You are now presented with the new report page, where you must select the location
You can select an existing location, or create a new one in-line. Optionally, you can also specify a sub-location.
In 21RISK a report can start with 3 different strategies
- All non-compliant All compliance-related questions will start out being non-compliant.
- All compliant All compliance-related questions will start out being compliant.
- Latest data This option will look at the current location and use the current compliance information for the audit. This option is great when making an audit, where the baseline is the current status.
In our example, we choose the all compliant strategy and create the report
The report is now created as a draft. In 21RISK, a report can have different statuses
- Draft A draft report is where you perform the actual audit of the given model. As you answer the questions in the model and attach documentation, the report will automatically save.
- Published When the audit is done, the report is frozen in time by publishing it. The status now changes to "Published", and no further changes can be made. A report is therefore a snapshot in time, where all issues identified can be solved in corrective actions.
- Schedule A scheduled report is simply showing an intent to audit a given location, at a given time. The schedule can help coordinate resources in larger teams, and plan when to audit what.
The report page consists of a few simple sections. At the top, you have the location and model listed
When changes are made to the report, it will automatically be saved. The button is where you publish the report when you are done. On the left, you have a table of content you can use to jump to a specific point in the report.
No more excuses, time to answer some questions. At 21RISK we normally call a "question" in a model for a category - the reason being that a given category can contain many questions. Let's look at category 2.1.3 "🧯Portable fire extinguishers"
When allowed by the author of the model, the category might be marked as not applicable.
If the category is relevant, we can read the questions and mark any non-compliance. In this case, it will result in the category being non-compliant
When needed, we can add documentation to the category in question
Here you can add general comments to the category, and upload pictures or files. There is currently a limitation of 10MB for files, but we are actively working to remove the limitation.
When you have identified an issue, there should be a plan for improvement. At 21RISK we call this a corrective action, or simply an action.
When you are done with the report, you now have a place where you can work together with your team to solve the issue. If you for some reason would like to remove the action, you simply click "Remove".
If you creating a report, and already tracking improvements in an action, you can also choose to use an existing action . When any existing actions are available, the option will be available.
When using an existing action, you preserve the conversation already in place. If you would like to start fresh, you simply choose "Create new action".
The author of a given model can choose to require one or all of the following:
- Corrective actions
When some of the above things are required, the category will show a yellow warning. If you hover with the cursor, a tooltip will let you know what information is missing.
You can also view any categories with issues, on the left sidenav
You have to make sure all warnings are fixed, before you can publish the report.
When you are done with the report, you only miss the last step: publishing the report. This is done by clicking the "Publish" button
After a conformation step the report is published, and no further edits can be made.