Do NOT change the names of any column headers or tabs in the template. Doing so will cause validation errors upon upload. Area names, checklist names, and checklist item names must be unique. Areas, checklists, and checklist items must be exactly the same across tabs, so it is best to copy from previous tabs into the mapping tabs.

Download the appropriate Site Audit Template.
Areas tab, Name column. Enter the desired areas, starting on row 2. Once all areas are entered, copy them and paste into the Area column of the Assign CL to Area tab.
Checklists (CL) tab, Name column. Enter the desired rooms or spaces, starting on row 2. Once all checklists are entered, copy them and paste into the Checklist column of the Assign CL to Area tab and into the Checklist column of the Assign CLI to CL tab.
Checklist Items (CI) tab, Short Description column. Enter the desired items to check while conducting an audit. Once all checklist items are entered, copy them and paste into the Checklist Item column of the Assign CLI to CL tab.
(Optional) Checklist Items (CI) tab, Detailed Description column. Enter brief instructions as guidance on what an auditor should look for while inspecting the checklist item.
Assign CL to Area tab. Align each area to one appropriate checklist, and then fill in the appropriate areas for the remaining checklists. You may then sort the list so that all areas are together.
The process of assigning checklists to areas in the site audit template
Assign CLI to CL tab:
- Checklists and Checklist Item columns. Align each checklist to one appropriate checklist item, and then fill in the appropriate checklists for the remaining checklist items. You may then sort the list so that all checklists are together.
- Rating System: Enter a rating system for each checklist item: PF, Numeric, Weighted, or Percentage.
- Pass Threshold: For the Numeric, Weighted, and Percentage rating systems, specify the minimum value that is sufficient to pass the audit. Depending on the rating system, the threshold value is either a number or a percentage.
- Range: This parameter is required when the Numeric rating system is assigned. Provide a range of values separated by commas that the auditor will see when evaluating the item condition.
- Good, Fair, and Failed: For items with the Weighted rating system selected, enter numeric values that should be assigned to each of these options.
- (Optional) CI Impact column. Enter an impact for required checklist items, either Veto or Ignore.
Save the template as either an XLS or XLSX file. You will then upload this template to Site Planning Manager - Admin.

It is recommended to save the file using the same name as for the audit type for better template management. For example, for the Loss Prevention audit type, name the file Loss Prevention.xls.

You must save the template as either an XLS or XLSX file. Site Planning Manager cannot accept any other file type, including CSV files.

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