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Table of Contents 1

• Table of Contents

Chapter 1: Getting Started 6

• 1.1 EASE Navigation Pane
• 1.2 User Profile Menu
• 1.3 Dashboard
• 1.4 Create New Audit (Ad Hoc)
• 1.5 My Calendar

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Chapter 2: Configuration 3

• 2.1 Organization
• 2.2 Admin Settings
• 2.3 Manage

Chapter 3: Assign (Scheduling) 6

• 3.1 Scheduling Overview
• 3.2 Scheduling Audits
• 3.3 Editing Scheduled Audits
• 3.4 Removing Audits
• 3.5 Using the Calendar

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Chapter 4: Findings 1

• 4.1 Findings

Chapter 5: Reports 5

• 5.1 Reports Overview
• 5.2 Panels
• 5.3 All Audits
• 5.4 Reports
• 5.5 All answers

Appendix 4

• EASE Login with user name
• EASE Mobile Application Instructions
• Login Screen
• Reopen Audit

FAQ 6

• Frequently Asked Questions
• How to Import old excel files to Beacon
• How to manually update single sign on in IE for Ease Beacon software
• How to Export and view Special Characters correctly
• EASE Notification Details

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EASE Best Practices 1

• Question Tags and Failure Categories Best Practice

Non-Conformance & Mitigations 5

• Non-Conformances & Mitigations
• Mitigation Basics
• Responsible Party
• How is Additional Manager Determined
• Closing and Approving an Assigned Non-Conformance/ Mitigation

Getting Started 7

• Get the Most out of Beacon
• Dashboard
• Conducting an Audit
• SSO Login on Mobile Device
• Badges in Beacon

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Help Videos 11

• Create Account and Conduct an Audit (Video) ~ 3 min
• Close Mitigations and Reports (Video) ~2 min
• Setting Up Your Org Tree (Video) ~2 min
• Adding Users (Video) ~2.5 min
• Creating Shifts (Video) ~ 1.5 min

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Webinars 21

• Scheduling Audits
• Product Updates - Corrective Actions Feature
• Mitigations and Responsible Party
• Beacon Demo
• 5S Demo

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Beacon Beta Options 0

Manage 14

• Document Settings
• Create a New Document & Adding Questions
• Add questions to a document
• Organization Tiers
• Response Options

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Assign 6

• Schedule a new event
• Filters
• Random Locations
• Start Window
• Delete Requests

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Reports 4

• All Audits
• Open & All Mitgations
• Reports
• Deleting Audits

Corrective Actions 12

• The Basics
• Corrective Action Template Creation
• Tasks
• Fields
• User Roles and permissions for Corrective Actions

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Admin > Organization 12

• Departments
• Layers
• Import Locations
• Managing your Organization Tree
• Scopes

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Admin > Settings 5

• Site Settings
• Mitigation Settings
• Site Selector
• Template Types
• Template Type Settings

Ease Add-ons Information 1

• Ease Add-ons Disclaimer

Ease Insights 19

• Ease Insights IT Requirements
• Connect to Ease Insights in Tableau
• Ease Insights Data Schema and Enumerations
• Connect to Beacon Insights in Power BI Desktop
• Connect to Ease Insights in SAS Data Connector

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