Last updated: November 2024
Learn how to view audit flags, acknowledge flags, add corrective actions, and resolve flags.
- What you'll need - Viewing audit flags - Acknowledging flags - Adding corrective actions - Resolving flags - Frequently asked questions
What you'll need
- A Scan2Evolve account with appropriate role - Access to audit flags - (For acknowledgment) Assigned user or admin role - (For corrective actions) Admin or site manager role
Viewing audit flags
Web app
Step 1: Navigate to flags
- Click Flags in the navigation menu
- Or go to /flags
Step 2: Browse flags - View list of all audit flags - Filter by status, severity, category, or assigned user - Search for specific flags - Sort by due date, severity, or status
Step 3: View flag details - Click on a flag to view details - See flag information, source inspection, and assigned user - View related answers and photos - View corrective actions
Example:
1. Go to "Flags" page
2. Filter by "Status: OPEN"
3. Filter by "Severity: HIGH"
4. Filter by "Category: Safety"
5. Click on flag "FLAG-2024-001"
6. View flag details, source inspection, and corrective actionsMobile app
Step 1: Open flags - Tap Flags in the navigation menu - Flag list is displayed
Step 2: Browse flags - View list of all audit flags - Filter by status, severity, category, or assigned user - Search for specific flags - Tap on a flag to view details
Step 3: View flag details - Tap on a flag to view details - See flag information, source inspection, and assigned user - View related answers and photos - View corrective actions
Example:
1. Tap "Flags" in navigation menu
2. Filter by "Status: OPEN"
3. Filter by "Severity: HIGH"
4. Tap on flag "FLAG-2024-001"
5. View flag details, source inspection, and corrective actionsAcknowledging flags
Web app
Step 1: Open flag - Go to Flags page - Click on a flag - Review flag details
Step 2: Acknowledge flag - Click Acknowledge button - Flag status changes to ACKNOWLEDGED - Flag is acknowledged by assigned user - Corrective actions can be added
Example:
1. Go to Flags page
2. Click on flag "FLAG-2024-001"
3. Review flag details
4. Click "Acknowledge" button
5. Flag status changes to ACKNOWLEDGED
6. Corrective actions can be addedMobile app
Step 1: Open flag - Tap Flags in the navigation menu - Tap on a flag - Review flag details
Step 2: Acknowledge flag - Tap Acknowledge button - Flag status changes to ACKNOWLEDGED - Flag is acknowledged by assigned user - Corrective actions can be added
Example:
1. Tap "Flags" in navigation menu
2. Tap on flag "FLAG-2024-001"
3. Review flag details
4. Tap "Acknowledge" button
5. Flag status changes to ACKNOWLEDGEDAdding corrective actions
Web app
Step 1: Open flag - Go to Flags page - Click on a flag - Go to Corrective Actions tab - Click Add Corrective Action button
Step 2: Create corrective action - Enter corrective action title and description - Assign to user - Set due date - Click Save button - Corrective action is created
Example:
Flag: "FLAG-2024-001: Safety guard missing"
Corrective Action:
Title: "Install safety guard"
Description: "Install missing safety guard on pump"
Assigned to: John Doe
Due date: 2024-11-30
Status: OPENMobile app
Step 1: Open flag - Tap Flags in the navigation menu - Tap on a flag - Go to Corrective Actions tab - Tap Add Corrective Action button
Step 2: Create corrective action - Enter corrective action title and description - Assign to user - Set due date - Tap Save button - Corrective action is created
Example:
1. Tap "Flags" in navigation menu
2. Tap on flag "FLAG-2024-001"
3. Go to "Corrective Actions" tab
4. Tap "Add Corrective Action" button
5. Enter title "Install safety guard"
6. Assign to "John Doe"
7. Set due date "2024-11-30"
8. Tap "Save" button
9. Corrective action is createdResolving flags
Web app
Step 1: Complete all corrective actions - Complete all corrective actions associated with the flag - Mark all corrective actions as CLOSED
Step 2: Resolve flag - Go to Flags page - Click on a flag - Click Resolve button - Flag status changes to RESOLVED - Flag is closed automatically when all corrective actions are closed
