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Each audit submitted through Service Automation and SC Mobile is listed in Site Planning 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:

• theThe 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;

• relatedRelated photos, videos, and comments to support the item data;

• relatedRelated 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).

Drilling Down into 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%.

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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.

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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 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. 

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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. For this item, either Numeric or Weighted 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.

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Filtering Report Data

When you open a report, the audit displays all items by default under the View All button. At the top of the report page, are filters to help you organize the data.

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• Click Show Pass Only to display only those items that have 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, work orders, and comments displayed.

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

• Select Hide Photos not to display photos and videos.

• Select Show Quantities to include the Quantities and Dollars columns hidden by default.

Printing or Saving Report Data

You may print the report data or save it as a PDF file. 
Note that only the data that appears on the screen will be printed. For example, when you have expanded all data or hidden photos, what you see on your screen is exactly what will be printed or saved as PDF.

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

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

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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.