Records and Scheduled Activities
Schedule and collect records from audits, review meetings, inspections and field testing (and more)
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(Auditor) - "Where are your records ?"

Every compliance system generates records, but keeping them in scattered locations won't work, and definitely won't please your auditor.

Schedule, store and manage records for anything

Toolbox provides a module dedicated to scheduling compliance-related activities and for storing the records for later retrieval and analysis. The assigned team member will see their scheduled dates in their worklist - KPIs can be tracked, followup tasks can be assigned and costs recorded. Notifications go out automatically to inform interested parties whenever a new record is added.

"Collect field records and integrate with mobile form builders"

The Records module can also function as a collector for records of any sort, not only those related to compliance. Each schedule in Toolbox gets a unique email address, so records can emailed in to Toolbox from the field or from mobile inspection apps without even logging in to Toolbox. External contractors hired for inspections or field testing can also utilize this feature. Collected records are searchable and much more manageable than keeping analog records in a folder.

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