Using BSI Connect

Checklists

• Create a Checklist
• Checklist Scoring
• Editing/Updating a Published Checklist
• Preview a Checklist

Checklist+ (Premium feature)

• Checklist+ Content

Audits

• Create an Audit/Inspection
• Managing Recurring Audit Series: A Step-by-Step Guide
• Conduct an Audit
• Create a Finding from within an Audit Question
• Create a Finding from within an Audit Summary
• Create an Action from within an Audit Question

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Findings

• Create a Finding
• Edit a Finding
• Complete a Finding
• Re-open a Finding
• Switching Finding Types

Actions (Premium feature)

• Create an Action
• Edit an Action
• Complete an Action
• Re-open an Action

Organising your Data

• Inline Record Editing
• Record Views - Explore and understand the differences
• Columns - Resize, re-order, add and remove
• Data - Searching, sorting and filtering
• Data - Previewing and exporting

Managing Data/Records

• Add Photos/Videos/Files to a Record
• Adding record dates to your Calendar
• Copying Records
• Using Tree Controls within Records
• Archive Findings, Actions and Audits
• View Archived Records (Findings, Actions & Audits)

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