Findings: give something to fix to one of your providers
Something found on site goes to the business that has to fix it. They close it out with a photo or dispute it in their portal; you accept it or send it back.
3 min readLast updated
Applies to: Site Safety Records · School admin
A finding is something on a site that one of your providers must fix. It comes from a site walk, a failed inspection item or a corrective action. An school admin gives and decides findings; builders and businesses also let a safety officer (every site) and a project or site manager (their own sites) do it. A director or executive can read them.
Before you start
- Findings come with Site Safety Records in full. If you had the pack before packs existed, choose Switch on the rest in Settings → Your packs.
- The provider must have accepted your invitation and, for builders and businesses, be on the site's list.
How to give one
- Step 1: From a site walk: open Findings and use Raise a finding. Choose the site and who it's for, say What needs fixing, the area of the site, the Type (safety, quality or environmental), the Category, the Priority and when it's Due, and add Photos (optional). Choose Assign.
- Step 2: From an inspection: on a failed item, choose Give it to one of your providers to fix. The item's photos go with it.
- Step 3: From a corrective action: an open action has the same. You still own the action.
The due date fills in from the priority (critical 1 day, high 7, medium 14, low 30). With AI assist on, Draft it from a photo (AI assist) suggests the details for you to check. Each finding is numbered FND-YYYY-NNN.
What happens next
- The provider is emailed and sees it under Issues from your clients in their portal; their workers see it on their worker pass. Only the business it's given to sees it. See Issues from your clients.
- They're reminded 2 days before it's due, on the first day it's overdue, then weekly.
- When it's late, the site's manager (or the safety people) is told once: after 1 day for critical, 2 for high, 3 for medium and 5 for low.
When they answer
- Closed out · to check: they sent a note and at least one photo or file. Under Check the close-out, choose Accept: close it, or write what still needs doing (and, if you like, a new due date) and choose Send back.
- Disputed · to decide: they say it isn't theirs. Under Decide the dispute, choose Uphold: withdraw it, or write your reason and choose Overturn: it's theirs.
- A finding from a corrective action: accepting their close-out closes out the action, ready to verify as usual.
- Withdraw this finding when it's no longer needed, with a reason.
- A new due date starts the reminders again. Every step is in the finding's History and can't be changed.
A warning at the gate
An school admin can choose Warn at the gate on the Findings page. The gate then shows a warning when a company has overdue critical findings. It never stops anyone signing in. Stop warning at the gate switches it off.