -

35
 Workflow Mapping – Safe to Start Card
Safe to start card workflow
Scenario Created by Approved by Reject workflow Special workflow

Package Incharge, Unit Incharge, Electrical 1. After SE submits STSW, for 1st
Incharge, Mechanical Incharge, Civil Incharge, MM hour, only EHS can approve.
Site Engineer, Electrical Engineer, Mechanical Incharge, Quality Incharge, HR & Admin Incharge,
After 1st hour, both SI and EHS
Engineer, Civil Engineer, Commissioning P&M Incharge, Commissioning Incharge, Store
1 Applicable can approve.
Engineer, P&M Engineer, HR & Admin Officer, Incharge 2. For work after 6pm,
Quality Engineer
extension feature will be
applicable
Site EHS Engineer

Package Incharge, Unit Incharge, Electrical

Incharge, Mechanical Incharge, Civil
For work after 6pm, extension
2 Incharge, MM Incharge, Quality Incharge, HR Site EHS Engineer Applicable
feature will be applicable
& Admin Incharge, P&M Incharge,
Commissioning Incharge, Store Incharge

Extension logic for work after 6pm

❖ For any work extending above 6pm for the day (i.e; if the work completion time mentioned in STSW is above 6 pm), extension option has been enabled
irrespective of approval status.
❖ Extension can be done till 11.59 pm for that concerned day.
❖ By 5pm, reminder push notification “Any STSW raised for the day will get expired by 6pm. Kindly extend if necessary” to all SE /SI who have raised STSW for
that day.
❖ STSW extension option will be enabled in “Submission history”.
❖ A SE / SI will be able to extend STSW only if there is no pending beyond due observations on him / her.
❖ For extension, no approval is required.
❖ After extension push notification will be sent to respective SI and EHS as ““SE/SI name” has extended STSW “FORM id” Till “date & time""
36
 Workflow Mapping – Pep talk + Training + Ex .Feedback + SI Slip

Pep talk workflow

Scenario Created by Approved by Reject workflow Special workflow 1
All project level roles except Site EHS Notify to chosen SECTION In charge & SITE EHS
1 Not applicable Not applicable
engineer & Site incharge Engineer

EHS Training workflow

Scenario Created by Approved by Reject workflow Special workflow 1
Email notification for EHS Training:
All project level roles except Site
1 Not applicable Not applicable To > All Site EHS engineer in the project
incharge
CC > Form Initiator

Executive Feedback workflow

Scenario Created by Special workflow 1

1 Site Incharge,Site EHS engineer

Notification (Push + Mail) to all EHS Engineers, & Site Incharge of a
BU_Chief Executive, BU_Head of Projects, BU_Head – Construction, BU_Project project once created.
2
Director, BU_Head - EHS & Systems, EHS Coordinator

Safety Improvement workflow

Reject
Scenario Created by Approver 1 Approver 2 Special workflow 1
workflow
All project level roles except Site EHS Notification to concerned EHS Engineers,
1 Site EHS Engineer Site Incharge NA
engineer Section Incharges, Site Incharge, BU_Head
EHS, EHS Coordinators AFTER APPROVAL FROM
2 Site EHS Engineer Site Incharge NA
SITE INCHARGE 37
 Workflow Mapping – EHS observation & EHS suggestion
EHS Observation & Non conformity workflow
Scenario Created by Action taken by Approved by Reject workflow

Site Engineer,Electrical Engineer ,Mechanical Engineer ,Civil All project level roles
1 All project level roles Engineer,Commissioning Engineer,P&M Engineer ,HR & Admin (INITIATOR ONLY Applicable
Officer,Quality Engineer, APPROVE / REJECT)

Package Incharge, Unit Incharge, Electrical Incharge, Mechanical All project level roles
2 All project level roles Incharge, Civil Incharge, MM Incharge, Quality Incharge, HR & Admin (INITIATOR ONLY Applicable
Incharge, P&M Incharge, Commissioning Incharge, Store Incharge APPROVE / REJECT)

