I would like to understand how to correctly set up my account and wonder if one of you fine people could push me in the right direction.

My goal is to set up the account correctly so that multiple auditors can conduct the same audit across various teams in different geographical areas. I then want to review all the reports in one master report, noting any non-conformance, positive practices and everything inbetween.

Here's what I've done so far:

Setting up sites matrix:

I work in a company with many geographical areas, each consisting of similar departments. I set up my teams for inspections in safety culture as "sites," using the following matrix: Business - Directorate - Geographical area (region) - Department - Team.

Setting up assets:

I thought of using "assets" to group all audits within what I refer to as an "audit campaign." For example, if I launched a first aid box audit, I could group all the returns from that audit within a campaign, which would be an asset. "First Aid Box Audit 2024" would be an asset.

However, after creating a dummy inspection called First Aid Box Audit, I cannot see a way to group all the First Aid Box Audits under the asset "First Aid Box Audit 2024."

The reason I'm trying to do this is to ensure that I can create a dashboard for the "Asset First Aid Box Audit 2024."

Another question: Is there a way, without exporting the information, to drill down into all answers provided for a particular inspection question to understand trends and help with analyses?

Any advice is gratefully received.

EC