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This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes. The information is not version controlled and as such is subject to change without notice. Vault does not accept any responsibility or obligation to inform users of this presentation of such changes. This includes any copies of this presentation taken and modified outside of the Vault domain. [DISCLAIMER]
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[Vault Check] Please take a moment to download the Vault Check App onto your Smartphone. These are accessible from the Apple Store or Playstore.
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[Vault Check] The Home Screen
Vault Check is “Real Time” Health & Safety in your Pocket. From the Vault Check home screen you can see multiple pieces of information: Statistics displays Checks you’ve completed in the past 7 days. Status displays the number of Checks that have been assigned to you and their current status. Inspections lists all Planned Checks assigned to you but yet to be completed. Note: By Tapping on any of the status discs the Inspections list can be filtered by the status selected.
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[Vault Check] Select Planned Check
A Check can be action either as a ‘Planned Check’ or as an ‘Ad Hoc Check: In order to perform a Planned Check you must scroll down to the Inspections Section of your dashboard which lists all Planned Checks assigned to you but yet to be completed . Then Tap to select the Check required. Proceed with the steps detailed from slide 11 onwards.
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[Vault Check] Select Ad Hoc Check
In order to perform an “Ad Hoc” Check you must first access the Check templates and this is done via Vault Check menu. The Menu is located in the top left hand corner. Tap the menu icon. From the menu items Tap New.
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[Select Ad Hoc Check] Select Template
From the resulting Check templates: Tap to select the required template. This will open a New Inspection to be completed.
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[Perform Ad Hoc Check] Location
Firstly you must stipulate the Location (Site) where the Check will take place. Tap in the Location field. Either Scroll for the required location and Tap to select. OR Enter the Location name into the search field and Tap to select from the results. Once the selection is made Tap the Tick icon to save.
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[Perform Ad Hoc Check] Subject/Description
Next you need to stipulate the name of the Ad Hoc Check that is being performed. Tap the Subject field and enter the Check name. When finished Scroll up to dismiss the keyboard. Tap the Description field and enter any further information that may be required in the same fashion. Once completed Tap the green Tick icon to save all details.
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[Perform Check] Short Answers
The Check template will now populate with the required actions/questions: Each question has three short answer icons denoting an Answer type. Yes No Not Applicable These allow for a quick response to the applicable question. Tap whichever icon is appropriate. IF Scoring is activated in the template a fourth short answer icon will also be present. Scoring Tap the icon and score accordingly.
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[Perform Check] Detailed Answers
There is also an option/icon to enter a Detailed answer for a question (if req’d). Detailed answer Tap the icon to expand the question.
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[Perform Check] Detailed Answers cont.
Within the expanded question there are both Fields and Icons that can be used to detail the answer. Fields: Comments Actions Media Answer Icons: Yes No Not Applicable Add Icons: Add Media Add New Action
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[Perform Check] Detailed Answers cont.
Add A Comment To add a comment to the question: Tap the Comments header and enter the required information. Then Tap the Tick icon to save
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[Perform Check] Detailed Answers cont.
Add An Action To add an action to the question: Tap the Add Action icon Or Tap the Actions header.
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[Perform Check] Detailed Answers cont.
Add an Action Cont. From here you can: Enter the Subject of the action and a Description of what the action requires. Select the Due date for the completion of this action. Stipulate the Urgency of this action. Assign the Accountable person who needs to undertake this action. This is done by Tapping each section as required and entering/selecting all the appropriate details. Once completed Tap the Tick icon to save all details. Note: When assigning the Accountable person you can scroll or search via the search field for the applicable person.
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[Perform Check] Detailed Answers cont.
Add Media If you need to add Media to the question: Tap the Media icon. Select the media type you wish to add. Note: Photo or Video Media can be added directly from the device's camera or from the gallery.
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[Perform Check] Detailed Answers cont.
Add Location If you need to add a Location to the question - Tap the Media icon. Select the Location option - this will default to your current GPS location. If further detail is required Add a comment to the location is also a option, via the speech bubble. Select the Tick icon to save this location. Note: If you do not wish to use the GPS 'Pin placement of your Location', you also drag and drop to 'Place a Pin' manually.
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[Perform Check] Complete Question
Once you have finished adding all required detail to the answer Select the appropriate Answer Type i.e Yes, No or Not Applicable. Tap the White back arrow. Result: This will take you back to the overall Check page.
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[Perform Check] Complete Check
Once all questions have been answered using the stated steps. Tap the White arrow in the top right hand corner to Complete the Check. Result: This will display the Check Summary page.
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[Perform Check] Check Summary
The Summary page displays a full breakdown of the Check results. ‘Percentage’ of questions Passed. ‘Percentage’ of Progress through the Check. ‘All’ Actions identified. Note: At this point if overall comments are required these can also be entered by Tapping the speech bubble and saving. Tap the White arrow in the top right hand corner to Sign off the Check.
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[Perform Check] Check Sign Off
Sign the Check with either a finger or stylus. Note: If the template completed requires a second signature complete this process again and also populate the Name box with your details. Tap the White Tick icon in the top right hand corner to Submit the Check to the Vault Administrator.
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[Sync Device] It is recommended that the device is Synced once a Check is completed. This ensures that all forms are submitted and that any recently assigned Checks are fully updated to the device. Tap the menu icon. From the menu items Tap Settings. Then Tap Sync from the Settings menu and the device will then sync to the network.
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