Example:
1. Go to Flags page
2. Click on flag "FLAG-2024-001"
3. Complete all corrective actions
4. Mark all corrective actions as CLOSED
5. Flag status changes to RESOLVED automatically
6. Flag is closedMobile app
Step 1: Complete all corrective actions - Complete all corrective actions associated with the flag - Mark all corrective actions as CLOSED
Step 2: Resolve flag - Tap Flags in the navigation menu - Tap on a flag - Tap Resolve button - Flag status changes to RESOLVED - Flag is closed automatically when all corrective actions are closed
Example:
1. Tap "Flags" in navigation menu
2. Tap on flag "FLAG-2024-001"
3. Complete all corrective actions
4. Mark all corrective actions as CLOSED
5. Flag status changes to RESOLVED automatically
6. Flag is closedFlag lifecycle
Status flow
OPEN → ACKNOWLEDGED → RESOLVED → CLOSED
Example:
Flag: FLAG-2024-001
- Status: OPEN (created)
- Status: ACKNOWLEDGED (acknowledged by assigned user)
- Status: RESOLVED (all corrective actions closed)
- Status: CLOSED (flag is closed)Corrective action status flow
OPEN → IN_PROGRESS → PENDING_VERIFICATION → CLOSED
Example:
Corrective Action: "Install safety guard"
- Status: OPEN (created)
- Status: IN_PROGRESS (work started)
- Status: PENDING_VERIFICATION (work completed, awaiting verification)
- Status: CLOSED (verified and closed)Flag categories
Global categories
Scan2Evolve includes 10 predefined global categories:
1. Safety: Safety-related issues and concerns 2. Quality: Quality control and assurance issues 3. Maintenance: Equipment and facility maintenance issues 4. Compliance: Regulatory compliance issues 5. Security: Security-related issues 6. Environmental: Environmental issues 7. Operational: Operational issues 8. Financial: Financial issues 9. Customer Service: Customer service issues 10. Other: Other issues
Custom categories
Organizations can create custom flag categories:
- Name: Category name - Description: Category description - Color: Category color (for visual identification) - Icon: Category icon (optional) - Sort Order: Category sort order
Example:
Custom Category: "Equipment Failure"
Description: "Equipment failure issues"
Color: #dc3545 (Red)
Icon: ci-alert-triangle
Sort Order: 1Frequently asked questions
What is an audit flag?
An audit flag is a compliance issue identified during an inspection that requires corrective action.
How are audit flags created?
Audit flags are automatically created when inspection answers have the "raiseFlag" action configured in the response option.
How do I acknowledge a flag?
Open a flag, review details, and click "Acknowledge" button. Flags must be acknowledged before corrective actions can be added.
How do I add a corrective action?
Open a flag, go to "Corrective Actions" tab, click "Add Corrective Action" button, fill out information, and save.
How do I resolve a flag?
Complete all corrective actions associated with the flag, mark them as CLOSED, and the flag will be resolved automatically.
Can I edit a flag after creating it?
Yes, you can edit flags if you have the appropriate permissions. Flags can be edited to update information, assign users, or set due dates.
Can I delete a flag?
Flags cannot be deleted, but they can be closed. Closed flags are preserved for historical reference.
What happens if I don't resolve a flag on time?
Flags that are overdue are highlighted in the dashboard and flag lists. You can filter by overdue status.
How do I view flag history?
Go to the flag details page to view flag history, including status changes, corrective actions, and resolution.
What are flag categories?
Flag categories organize audit flags for better management. Categories can be global (shared across organizations) or custom (organization-specific).
Related articles
- Start, edit, and complete inspections - Viewing audit flags - Adding corrective actions - Flag categories - Compliance reporting
Need Help? Contact support@scan2evolve.com or your customer success manager.