EHS Observation Escalation Matrix

Escalation Level Level 2 Level 3 Level 4
No of days from observation
7<D<=15 15<D<=21 21<D
submission date
Assignee + Concerned Section In charge, Site Assignee + Concerned Section In charge, Site
Assignee + Concerned SI & Site
TO In charge, BU_Head - Construction , Project In charge, BU_Head - Construction , Project
In charge
Director Director
Initated by user + all EHS BU_Head EHS & Systems + BU_Head of Projects
engineer of that project Initated by user + all EHS engineer of that + Initated by user + all EHS engineer of that
CC
+"BU_Central planning" users of project +"Central planning" users of that project project + "BU_Central planning" users of that
that project project

EHS Suggestion workflow

Scenario Created by Approved by Reject workflow Special workflow 1
All project level roles except Site
1 Not applicable Not applicable Assigned & Notify to SITE EHS Engineer
incharge

38
Workflow Mapping – Incident reporting + Investigation

39
 Workflow Mapping – Incident reporting + Investigation

Points to note:

• Only after initial report is approved, incident investigation can be done by EHS engineer.

• After the said approval, INCIDENT INVESTIGATION format will be available to EHS engineer. Once detailed report submitted - CC to
Site Incharge (in case of NMC, FAC, MTC, RWC, Vehicle Incident and Environmental Incident) or CC to Head EHS & Systems,
Contruction Head, Project Director and Head of Projects (in case of Dangerous Occurrence, LTI and FATAL)

• While incident report / investigation is being approved / reviewed by a next level user, he must be able to edit the details submitted
by submitter

Incident Investigation Escalation Matrix

Escalation Level Level 2 Level 3 Level 4
No of days from TARGET CLOSURE
7<D<=15 15<D<=21 21<D
date
Assignee + Concerned Section In charge, Site Assignee + Concerned Section In charge, Site
Assignee + Concerned SI & Site
TO In charge, BU_Head - Construction , Project In charge, BU_Head - Construction , Project
In charge
Director Director
Initated by user + all EHS
BU_Head EHS & Systems + BU_Head of Projects
engineer of that project Initated by user + all EHS engineer of that
CC + Initated by user + all EHS engineer of that
+anhad.prakash@lntmhipower. project [email protected]
project [email protected]
com

40
 Workflow Mapping – Work Permits
Initiation Workflow Closure Workflow
S. Level 3
Work permit Level 1 Level 2 Level 1
No Creator Approval/Rejecti Creator Notification
Approval/Rejection Approval/Rejection Approval/Rejection
on
1 Industrial Radiography (LMB OCP 08 F-02) All Engineer Quality Incharge EHS Engineer All Engineer Quality Incharge EHS Engineer
Mechanical & Mechanical &
2 Confined Space Permit (LMB OCP 11 F-01) All Engineer EHS Engineer Commissioning All Engineer Commissioning EHS Engineer
Incharge Incharge
Hot Work Permit
3 All Engineer Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-02)
Exacavation Clearance Permit
4 All Engineer Electrical Incharge Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-03)
Permit to work on Plant/Other power driven
5 equipment All Engineer Electrical Incharge Section Incharge EHS Engineer All Engineer Electrical Incharge EHS Engineer
(LMB OCP 11 F-04)
Notification to
Mechanical
Permit to open manhole cover grills
6 All Engineer Section Incharge EHS Engineer Engineer & All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-05)
Mechanical
Incharge
Permit to work at Height
7 All Engineer Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-06)
Permit to work at Night
8 All Engineer Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-07)
Permit for pressure testing
9 All Engineer Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
(LMB OCP 11 F-08)
Permit for work near electrical traction line EHS Engineer &
10 All Engineer Electrical Incharge Section Incharge EHS Engineer All Engineer Electrical Incharge
(LMB OCP 11 F-09) Section Incharge
Permit to work on Holiday All Engineer & Section
11 Site Incharge EHS Engineer All Engineer Site Incharge EHS Engineer
(LMB OCP 11 F-10) Incharges
Blasting work permit
12 All Engineer Civil Incharge EHS Engineer All Engineer Civil Incharge EHS Engineer
(LMB OCP 11 F-11)
13 Lifting/Rigging work permit (LMB OCP 11 F-12) All Engineer Section Incharge EHS Engineer All Engineer Section Incharge EHS Engineer
Permit to remove shuttering(LMB OCP 11 F-
14 All Engineer Civil Incharge EHS Engineer All Engineer Civil Incharge EHS Engineer
13)
15 Permit to work for piling (LMB OCP 11 F-14) All Engineer Civil Incharge EHS Engineer All Engineer Civil Incharge EHS Engineer
41
Workflow Mapping – Work Permits

