Sometimes when you're completing an audit, you will want to assign an action to someone for a non-compliant issue.
Note: this will apply if you're filling in the audit/checklist directly in Acuite. If you've completed it in an external system, it's likely you'll assign the responsible party in the external system.
You can assign an external company/person to a question or one of your own team. The same process will apply.
You can assign a sub-contractor to an audit question even if they don't have a login for Acuite, however they have to be set up within the contacts list. This is in the company or project settings menu, under Companies. (Get in touch with a system administrator in your company or ask us via the chat button in Acuite if you're unsure).
You can assign an action to the sub-contractor and once you have saved and locked the audit, the question will be emailed to them. **Note: they will only be emailed a PDF with the question that has been assigned to them, not the whole audit!
To assign a sub-contractor to a question:
Click on the Add Subcontractors button underneath the question.
Click on the sub-contractor name from the drop-down list that appears.
This will assign the action item to ALL of the people set up within that sub-contractor company.
When the audit is saved and locked, a report will be sent to all people within that assigned sub-contractor, if they have been set up as contacts on that project. eg, The Crane Company - will be sent to sam@thecranecompany.co.nz, james@thecranecompany.co.nz and justin@thecranecompany.co.nz.
The email will advise them that they have been assigned to an issue to resolve.