There are several key activities that you may want to do before you start to use the BSI Connect platform
Step one - Activate account and log in
You must first activate your account before you can log into the platform.
More instructions how to do this can be found here: Activate account and log in
Step two - Create additional users
You will need to do this if you want to involve/assign any records you create to other people.
More instructions how to do this can be found here: Create a user
Step three - Create additional locations
You will need to do this if you want to tag any records you create to specific locations.
More instructions how to do this can be found here: Create a location
Step four – Create your inspection/checklist questions
If you are going to conduct an audit or run an inspection that is question based you may want to consider first creating the inspection/checklist questions in the system.
More instructions how to do this can be found here: Create inspection/audit questions
Step five – Create your inspection/audit
Creating an audit is straight forward.
More instructions how to do this can be found here: Create an audit
Step six – Conduct your inspection/audit
When conducting your inspection/audit you have the option to create findings and actions.
More instructions how to do this can be found here: Conduct an audit
Step seven – Viewing the inspection/audit report
More instructions how to do this can be found here: View the audit report