Frequently Asked Questions

You ask, we answer! Yup, here are all the questions we’ve been asked by customers and prospective customers – most often when trying to make a decision about audit/inspection management software. And, here are the answers – because we believe the best decision is an informed one!

Audit / Inspection Reporting

Yes, Certainty’s Dashboard and Power BI reporting tools allow you to report aggregate metrics and KPI’s but also drill through these reports to get to the underlying data behind those reports.

Yes, with Certainty you can email reports both manually or have the system do it for you automatically. With the Certainty app, you can create/download your audit reports (PDF and including images if added during the audit/inspection) and then print, share by email or even sent to someone by text.

Also, with Certainty’s notification tool you can have audit reports automatically sent by email when an audit is completed and lastly, Certainty’s System and Customer Report export feature allows you to export all and any of your reports in a number of formats including: Word, Excel, PowerPoint, PDF, TIFF, XML, CVS, HTML that can then easily be shared by email, print, etc.

Yes, with Certainty, there are several tools that easily allow you to report the metrics that matter to you most – and most often. Certainty Dashboards are user-configurable and user-specific, so you can cut through the gigabytes and show only the metrics important to you. Do you run the same report every day, week, month? Well then, the System Reports ‘Save As’ feature will save you time and ensure you get the latest information based on previously saved report parameters. Whatever your preference, Certainty has several reporting tools that quickly and easily present the metrics and reports that matter most.

Yes, if your System Administrator has enabled ‘the create actions on the fly’ for an audit checklist, then as an auditor you can create and delegate actions instantly, on the fly and as you conduct your audit.

Yes, once someone has completed (and saved) an audit/inspection, the results are immediately available online and this in conjunction with the numerous reporting tools (Dashboard, System Reports, Custom Reports, Power BI) means you can easily report consistent, comparable, corporate-wide KPI’s, metrics and audit results instantly, online and in a format to meet your needs.

Also, all reports can be exported to various formats (PDF, Excel, TIFF, PowerPoint, Word, CSV, HTML) and our ‘Report Subscription’ services means reports can automatically be emailed to senior executives of your choice and at a frequency to meet your needs.

Yes, Certainty allows for the creation of corporate-wide master checklist that can be ‘published’ for use at a single site, groups of sites or company-wide.

Yes, with Certainty there are numerous ways to create customized reports to meet your needs. Certainty’s Dashboard is user-specific and configurable; our BI tool (Microsoft Power BI) allows direct access to your database so you can slice and dice your data however you need. Our Custom Reports can be configured to meet virtually any other reporting requirements not met by the other reporting tools available. Additionally, if your business already uses an advanced BI reporting tool (i.e. Tableau, Crystal Reports, Sisense), we can also provide your technical team with direct API access to your project database so your Certainty data can also be viewed using the BI reporting tool of your choice.

Yes, with Certainty we can automatically push actions (work orders) created in Certainty into other systems (i.e. Maximo for work orders) in 3 ways depending on your needs. Integration can be automatic and in real-time using Web Services; it can be regularly scheduled using a File Transfer Protocol (FTP) server and can be done manually and as and when needed with batch processing of exports of your data.

Yes, Certainty’s ‘Report Subscription’ services allows you to have reports automatically emailed to recipients of your choice and at a frequency to meet their needs.

Yes, Certainty’s ‘Report Subscription’ services allows you to have reports automatically emailed to recipients of your choice and at a frequency to meet their needs.

Yes, Certainty allows for the creation of a single corporate-wide master checklist for the reporting of corporate-wide metrics and the ‘duplicate checklist’ feature means that a ‘master’ checklist can then be duplicated and added to if sites have additional audit data collection and reporting requirements.

Yes, Certainty’s reporting interface (web and app) is fully translatable and all initial installations come with 10 languages (English, French, Spanish, Italian, Portuguese, Russian, Turkish, Vietnamese, Polish, Arabic) and you can add as many languages as you need and you can provide translations for all your audit/inspection questions and answer options.

With Certainty, once someone has completed (and saved) an audit/inspection, the results are immediately available online which means you don’t have to waste time collating audit reports and can be confident that what is reported reflects a consistent and comparable view of the most current state of affairs across your business.

Yes, Certainty’s ‘Report Subscription’ services allows you to automatically email reports to recipients of your choice and at a frequency to meet their needs. Certainty reports can also all be exported to various different formats (PDF, Excel, TIFF, PowerPoint, Word, CSV, HTML) which means you can also email reports to your colleagues on the fly and when you need.