Extension logic for work after 6pm for WORK PERMITS

❖For any work extending above 6 pm for the day (i.e; if the work completion time mentioned in PTW is above 6 pm), extension option
has been enabled irrespective of approval status.
❖There should be manual option to fill the time for the extension
❖By 5pm, reminder push notification “Any PTW raised for the day will get expired by 6pm. Kindly extend if necessary” to all SE /SI who
have raised PTW for that day.
❖PTW extension option will be enabled in “Submission history”.
❖A SE / SI will be able to extend PTW only if there is no pending beyond due observations on him / her.
❖For extension, no approval is required.
❖After extension push notification will be sent to respective SI and EHS as ““SE/SI name” has extended STW “FORM id” Till “date & time""

42
Workflow Mapping – Inspections
Action taken by
Approval/Rejecti
No Checklist Name Frequency Creator if rejected by
on/Notification
EHS Engineer
1 Electrical Safety Inspection Checklist Fortnightly Electrical Engineer EHS Engineer Creator

Monthly/before the first time use of the

2 Equipment Fitness Report for Crawler Crane P&M Engineer EHS Engineer Creator
equipment
Monthly/before the first time use of the
3 Equipment Fitness Report for Vehicles and Earthmoving Equipment P&M Engineer EHS Engineer Creator
equipment

Monthly/before the first time use of the

4 Equipment Fitness Report for Tyre mounted crane P&M Engineer EHS Engineer Creator
equipment

Monthly/before the first time use of the

5 DG Inspection Checklist Electrical Engineer EHS Engineer Creator
equipment

Monthly/before the first time use of the

6 Tower crane inspection checklist P&M Engineer) EHS Engineer Creator
equipment

Monthly/before the first time use of the

7 Gantry Crane Checklist P&M Engineer EHS Engineer Creator
equipment

Monthly/before the first time use of the

8 Passenger Hoist Checklist P&M Engineer EHS Engineer P&M Engineer
equipment

Monthly/before the first time use of the Civil Engineer and P&M Civil Engineer and
9 Checklist of Boom Placer EHS Engineer
equipment Engineer P&M Engineer

Monthly/before the first time use of the

10 Concrete pump safety checklist P&M Engineer EHS Engineer P&M Engineer
equipment

Monthly/before the first time use of the

11 Radiography Inspection Checklist Quality Engineer EHS Engineer Creator
equipment

Electrical/P&M Engineer
12 Power Tools Inspection Checklist Monthly EHS Engineer Creator
Engineer

43
13 Chain Pulley Block Inspection Checklist Monthly Mechanical Engineer EHS Engineer Creator
Workflow Mapping – Inspections
Action taken by
Approval/Rejecti
No Checklist Name Frequency Creator if rejected by
on/Notification
EHS Engineer
14 D/Bow Shackle Inspection Checklist Monthly All Engineer EHS Engineer Creator

