- On the desired Site Audit report, arrange data to show exactly what you want to print or save as PDF.
- Click Print PDF on the top blue bar. Your device's print dialog box appears.
- Either print directly to a printer or save as PDF, as described in your printer settings.
Each audit submitted through SC Mobile is listed in Site Planning Manager - Reports. Permissioned users can:
- drill down into each audit to view checklists, checklist items, ratings, media files, comments, work orders, and quantities or costs;
- download individual site audit data; and
- download filtered audit data.
Individual audit data, as submitted by an auditor, capture actionable information about the location. The data are grouped by area, then checklist, then checklist items. Drill down to view:
- the number of checklist items in each area and checklist that failed the inspection;
- checklist item ratings that determine whether each item passed or failed inspection;
- related photos, videos, and comments to support the item data;
- related work orders; and
- total quantities and dollar costs of checklist items indicated at the location during an audit (or the total of the related cost of a checklist item).
Info title Note The Quantities and Dollars columns are hidden by default but can be turned on in the filters.
How to View the Site Audit Report
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On the top of the page, you can see the audit number, the date the auditor submitted the audit, and the audit type used for the audit. In the bright blue bar, you can view the following:
Click the triangles to the left of each area, checklist, and checklist item to show or hide the data. You can also view the audit data using filters to hone in on specific details. See Drilling Down into the Site Audit Report, below, for more information on reading audit data. When you finish reviewing the audit results, click Close in the upper-right corner of the page to return to the Site Audit Reports list. |
Drilling Down into the Site Audit Report
The Site Audit Report consists of the following sections:
- Area. The example is BOH.
- Checklist. The example is Bathroom.
- Checklist items. The examples are Doors, Exhaust Vent, and Floors.
Let's discuss how to read each line item.
Area
Area BOH has 3 checklist items that failed the inspection, out of 21 items. There are 16 photos and videos, 4 work orders, 12 comments, and 15 quantities associated with the BOH Area. The area score is 1%.
Checklist
Checklist Bathroom has 1 checklist item that has failed the inspection, out of 13 items. There is 1 photo or video, 1 work order, 2 comments, and 3 quantities associated with the Bathroom checklist.
Checklist Items
Checklist Item Doors is highlighted in pink as an item that has failed the inspection. The red X indicates that the Pass/Fail rating system was used. See Site Planning Rating System for more information. There is 1 photo, 1 work order, 1 comment, and 2 quantities associated with the Doors checklist item.
When you expand these items, you will see more audit data:
- Instructions to the auditor, as configured in Site Planning Manager - Admin, are listed first under the checklist item. In this example, "Hinges OK, no noise, closes properly and completely" is the instruction.
- Work orders associated with the item are listed next. Full details (Area/Problem Type/Asset Type/Problem Code/Description) are listed, along with the tracking number, status, scheduled date, and priority. In this example, "Tracking Number 80947909" was logged while this item was being inspected. Click the tracking number to navigate to the work order in Service Automation.
Info title Note - Comments entered by the auditor during the inspection are listed next. Comments about the "Master Door" were logged in this example.
Checklist item Exhaust Vent is not highlighted in red, which indicates it has passed the inspection. Again, the Pass/Fail rating system was used, but this time the green check mark indicates a passing rating. There are no media files, work orders, comments, or quantities associated with this item.
Checklist item Floors has also passed the inspection. However, there is a 3 in the ratings box, which indicates that the numeric rating system was used. See Site Planning Rating System for more information. There is only 1 comment associated with this item.
Veto checklist items, which are marked with a warning sign, have the highest impact on the audit score. When at least one of the Veto checklist items is marked as Fail, the total score of the audit drops to 1%. However, when the same item gets Pass, it is counted as a regular checklist item. The checklist item Doors is a Veto item.
Ignore checklist items, which are marked with a semi-filled circle, are ignored when the audit score is calculated. The checklist item Floors is an Ignore item.
Filtering the Report Data
On the top of the report page, there are filters that can help you hone in on the most actionable data.
Use these filters to:
- view all checklist items or only those items that have either passed or failed the inspection;
- expand all items to show all comments, photos, videos, and work orders for the entire audit;
- hide NA checklist items (in other words, hide items that were not rated by the auditor);
- show/hide photos related to the report; and
- show/hide the Quantities and Dollars columns related to an item (these two columns are hidden by default).
Printing the Report Data
You may print the report data or save it as a PDF file using printing capabilities of your browser. Note that only the data that appears on the screen will print — for example, when you have expanded all data or hidden photos, exactly what is on your screen is exactly what will print or be saved as PDF.
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