The Dashboard

A snapshot of your inspection history

You can view your results by Day, Month, Year. Simply click on your preference to the right of the graph

App screenshot of the checklist intro

The dashboard is interactive, allowing you to drill down into the data for a more detailed analysis

Navigational System

Once logged in to the dashboard you can use the icons found in the navigation bar at the top of the website. To help you find your way around the dashboard you can find a summary of actions available to you below relating to each of the icons on display.

Credit

Purchase Credits
Order History

Assets

Registered Assets
Asset Setup
Equipment Type
Checklists

Users

Registered Users
Users Setup
Company

Analytics

Inspected
Quarantined
Overdue
Calendar

Messages

Inbox
Sent
Archived

Settings

Profile
Credits
Privacy
T & Cs

Credit

Purchase credits and additional products, such as tags, QR codes and inserts.

You are able to purchase the desired number of checklists by adding your preferred bundle of inspections to the checkout. Once set-up the credits are available to be used by all registered users across all checklist variants.

Each time a checklist is completed it will be deducted from your stored credits and the mobile app will inform users of the number of remaining units. The number of remaining checks is clearly visible on the Dashboard homepage (and on the inspectors’ app) to help ensure you never run out.

You are also able to view your purchase history and keep track of the orders you have raised within this section.

Assets

Keep an up-to-date record of all equipment within your organisation, requiring routine safety and maintenance checks. Once assets are registered your inspectors will be able to carry out the relevant checks using the TakeAIM app.

1. Registered Assets

This section shows all your companies registered assets and allows you to edit details, delete them or view the History of specific asset inspections

2. Asset Setup

This section allows you to add company assets to a central register. Assets can also be registered using the mobile app if preferred.

1. Select the Equipment Type you wish to add
2. Assign a Name. This can be anything, so long as your inspectors can distinguish between assets - especially if you have multiples of the same equipment type. E.g Registration.

3. Your Asset Location enables your inspectors to ensure that assets remain in the correct warehouses, sites and/or cities.

4. Add the Brand of your Asset - This helps identify your asset

5. Select your Frequency of Inspection to remind inspectors to carry out inspections when required.

Ad-Hoc: Don’t remind users. Only do checks when required.
Day: Remind users daily at set time(s).
Week: Remind users weekly / on set day(s).
Monthly: Remind users monthly / on set date(s).
Working Week: Remind users on a mon - friday at set time(s).

6. Add any Additional Information your asset may have such as:
An Annual Certification Number. The date of the last / next MOT.
The details of the company who performed repairs etc.
Date of annual thorough examination.

7. Select Inspectors for the asset. This shows who is authorised to complete inspections of the asset and send reminders to complete inspections directly to the chosen inspector.

This section allows you to add company assets to a central register. Assets can also be registered using the mobile app if preferred.

3. Equipment Type

This section allows you to review existing equipment types and add new equipment types. This gives you complete flexiblity, ensuring all workplace equipment is inspected.

To add an equipment type which is not currently on the list, simply select + Create equipment type

1. Enter the most appropriate name for the equipment type

2. Attach an image which identifies the equipment type (TakeAIM may update these images if required).

You can take a photo of your equipment type and attach it here to display each time the checklist is opened by an inspector.

Once you have created your Equipment Type, you can then create your checklist

4. Checklists

This section allows you to review existing checklists and create a checklist for new equipment types.

To add / create a checklist which is not currently on the list, simply select + Create checklist

1. Select your new Equipment Type

2. Title. Enter the name of your new inspection.

3. Description.

4. Adding Questions. a. Select the + Add Question”.   b. Title. Enter the title of your question. E.g. Guard   c. Description. Enter the details of what your inspectors should be looking out for.   E.g. Intact and secure. Free from damage, cracks and scoring. Remove any foreign bodies.

5. Save.

There’s a maximum number of 15 questions per checklist.
If you require additional checks you can contact the Good to Go Safety team who will review your checklist.

Your new checklist will now be available to select within Add an Asset. Please note: Inspectors will require to sync their app to access new checklist

Users

The dropdown from this section allows you to control User and Company settings

1. Registered Users

Shows your full list of active users and their respective roles (Admin or Inspector). Note: Admin users are able to complete inspections and access the dashboard. All emails must be unique to each user, there is no option to duplicate email addresses

2. User Setup

This is where you add details of the employees you want to carry out equipment inspections. You can add / remove users at any time, however you should consider which members of staff have received the necessary training to class them as competent to complete equipment inspections

Add employees to your inspectors and administrators. Administrators have access to the APP and Dashboard. Inspectors only have access to the Mobile APP. Once set up and saved, your new users will receive an email welcoming them to TakeAIM

3. Companies

Allows you to edit your company details

Analytics

This section allows you to analyse inspections and assets in more detail

1. Inspected

View all inspected assets in more detail. You can sort the list using the headers according to date, user, asset or status. This enables you to recognise any trends or re-occurring issues

2. Quarantined

View all quarantined assets in more detail. You can sort the list using the headers according to date, user, asset or status. This enables you to quickly identify critical maintenance issues and keep downtime to a minimum.

3. Overdue

View all assets that have not been inspected to their scheduled date/time setting. You can sort the list using the headers according to date, user, asset or status. This enables you to identify and/or notify inspectors that are not meeting their targets

4. Calendar

This section shows the next scheduled inspection date for each registered asset, along with its current status. You can sort the list using the headers according to equipment type, asset name, current status or date of next inspection

Messages

The section is your messaging portal. Enabling you to communicate between users

1. Inbox

This is where you can find any messages sent to admin by inspectors and can be used to raise concerns or requirements such as booking maintenance slots or requests to buy in parts as part of a scheduled maintenance programme; or a request to order more checklists, QR code labels / inserts etc

We recommend that administrators check their mail box on a daily basis

You can also Create Messages relating to assets – this is a useful tool to keep inspectors informed of actions being carried out or to remind them of upcoming events such as scheduled services/training etc for specific equipment, or even to let inspectors know they have missed a scheduled inspection

2. Sent

This is where you can find any messages sent to inspectors by administrators. Enabling you to keep track of previous requests. Inspectors will be informed on the app when you have sent them a message

3. Archived

Once a message has been actioned it can be archived and stored in this location

Settings

In Settings you are able to edit your profile details and update your password if required.

This is also where you have the option to logout of your dashboard.