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Site Planning Manager - Admin is one of the components of Site Planning Manager. It allows you to set up your audits, including areas, checklists, checklist items, and rating system.
There are three sections in Site Planning Manager - Admin:
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Column | Description |
Audit Type | The name of the audit, for example, Loss Prevention, FM Quarterly, or Standard Audit. This name also appears for auditors in SC Mobile. See Adding the Audit Type and Uploading the Site Audit Template for more information. |
File Name | The name of the template uploaded for that audit type. |
Last Upload By | The last person to add an audit type or update the audit template, described by their system User ID. |
Last Upload Date | The date the audit type was added, or the audit template was updated. |
Actions for active audit types |
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Actions for inactive audit types |
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Anchor SitePlanning-AuditUploadHistory SitePlanning-AuditUploadHistory
Audit Upload History
SitePlanning-AuditUploadHistory | |
SitePlanning-AuditUploadHistory |
The Audit Upload History table is the second table on the Admin - Site Audit page and is relatively the same as the Active Audit Types tab, with a few exceptions:
- Every site audit template is listed in the Audit Upload History table at the time of upload.
- Audit types are grouped and listed by date of upload. In the image above, notice the three audit templates listed under the Loss Prevention (Inactive) audit type, as well as the upload dates for each file.
Note: For longer history lists, be mindful of this grouping with paginated lists.
- Inactive audits are noted in the history, as depicted above with the Loss Prevention audit type.
- The only action you may take is to download the associated audit type template.
Next, learn to build a site audit, add the site audit type, manage the existing audit type, configure an email list for site audit reports, conduct a site audit and view site audit reports.
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