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A training task is assigned to anyone who is out-of-date or expiring on an assigned training.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or out-of-date inspections.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
Admins can run an "Open Task Report" which lists each task, who it's assigned to, due date, and more. Run an open task report on-demand or schedule a PDF or spreadsheet to be emailed to you periodically.
Setup daily task notification emails and push notifications to remind your team of pending tasks and of tasks newly assigned. Choose what days of the week the tasks are sent and what time they send.