SIZA DATA PLATFORM REVIEWER MANUAL

Transcription

1 SIZA DATA PLATFORM REVIEWER MANUAL V1.0 Feb 2016

2 Table of Contents 1. Introduction Account Section Audits Listing Section Audit Dashboard Audit - General Section Completion Audit - Multiple Question Sections Audit - Summary of good practice, observation and non-compliances Audit - Executive Summary Audit - Audit Results

3 1. Introduction The SIZA Data Platform has recently been launched, allowing members to interact with SIZA through this new platform. This manual will assist you, the member, to understand how various sections of the data platform works. The various screens and sections are broken down as per the table of contents to allow you to view and understand the instructions related to a particular section at a time. While this manual acts as a guideline to allow you to interact with the platform, it may not answer to specific problems you may encounter. Should you require any additional, please contact the SIZA administrator (info@siza.co.za ) It is important to know that the system works most effective when Google CHrome is used as a brwser. DO NOT USe Internet Explorer. Take care when uploading images to ensure that the siza of images and documents is reduced as this will have an impact on the speed of synchronozation. You audit will be saved at all times when working online. When working offline it is only saved on your local drive. 3

4 2. Account Section Figure 1 1. Once you have logged into your profile, the navigation menu will be present in the left hand side column. 2. This is an additional navigational section which allows you to view where you are within the platform and allows you the ability to navigate to other sections of the platform. It also displays which section you are currently in, within the system. 3. The logout button is ever present on the top right hand corner, for you to log out of your profile. 4. Buttons to update forms are always placed at the bottom of each screen. In this case the user can update their profile by completing the form and pushing the Update button. 4

5 3. Audits Listing Section 1. This is the listing of audits that are available and have been sent to you for review. You can view more information about this audit quickly by clicking the + button. 2. All audits that have the status of In Review are there for you tol ook at. 3. The reviewer cannot make any changes to the audit checklist but are able to comment under each section 5

6 4. Audit Dashboard Figure 2 1. The audit dashboard lists the various sections of the audit that you can navigate to. 2. The Approve and Reject buttons allow you approve or reject the audit. These buttons will only be present when the audit is in review stage. The CAPR and Audit reports only become available once the audit have been approved 3. This button allows you to download the Audit Report in a PDF format. 4. This button allows you to download all the documents that have been uploaded to this audit. This will be in the form of a zip file. 6

7 5. Audit - General Section Completion Figure 3 1. In the audit process there are a few types of data input screens. This screen is fairly straight forward with various text fields, text areas, drop down lists, etc where information was inserted by the auditor. All the answers that the auditor has submitted are read only. IE: you cannot edit them but simply view them. 2. This button allows you to go to the next section in the audit. 3. The Accept / Reject buttons is for the full audit and not only the section. So if you hit Approve it will approve the full audit 7

8 6. Audit - Multiple Question Sections This is another type of screen where there are multiple questions that can be expanded and contracted. Each question has various sections that can be completed by auditor. The following sections follow the same format and functionality as this section: Management Systems Employment is Freely Chosen Child Labour & Young Workers Freedom of association Discrimination, Harassment & Abuse Health & Safety Wages, Benefits and Terms of Employment Working Hours Figure 4 1. Each question by default is contracted (closed). To open a question you can click on the + symbol. As depicted below: 2. Each question has additional information to assist the auditor to answer the questions. Click on this icon and the relevant information will display in a pop up window. Such as below: 8

9 Figure 5 3. When the question has been expanded, the user will be see the following information related to this multiple question. 1. This is the response for this question, together with the rating below it, as selected by the auditor (if applicable) 2. Displays any files that the auditor uploaded during the audit process. 3. Additional questions and accompanying answers (click the + button to view the answer) 4. Depending on what the auditor choose as the response, you will be able to see relevant information here. In this case the Corrective Actions are displayed (this is applicable to the Non-Compliant result). 9

10 5. The same way you can view Corrective Actions in the above section, you can view improvements. 6. In this section you can enter comments and view other comments that have been added by the member, auditor and SIZA admin. 10

11 7. Audit - Summary of good practice, observation and non-compliances Figure 6 This is another version of a screen layout within the audit. You will be presented with the relevant information as well as the items that the auditor has selected (in the two far right columns). 11

12 8. Audit - Executive Summary This is another version of a screen layout within the audit section. You will be able to view the various fields on this page that the auditor completed. 12

13 9. Audit - Audit Results The Audit Results allows the auditor to enter additional information that is related to the information captured for the checklist section. This section therefore shows you as the reviewer all this additionally captured information. The following sections follow the same format and functionality as this section: Audit Results Employment is Freely Chosen Audit Results Child Labour and Young Workers Audit Results Freedom of Association Audit Results Health & Safety Audit Results Wages, Benefits and Terms of Employment Audit Results Working Hours Figure 7 1. The evidence observed is displayed in this area as entered by the auditor. 13

14 2. For each question that was answered in the checklist section of the audit by the auditor, an entry will be displayed (in this example only 2.1 was answered, if more questions were answered, they would appear below 2.1). You are presented with the type of response for the system. 3. You can view the additional information as answered in the checklist. 4. You can view the additional information as answered in the checklist 5. You can view the description of evidence observed, as entered by the auditor. 6. In this section any images that have been uploaded for the relevant questions, by the auditor, will be displayed here. 7. The Accept and Reject buttons (which are present on all screens) allow you to reject or accept the audit. 8. The Next button allows you to proceed to the next section in the Audit (the rest of the sections in the Audit Generation section work the same as described above, obviously relevant to the section that you are viewing and the questions the auditor answered. 14