Page Comparison

Starting a new audit before completing the current audit will delete all data from the current audit, even when you are auditing separate locations. Be sure to complete and upload or save your current audit before starting a new one.

1. On the Areas and Checklists page of the Audits section, locate and tap the checklist corresponding to the place that you wish to inspect. The Checklist Items page appears.

   Note: Should a checklist not be available, you may add one to the list.

2. Locate the appropriate checklist item corresponding to the item that you wish to audit.
3. Tap the blue dots to the left of a checklist item to cycle through and select the appropriate rating or mark the item as N/A.
4. (Optional) Tap the blue arrow to the right of a checklist item to navigate to the Audit page.
   • Tap Instructions for guidance on how to inspect and rate the item.
   • Tap the controls on the Ratings bar to modify the rating or mark the item as N/A.
   • Add a comment, attachment, work order, or quantity. See instructions below.
   • Tap the back arrow in the upper-left corner of the screen to go back to the Checklist Items page.
5. Repeat steps 2–4 to rate all items, and then tap the back arrow to go to the Areas and Checklists page.
6. Complete all checklists following the instructions above.
7. (Optional) Select Send Audit To should you need to send the audit results by email. Tap the text field, edit the list of email addresses, and then tap Save.
8. Tap Upload on the top of the screen. All checklist items will upload into the system, including comments, photos, videos, work orders, and quantities.

1. On the Audit page of the desired checklist item, tap Add Comments.
2. Provide a descriptive note discussing your rating or notes for future audits.
3. (Optional) Tap Add Attachment to take a photo or video. You can also choose an existing photo or video from your device's media files library.
4. Next to Show in Next Audit?, tap the toggle to Yes if you want to keep this comment for future audits. If you want this comment to appear only for the current audit, tap the toggle to No.

   

   Info
   When you enter a comment and turn this feature on, your comment will be visible to other auditors.

   
   

5. Tap Proceed. The comment is added to the checklist item.

1. On the Audit page of the desired checklist item, tap Add Attachments.
2. Take a photo or video. You can also choose an existing photo or video from your device's media files library.
3. (Optional) In the text field, enter a comment about the attachment.
4. Next to Show in Next Audit?, tap the toggle to Yes to have the attachment appear to inspectors during future audits. If you want the attachment to appear only for the current audit, tap the toggle to No.

   

5. Tap Proceed. The attachment is added to the checklist item.

1. On the Audit page of the desired checklist item, tap Add WO.
2. Select the appropriate area, problem type, asset type, problem code, and then tap Next.
3. Enter the problem description, and then tap Next.
4. (Optional) Enter answers to the troubleshooting questions, and then tap Next.
5. (Optional) Tap Add Attachment to include a photo or video that will be sent to the service provider.
6. Review your name, phone number, and problem description, and then tap Next. The Confirm WO Information page appears.
7. Review the listed information. Should you have the edit rights, you will see pencils so that you may change the Description, Category, Priority, NTE, Scheduled Date, Provider, and/or Weather Type, where needed.

   

8. Tap Save This WO. The work order is saved to your audit, but it will not dispatch until you upload your audit.

1. On the Audit page of the desired checklist item, tap Add Quantity.
2. To specify the quantity of the item, enter a number in the text field. To enter the cost in dollars, tap Dollars and enter the dollar amount or cost.

   

3. Tap Save. The Add Quantity button changes to Update Quantity button should you need to modify or remove the data.

On the Areas and Checklists page, any list that has a number next to it indicates the number of checklist items that are not rated. On the Checklist Items page, any item with 3 dots next to the item indicates an unrated item.

When uploading an audit, all ratings, attachments, comments, work orders, and quantities are sent to Site Planning Manager - Reports in Service Automation for reporting purposes.

At the conclusion of your audit, whether you have finished or not, you have three options to exit the audit.

1. Tap Upload to submit a completed report. Upload Completed with audit details will pop-up upon successful submission.
   
2. Tap Upload to save as a draft and complete later. Tap Upload and you will see a pop-up window prompting you to choose Save as Draft - which will save and exit out of the report-- or tap cancel to continue working on the report.
   
3. Tap the back arrows until you see this pop up to exit the report and discard; ex: You realized this was the wrong report type and do not wish to keep this report.
   
   
   1. Tap Save as Draft which will save and exit out of the report.
   2. Tap Discard to delete the audit and all input data.
   3. Tap Keep Editing to continue working on the report.
      
      

Large Uploads

While an audit is uploading, you can continue working in the ServiceChannel app. The Open or Completed audit will upload in the background. 

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