The open-task list makes sure your team knows what needs to be done. Tasks are automatically generated for things like training, inspections, follow-ups, acknowledgment sign-offs, and more.
Each of your team members are given an open-task list available on their iScout home page or as the top button in their iScout App. The number of open tasks is also shown as the numeric badge (top-right of the home screen app icon). This makes it clear what items need their attention including training, inspections, follow-ups and more.
There are quite a few ways that tasks can get assigned in the iScout system, but here are the most common ones.
A training task is assigned to anyone who is out-of-date or expiring on an assigned training. For example, if you
assign "Ladder Safety Training" to all employees in Houston, each Houston employee will receive a training task
in their open-task list. If you provide online training (through the iScout Lesson Builder)
then these tasks will link directly to the training so team members can get started immediately.
Learn More: Training Overview
Learn More: Lesson Builder
When your team is filling out a form, they may create a
follow-up as part of their submission. These follow-ups automatically notify the assignee and create
an open-task in their task list which links to quickly view & resolve the follow-up. You can also
run status reports to find any incomplete or overdue follow-ups.
Learn More: Follow-Ups Overview
Assign assets to specific team members and they will receive an open-task for any incomplete
or out-of-date inspections. The task will link them directly to the inspection form so they
can quickly finish the job.
Learn More: Inspections Overview
Send a short messages (with attachments) for employees to sign-off.
For example, you may share a policy change & attach the SOP as a PDF. These types of alerts
notify each assigned team member and create an open-task. Employees can click the task
and sign off in seconds.
Learn More: Acknowledgment / Sign-Off Overview