Checklist Report Dashboard

The Checklist Report dashboard provides a detailed overview of audit performance based on checklist items, helping you identify trends and compliance issues across locations and regions. By analyzing key metrics such as scores, pass thresholds, and inspector details, users can make informed decisions to improve audit processes and ensure quality standards are consistently met.

Sections

1. Filters
2. Report by Checklist Item

Filters

• Audit Type – Types of audits set up.
• Audit Completion Date – The range to view audits completed in that time frame. Default is in the last 6 months.
• Area – Areas set up in all Audit Types.
• Checklist Name – Names of all checklists associated with the selected Audit Type.
• Auditor – People who conducted the Audit.
• Location Name - Filter for work performed at selected locations.
• LocationNoteHeader Name - Filter locations by a location note header that you have configured.
• LocationNoteHeader Value - Filter locations by a location note header value that you have configured
• Region – Geographical areas you set up.
• Overall Audit Score – This filter is a slider. Set the range by sliding the circles to the desired score range. Ex: If you only want to see audit scores in the 10^th percentile, slide the left circle until it shows 90.
• Checklist Item Impact - Used to selectively include or exclude items that are Veto or Ignore.
• Source of Completion – Filter to view audits completed via mobile or web (Web includes tablets). Default shows both sources. Note: This data starts from Oct. 2023.
• Pass or Fail – Filter to view only work orders that passed or failed.
• WO Count – Filter for checklist items that have a specified number of associated WOs. For example, you could filter to all failed items that have at least one WO in order to generate a report of follow-up items to check on.
• Company Name - Filter for certain companies in your portfolio.

Report by Checklist Item

This table shows audit attributes, location details, checklist details, audit metrics, and auditor details.

Audit Attributes:

Location Details:

Checklist Details:

Image of columns (Checklist Name, Checklist Item Name, Checklist Item Description, Checklist Item ID)

Audit Metrics

Auditor Details