Your Custom Findings Report

The purpose of this screen is to complete the report by answering inspection questions for a single finding, or add a new finding not directly related to any question on the worksheet.

If you select Finding you will see the detail fields you need to complete.

Level II Inspection Question/Findings: A show guidance link appears with the question. It is information to help you interpret the question properly.

Select the Finding Status: In the dropdown list, the statuses are:

• No Finding: There was no finding (default answer).
• Finding: There was a finding.
• Corrected Finding: A finding that was corrected on the spot.
• Not Applicable (NA): This question does not apply to this lab.
• Cannot Be Determined: The finding cannot be determined.

The four statuses that will not appear on the official report that is emailed to recipients are No Finding, Corrected Finding, Not Applicable (NA), and Cannot Be Determined.

Corrected Finding, Not Applicable (NA), and Cannot Be Determined will appear in the coordinator/lead contact response screen along with any coordinator's notes.

Finding Type (ID #): The ID# is a unique number assigned to this finding when it is saved. Select one of the standard findings from the dropdown list. If you select "other," enter the details in the field below.

Finding Detail: If you selected "other" from the dropdown list above, enter the details about the finding. Otherwise, entering information about a standard finding is optional.

Rooms: Check the rooms where the finding occurred. on what If applicable, you can also check either the Select All or the Deselect All button.

Recommended Action/Corrective Action ID#: A unique number assigned to the corrective or recommended action when it is saved.

Does this require a corrective action? Click on either yes or no. If you selected yes, the following question appears:

"Is the individual/lab/facility subject to restriction?"

Select either yes or no. If yes is selected, keep details about the restrictions such as names at the department, lab, or center level. Only a generic description of the restriction should be documented online. Names should not be used.

Select an Action to be Taken: From the dropdown list, select the corrective or recommended action. If you select "other," you must enter the details.

Description of Action to be Taken: If you selected "other" from the dropdown list, enter the details about the finding. Otherwise, entering information about a standard action is optional.

Assigned To: Indicates who is assigned to complete the corrective or recommended action. From the dropdown list, select:

• EHS Office
• EHS Representative
• Individual
• Principal Investigator
• Facilities (may not appear on all lists)

Individual: If you selected an individual, find the person by entering his or her name or partial name, and pressing the search icon.

Add Another Finding for this Question: If you have another finding related to this question, click the Add New Finding button to create a new finding and enter its details. Enter as many findings for a question as is necessary.

Additional Findings: Will only appear if you previously selected it on the question selection screen. This area is for findings that are not directly related to questions that appeared on the inspection worksheet. Enter as many findings as is necessary.

The additional finding(s) will appear as AF-01 in the Question Tally section.

Confidential Coordinator's Notes (Do not appear on the PI Report): Enter information that will be helpful to you. These notes do not appear on the PI/Supervisor Report. They are only visible to the coordinator or lead contact.

Question Tally: Helps you keep track of the number of questions answered in each group. Allows you to move from one question to another in any order. Each question is saved when you move from one question to the next.

Question: Shows a unique label for the question e.g., DT-2.

Six buttons on this screen are:

Return to Overview: Returns to the Inspections Overview list

Select Question: Brings you back to the question selection screen.

Previous Question: Go back to the previous question.

Next Question: Save what you just entered and go on to the next question.

Save: Save your entries.

Complete Report: Save your findings. They will appear in the PI/Supervisor Inspection Report preview template screen. You can preview the report and customize text in the overview and footer areas prior to submission.