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Issue a site visit audit to a senior manager

Category: Forms And Templates

Fills the audit in from the programme, permits, temporary works, RAMS, inspections and weather, then assigns it to the auditor.

Input Parameters​

ParameterTypeRequiredDescription
AuditorDropdownYesThe senior manager or director carrying out the site visit.
Auditor RoleDropdownYesThe auditor's project role on this audit.
Audit DateDateYesDate of the site visit.
Visit TypeDropdownNoWhy this audit is being run.
Lookahead Window (days)DropdownNoHow many days around the audit date to consider for activities and permits.
Additional InformationTextNoAnything specific the auditor should focus on (e.g. recent incidents, particular subcontractor).

Parameter Details​

Auditor Role

The auditor's project role on this audit.

Options:

  • director - Director
  • senior_manager - Senior Manager
  • project_manager - Project Manager
  • site_manager - Site Manager
  • operations_manager - Operations Manager
  • hs_manager - H&S Manager
  • other - Other

Default: director

Visit Type

Why this audit is being run.

Options:

  • ad_hoc - Ad-hoc
  • scheduled - Scheduled
  • incident_triggered - Incident-triggered
  • handover - Handover

Default: ad_hoc

Lookahead Window (days)

How many days around the audit date to consider for activities and permits.

Options:

  • 0 - Audit day only
  • 1 - ± 1 day
  • 3 - ± 3 days
  • 7 - ± 7 days

Default: 1

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Form Instance Id​

Type: Text/Markdown

Form Instance ID

Example Use Cases​

Director audit next Tuesday​

Issue a pre-populated audit for a director visiting next Tuesday.

Configuration:

  • Auditor User Id: user_123
  • Auditor Role: director
  • Audit Date: 2026-05-05
  • Visit Type: scheduled
  • Lookahead Days: 1
  • Additional Context: Focus on hot works at Block A and the new excavation in Zone 2.

Tags: audit · site-visit · director · senior-manager · compliance · form-instance

Last updated: 2026-08-31