15 Nylon belt/web sling inspection checklist Monthly All Engineer EHS Engineer Creator

16 Wire rope sling inspection checklist Monthly All Engineer EHS Engineer Creator

17 Workmen camp inspection register Monthly HR & Admin Officer EHS Engineer Creator

18 Canteen & Office inspection report Monthly HR & Admin Officer EHS Engineer Creator

19 Waste Management Data Sheet Monthly Store Incharge EHS Engineer Creator

Civil & Mechanical Civil and Mechanical

20 Scaffolding Checklist Weekly/before the first time use Creator
Engineer Incharge

All Engineer, All Incharge

21 BBS Observation Sheet As and when required
and EHS Engineer

22 Checklist for Ammonia Handling Monthly Commissioning Engineer EHS Engineer Creator

Before the first time use of the

23 Strand jack Checklist Mechanical Engineer EHS Engineer Creator
equipment

24 Store Inspection Checklist Monthly MM Incharge EHS Engineer MM Incharge

Monthly/before the first time use of the

25 Batching plant inspection checklist Civil Engineer EHS Engineer Creator
equipment

Monthly/before the first time use of the 44

26 Winch machine inspection checklist P&M Engineer EHS Engineer Creator
Workflow Mapping – Audit
HO Level Audit
Audit Audit schedule Primary Secondary Primary Secondary
S.NO Roles Closure of audit
schedule approval Auditor Auditor Auditee Auditee
1 EHS Coordinator
2 BU_Head - EHS & Systems
Site EHS Engineer of other project /All
3 Section Incharge roles of other projects
/EHS Coordinator
4 Site Incharge of that project to be audited
All section incharge roles of that project to
5
be audited

Project/Site Level Audit

Audit Audit schedule Primary Secondary Primary Secondary
S.NO Roles Closure of audit
schedule approval Auditor Auditor Auditee Auditee
Site EHS Engineer of that project to be
1
audited
2 BU_Head - EHS & Systems
Site EHS Engineer of other project /All
3 Section Incharge roles of that project to
be audited
All section incharge roles of that project to
4
be audited
All site engineer roles of that project to be
5
audited

• For all transactions, mail notifications are sent to relevant stakeholders

• Escalations (if applicable) happen through e-mails 45
Audit scheduling

Audit scheduler chooses “SCHEDULE AUDIT” option from audit menu

Audit schedule page

Audit scheduler chooses required projects and clicks on “Proceed to schedule”

Audit schedule page

For the chosen project(s), Audit scheduler fills in all details and clicks on “Schedule Now”
Audit schedule approval

User with Audit schedule approval option, chooses “APPROVE AUDIT” option from audit menu
Audit schedule approval page

User with Audit schedule approval option chooses the audits to approve and clicks on “Approve”

Click to edit
schedule before
approving
Audit schedule confirmation

Auditor chooses “CONFIRM AUDIT” option from audit menu

Audit schedule confirmation page

Auditor chooses the audits to confirm and clicks on “Confirm”

Click to edit
schedule before
confirming
Audit findings creation

Auditor chooses “Audit Findings” option from audit menu

Audit findings creation

Under “Create New” tab, Auditor chooses concerned audit ID and clicks in “CREATE AUDIT FINDINGS”
Audit findings creation

Tab 1 – Audit details from audit schedule are available for records
Audit findings creation

Tab 2 – Auditor enters “Project Scope Details”

Audit findings creation

Tab 3 – Audit finding page where auditor can add multiple findings. Once added, click on ADD button to add multiple
findings as required. “Collapse all” button to collapse all the findings added.
Audit findings creation

Delete icon – User can click and delete the findings added
Audit findings creation

Tab 4 – Audit findings Summary page

Findings added in tab 3 get summarised here on saving the findings
Audit findings creation

Tab 5 – Audit scoring page. After entering the findings and scores the Auditor can submit
the audit and the auditee can take action.
Auditee takes action on the findings

Auditee chooses “Audit Findings” option from audit menu

Auditee takes action on the findings

Auditee chooses a particular audit to take action

Click to expand /
collapse

Click to view
Auditee takes action on the findings

In the relevant audit, auditee takes action by entering details against each findings in Tab 3
Auditor reviews the findings

Auditor chooses “Audit Findings” option from audit menu

Auditor reviews the findings

Under submission history, Auditor chooses the relevant audit to review

Click to view
Auditor reviews the findings

Tab 3 - Auditor reviews and approves each findings

Audit Closure

User with audit closure option clicks on the highlighted menu

Audit Closure

User with audit closure option chooses the relevant audit to review and close
Audit Closure

User with audit closure option reviews the findings in that audit and closes the audit by clicking on submit button
Audit Closure

Audit status is now changed and intimation is sent to designated stakeholders

Thank You !