Yes with Certainty, you can add photos and images to audit findings to improve clarity, include supporting information or further document their findings and all of the images added to an audit are included the audit report (PDF).

Yes, with Certainty’s notification tool you can have email notifications sent to specified a user(s) automatically when an audit is completed (e.g. Email Senior Safety Director when any regional manager completes an audit) and include in that email a PDF version of the audit report.

Yes, with the Certainty app, you can download (PDF) and share a full audit report where and when you need. Whether you need to email or print and share, you can easily create a PDF version of all any audits you have completed.

Yes, Certainty’s Checklist Builder provides all you need to design a checklist that can be used for combined audits (e.g. Safety, Health, Environmental & Quality SHEQ audits) and questions. A Certainty subscription also allows for an unlimited number of checklists which means you can also have separate checklists for each discipline when needed.

Yes, with the Certainty app, you can download (PDF) and share a full audit report where and when you need. Whether you need to email or print and share, you can easily create a PDF version of all any audits you have completed.

Yes, we can provide direct access to your project database if and when required. If for example, you need to report your Certainty data using a BI reporting tool already in use by your business (i.e. Tableau, Crystal Reports, Sisense, etc.), we can provide your technical team with direct API access to your project database so your Certainty data can be viewed using the BI reporting tool of your choice.

Yes, with Certainty’s ‘Site Groups’ feature, you can easily report on groups of sites as defined by you. Whether its a region, country, division or corporate-wide, the Site Group features allows limitless ways to group and report the audit/inspection data you collect.

Yes, Certainty’s Custom Reports can be configured to meet virtually any reporting requirement not met by other reporting tools available – including the incorporation of data (such as expected participation rates) from other systems and sources.

Yes, with Certainty’s ‘User Group’ feature, you can easily report on groups of users as defined by you. Whether its a shift, department or all ‘Regional Managers, the User Group feature allows limitless ways to group and report the audit/inspection data you collect.

Yes, Certainty’s Dashboard, Matrix Reports and Power BI reporting tools allow you to report audit results by section (page), question set, question and answer. It’s up to you.

Certainty’s checklist management tools allows you to define exactly what data is collected where and this in conjunction with the numerous reporting tools (Dashboard, System Reports, Custom Reports, Power BI) means you can easily report consistent, comparable, corporate-wide KPI’s, metrics and audit results instantly, online and in a format to meet your needs.

The Checklist Builder allows you to create a single, corporate or ‘master’ checklist that can be published for use at any and all sites in your company. The Checklist Builder allows you to create a single corporate-wide master checklist that can be duplicated and added to for sites that need site-specific questions on their audits. All of this means you can offer site-specific flexibility and corporate consistency all in the same audit.

With digital checklists (submitted using PC, laptop or the Certainty app) the results of audits and inspections are available online as soon as your auditors ‘save’ their audit (and sync if offline using the app). When submitting paper-based checklists, there can sometimes be a short delay in the digitization process (usually no more than an hour or two) and for data to be available on line. Also, as soon as your completed audit have been saved, you can report on the results and the data is included in your Dashboard graphs and metrics.

Yes, the Certainty app can be used on any iOS (Apple) or Android smartphone, tablet or device.

With Certainty there are 3 different ways to get audit data into the system (paper, browser and app). This means there should be a solution to meet the needs of all your team. The buy in part comes from the fact that each of these ways saves time and makes the audit process easier – for auditors – which should increase buy in, participation and results.

An example of this (and as shown in our Rocky Brands case study), auditors saved 25% of their time using the Certainty app compared to their previous ‘by hand’ approach. That’s 2 hours a day to do things more productive than re-keying observation/audit data! Hopefully that will be incentive enough!

Lastly, if the carrot doesn’t work, maybe the stick will? with Certainty’s Dashboard and System Reports managers can instantly and easily see metrics and KPI’s showing exactly who has and who hasn’t completed the audits expected.

Yes, when you submit a completed paper-based audit using Certainty’s scan-to-email technology, the system automatically digitizes the paper-based audit results and the digitized audit record in Certainty includes a PDF of the original scan submitted and can also include a ‘snapshot’ image of any key comments fields with hand written findings.

Spend Time On Prevention
Not Paperwork

Watch our overview video to see how your organization can benefit from Certainty.

Reduce Risk, Ensure
Compliance, and Improve
Performance