Step Two - Create and Request Pre-Inspection Collateral

Step Two - Creating and Reviewing Pre-inspection Tasks & Collateral

Collateral are pre-inspection video and photo requests that enable you to better understand a facility before assigning an inspection. They also help document areas of a facility where WI-FI may not be suitable to complete a live-remote inspection

Example requests could be:

• "Upload photos of the walk-in fridge"
• "Video a meal being plated"
• "Show me proof of a correction of issue x"

1. Log into www.myfieldaudits.com from a desktop computer
2. Click Remote Auditor
3. Click Collateral Collection
4. Select a Facility from top of the page
5. Click New Collateral
6. Enter Details (Name, Description, Due Date) and click Save 
   
   
   
7. Click New Task and enter the request and additional details 
   
   
8. Click Save - Repeat for additional tasks
9. Assign to a team member by clicking Action>Assign to (Note: Onsite team members need to register before they can be assigned items. If you don't see their name, check-in to confirm they've completed the registration process)
10.  As requests are completed, you'll be notified via email.  Click Action>Gallery to view completed Collateral Tasks