Page Comparison

Image Removed

Edit completed and open audits in Site Planning Reports in Service Automation. Whether you audited the location on SC mobile or in Service Automation, the report can be edited in either platform. See Editing an Audit in SC Mobile on how to edit audits in SC mobile.

Image Added

Note

title	Changes

Once a report has been changed, you cannot undo and go to a previous version of the report nor can you track historical changes. Keep this in mind as you make edits and submit.

Warning

title	Multiple Auditors

Please be aware that multiple users can be in the same audit at the same time. Whoever finishes first, their audit choices will be saved and other audit choices will disappear.

Image Added

tip <replace this text>

Section

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to

Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.

Edit a Site Audit

Click Edit on the report you wish to complete or update.
Rate or update the checklist items.

Click Submit to enter changes permanently.

Note

title	Incomplete

If you submit a report that is incomplete, you will receive a pop up window warning you to complete your audit before submitting or save as a draft. Clicking Cancel in this window will bring you back to your audit. Clicking Save as Draft will save the audit and bring you back to the Site Planning Manager - Reports page.Image Added

or

Click Save & Close to save a draft of the audit, but not submit.
Or
Click Cancel if you do not wish to make any changes. The audit will not save any changes and will remain in the state it was before you opened it up to edit.

Image Added

Note
If you do not see the Edit button, contact your ServiceChannel administrator to ensure you have Site Audit Editor enabled.

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search our Knowledge Base
type	page

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Image RemovedImage Added

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label = "label" and space = currentSpace ( )

...

Versions Compared

Old Version 1

New Version Current

Key

Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.