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Now you can seamlessly conduct your Site Audits in Service Automation on a tablet or computer. In Site Planning Reports, there is a new button + Create Reports on the main Site Planning Reports page that will lead you to the Site Audit form to conduct your audit. The audits are the same audits like you've been doing for years now in SC mobile, only here you can see the entirety of your site audit on one page, modify your checklists, and bulk rate checklist items.
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If you do not see the + Create Report button, contact your ServiceChannel administrator to check your user permissions. |
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There can be up to 10 open same type audits for the same location at a time. |
Starting a Site Audit in Service Automation
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Navigating the Site Audit Report
There are 4 sections to the Site Audit Report in Service Automation.
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The Checklist Panel gives you an overview of your Site Plan and can help you quickly navigate through your Site Report. In the Checklist Panel, you can do four things:
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Navigate Quickly through Audit Details PanelWhen you click on a checklist item in the Checklist Panel, you are brought to that checklist item card so you can rate it. This is a huge time saver when you have an extensive audit list. |
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Audit Details PanelEach checklist item will have its own card that will display the description of what to audit and the specific rating system. For each item, you can:
For an item to be considered audited, you minimally have to give a rating. |
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Submitting Your ReportAt the conclusion of your audit, whether you have finished or not, you have three options to exit the audit.
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Editing an Audit
If you need to return to either a completed or incompleted audit to change something, you are able to do this in both Service Automation - Editing Site Audits and ServiceChannel Mobile - Editing an Audit.
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