p a p e r t i g e r s o f t w a r e

p a p e r t i g e r s o f t w a r e p a p e r t i g e r s o f t w a r e

...Things are a lot scarier in the dark

.

Lighten up with Paper Tiger

and cut AUDIT Management down to size!

Don’t stay in the dark!

Internal Audit Management

“The Audit Wizard”

S O F T W A R E L T D

T I G E RP A P E R

WEBSITE www.papertigerxt.com EMAIL [email protected]

P A P E R T I G E R WEBSITE www.papertigerxt.com EMAIL [email protected]

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1 To move to the NEXT slide - click anywhere on the screen with your mouse cursor

To move to the PREVIOUS slide - press ‘P’ twice (not operational if you are running demo over the web)

To QUIT the presentation - press the ‘ESC’ key (or the Back key if you are running demo over the web)

This sign will appear at the bottom right hand corner of each slide to show when it is COMPLETE.

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DEMONSTRATION INSTRUCTIONS


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Any number of audits can be created - each with up to 80 questions. Answers are scaled on a user designed scale - making it simple to quantify audits and to trend audit results.

Your MANAGEMENT staff have PASSWORD PROTECTED access to the Audit Wizard via the Back Office - where audits are created and managed.

The Audit Wizard links to CORRECTIVE ACTION modules - Quality and ESH - making it simple to track and report on issues raised during the audit that require action to be taken.

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The Audit Wizard is designed to simplify the task of creating internal audits and to Manage, Quantify and Track audit results.

Audit Wizard overview

The Audit Wizard module is very versatile and can manage virtually any type of audit. Health & Safety, Quality, Environmental, Product, Security, Stress… almost anything.

Audit management with the Audit Wizard

VThe Audit Wizard is not aimed at the experienced auditor doing system audits.It is designed for all those lower level audits conducted by a number of auditors yet requiring REPEATABLE and COMPARABLE results.


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The Audit Wizard Process

Firstly..

Paper Tiger can CREATE any type of audit that your organisation may require.

Once created an audit can be used in any location any number of times.

Reports can be created listing audits pertaining to specific locations, customers, products, staff etc.

PRINT BLANK AUDITS and DISTRIBUTE to auditors

RECORD the results in the Audit Wizard

GENERATE AUDIT REPORT and CORRECTIVE ACTION SUMMARY (approx 30 seconds each)

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RAISE CORRECTIVE ACTIONS if needed

SCHEDULE Audits and ASSIGN auditors *

UPDATE Audit schedule *

REVIEW reports and trends

* = This is done in the Paper Tiger Audit schedule, in Outlook or similar.

CREATE audit QUESTIONS and decide on AUDIT SCORE SCALE

CONDUCT Audits


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Audit Wizard : A Step by Step Guide

Permissions are set up in the password screen for selected staff to create new audit types, add and edit audit questions and create audit scales.

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Staff that manage audits do this through the Audit Wizard screen. Here blank audit forms are printed, results entered and reports generated.

Access to the Audit Wizard is by password.


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Main audit Screen functions

Main audit screen


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Audit Type

Audit details, ie type, location, plant, auditor, date, process, product, supplier etc

Audit result. Select the score on each question from a customer designed scale.

The Audit Wizard will calculate the Pass Rate based on your audit scale

Comments or notes - up to 64000 characters in the note field

Audit questions Each audit can have up to 80 questions in total in 10 different sections

Create audit questions and audit scale - click to view

Direct access to Quality and ESH modules to raise corrective actions.

Built in reporting, with trending and export to Excel for in depth analysis.


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Overview

Create and Edit Audit Questions and Audit Scale


To edit existing audit questions, simply select the Audit Type from the drop down list.

To create a new audit click the + button and add the audit to the list.

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Add the New Audit type

Housekeeping

Select the new audit type

from the drop down list

Housekeeping

Stairs and Passage ways

…and enter the audit subgroups headings and the audit questions.

Are stairs and passage ways free of litter?Is the floor clean and dry?Are exits unobstructed and free of rubbish?And so on - up to 80 questions in 10 groups per audit

Any number and type of audits can be created. Audit questions can be edited or added at any time- but only by staff authorised to do so.

Click to view the audit types setup screen

Housekeeping

To set up the Audit scale click this button

You can set up any scale required within the parameters shown at the top of the Audit score scale screen. Paper Tiger will automatically adjust the audit score calculations according to the scale created.

Different audit types can have different scales. You decide.


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As easy as 1 - 2 - 3

Select the Audit Type and open the Audit screen.

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2 Click “Blanks”

3 The ‘blank’ is ready to print

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The blank form can be printed or emailed directly from Paper Tiger to the assigned auditor(s).


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On completion of the audit the results are entered in the Audit Wizard

Enter Audit Results


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Open the Audit Wizard and select the Audit Type

Enter Audit details, ie type, location, plant, auditor, date, process, product, supplier etc

Audit result. This is simply a case of ‘tab’ing down the fields and either enter the score directly or selecting from the scale The Audit Wizard will calculate the Pass Rate based on your audit scale

Enter any Comments or notes in the notefield. There is enough capacity for up to 64000 characters.

Click ‘Create new Audit’. The Audit Wizard will create a new audit and give it a unique audit number.


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Click to continue

Raise Corrective Actions resulting from the Audit


If you need to raise corrective actions as a result of the audit - there are direct links to both Corrective Action (CQM) and Environmental Safety and Health (ESH) Management

Simply select the appropriate module. For this example we use the ESH module.

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Once in the ESH module Paper Tiger will automatically enter known data from the audit screen.

The user just adds the type of action and what the issue is. Then assign and deadline the corrective action - it is ready to issue (print or email)


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To print the result of individual audits and other reports...

Click the Reports button

Click to continue


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USING FILTERS

In Paper Tiger you canspecify the information to go into your Reports, using FILTERS or CRITERIA

If you want to view audits that are filtered by location, employee, type, product etc... you can select by using the relevant filters...

Use the DATE field to specifiy the time span of the

report

Create Reports


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Sample Report

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FOR EXAMPLE: To look at the pass rate trend of Health and Safety audits for the last year at the Napier bottling plant

Create Reports


Set the date range

Set the Criteria

Click the report button

Napier

Bottling plant


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The report criteria are shown in the report

The average percentage pass rate by month

Log trend line


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Create Audit reports

The Audit reports


At the end of each audit there remains the chore of creating the audit report. With Paper Tiger this task is very simple and quick.

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There are two reports - one that displays the audit results and a second one that summarise any action requests raised.

Click printer icon to view

First: Open the report screen and type in the audit number - or select from the drop down list and click the printer icon.

The next report is generated from the ESH module and summarise the three Action requests raised (962, 963 and 964). Click to view

This report list the result of each audit question. It summarise audit details and pass rate (score) and has a large note field on the second page.


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Report criteria

The audit report completed in 30 seconds! (well - close to it) .

The three corrective actions raised

Audit Wizard - ADW

S O F T W A R E L T D

T I G E RP A P E R

WEBSITE www.papertigerxt.com EMAIL [email protected]

Y o u h a v e r e a c h e d t h e e n d o f t h i s

d e m o n s t r a t i o n

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If you would like to know more please contact us on the email address below.

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