Versions Compared

Old Version 20

changes.mady.by.user Anastasiya Dashuk

Saved on

compared with

New Version Current

changes.mady.by.user Caroline Antoun

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Once the Site Audit Template is complete, upload it as an audit type. In Site Planning Manager - Admin, you may see a list of existing audit types already configured for your organization.

Info

First-time Site Planning Manager users will see a blank page.


When choosing to name an audit type, we recommend a descriptive name that your auditors can easily identify. The audit type name configured in Site Planning Manager - Admin is the exact name that will appear in SC Mobile for your auditors as well as the name that will appear and in Site Planning Manager - Reports where your auditor will complete the reports.

Image ModifiedHow to Add an Audit Type

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add an Audit Type


Note

Once you save an audit type, its name cannot be changed. Also, once an audit type is added, it cannot be deleted, only inactivated.

  1. In Site Planning Manager - Admin, click Add New Audit Type at the top of the table. The Add New Audit Type modal appears.
  2. In the Name field, enter an audit type name.
  3. Click Browse, select your Site Audit Excel Template, and confirm your choice.
  4. Click Save. The Upload Template Summary section appears indicating whether your template passed or failed validation.
  5. If the import is successful, click Close. The new audit type appears under the Active Audit Types tab.
    If the import fails, open your Site Audit Template, fix the errors, and upload the template again.
Tip

The report in the Upload Template Summary section indicates the exact sheets, rows, and columns where errors exist, so keep the report open while you review each line item listed against the template.



Section

Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch Our Knowledge Base
typepage
labelsfm


Panel
titleColorwhite
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "admin" , "audit" , "siteplanning" ) and space = currentSpace ( )