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Each audit submitted through Service Automation and SC Mobile is listed in Site Planning Manager - Reports. Permissioned users can:

  • drill

    Drill down into each audit to view checklists, checklist items, ratings, media files, comments, work orders, and quantities or costs

    ;

  • download

    Download individual site audit data

    ;

     

    download

  • Download filtered audit data

    ; and

  • Attach related work orders

    .

     

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

    The number of checklist items in each area and checklist that failed the inspection

    ;

  • checklist

    Checklist item ratings that determine whether each item passed or failed inspection

    ;

  • related

    Related photos, videos, and comments to support the item data

    ;

  • related

    Related work orders

    ; and

    , 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)

    .

Note

The Quantities and Dollars columns are hidden by default but can be turned on in the filters.


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title⦿ How to View the Site Audit Report

  1. In the Site Audit Reports list, locate the desired audit line item. You can use filters to help you narrow down the audit list.

  2. On the desired audit, click View. The audit report appears.

Info
titleNote

Should you want to share the audit report to your colleagues, copy its link from the address bar and share to the required person. Only logged-in users can view audit reports.

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:

  • Location (left column). The location number and address, as configured in the Locations module.

  • Auditor (middle column). The person who inspected the site and ran the audit, including contact information, as configured in the Users module.

  • Overall Score (right column). Calculated "Pass" against "Fail" rating values for checklist items within the audit.

  • Download (right column). Click to download an MS Excel version of the audit.

  • Print PDF (right column). Click to generate a printed view of the audit, controlled by your browser settings.

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%.

Image Modified

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.

Image Modified

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 See Site Planning Rating System for  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 Tracking Number 80947909" was logged while this item was being inspected. Click the tracking number to navigate to the work order in Service Automation.

    Note

    Media files uploaded with the work order do not appear in the report. You may either click the tracking number to see the media files related to the work orders or download the XLS file to view the links to the files.


  • Comments entered by the auditor during the inspection are listed next. Comments about the "Master Door" were logged in this example. To view a video attached to the report, as shown below, follow the highlighted instructional text to download the video when it can't be played in the report. 

         Image Modified

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 For this item, either Numeric or Weighted rating system was used. See 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.

Anchor
filter
filter
Filtering

the

Report Data

On When you open a report, the audit displays all items by default under the View All button. At the top of the report page, there are filters that can to help you hone in on organize the most actionable data.

Site Planning Report filtersImage Modified

Use these filters to:

  • view all checklist items or

    Click Show Pass Only to display only those items that have

    either passed or failed the inspection;expand all items to show all comments,

    passed the audit.

  • Click Show Fail Only to include only the items that have failed the audit.

  • Select the Expand All checkbox to show the report with all the photos, videos,

    and

    work orders

    for the entire audit;hide NA checklist items (in other words, hide items

    , and comments displayed.

Info

To display the details of specific items, click the arrow ▶ next to the item you want to expand.

Expanding the section to view the item detailsImage Added

  • Select Hide NA not to show the items that were not rated by the auditor

    );
  • show/hide photos related to the report; and
  • show/hide

    .

  • Select Hide Photos not to display photos and videos.

  • Select Show Quantities to include the Quantities and Dollars columns

     related to an item (these two columns are

    hidden by default

    )

    .

Printing

the

or Saving 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 be printed. For example, when you have expanded all data or hidden photos, exactly what is you see on your screen is exactly what will print be printed or be saved as PDF.

How to Print the Audit Report
Info
titleNote

Before saving or printing your PDF report, decide which data should be displayed in the report, and apply the filters accordingly. For more details, see Filtering Report Data.


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title⦿ How to Print
the Audit Report
a Site Planning Report or Save It as a PDF File

  1. On the desired Site

Audit

  1. Planning report, arrange data to show

exactly

  1. what you want to print or save as a PDF.

  2. Click

 

  1. Print PDF

 

  1. on the top blue bar.

Your device's Attach work orders in the

  1. The print dialog box appears.

  • Either print directly to a printer or save as PDF, as described in your printer settings.

    1. Choose what you want to do next:

      1. (Printing the report) Select the printer, and click Print.

      2. (Saving the report) Select Save as PDF, and click Save.

    The report saved as a PDF file is similar to the report you see on your screen in the Site Planning Reports module.

    Site Planning Report in Service Automation comparing to the PDF reportImage Added

    Work order tracking numbers are clickable links to the corresponding Work Orders List in Service Automation.

    WO number is a clickable linkImage Added

    After you have expanded the section with an attached work order to see it in your PDF report, you can get to the Work Orders List by clicking the tracking number. Note that you should be logged in and have the permission to view work orders.


    Attaching Work Orders in Site Planning Reports

    If a work order is created during the site audit, you can link it in the Site Planning Report.

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    title⦿ How to
    attach work order
    Attach a Work Order in Site Planning Reports
    1. On the desired site audit report, click Attach WO button, the attach WO pop up window displays
    Screen_Shot_2019-01-04_at_11.41.08_AM.jpgImage Removed
    1. .
      Image Added
    2. Type in the relevant work order number, click Attach WO.
      Image Added
    3. The onscreen prompts will tell you if the work order has been successfully attached
    Screen_Shot_2019-01-04_at_11.41.24_AM.jpgImage Removed
    1. .

    After attaching the work order to the desired report, you can view the work order details on the Work Orders page by expanding the checklist items.



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