Site Planning Manager - Admin

Owned by Jing Tong (Unlicensed)
Last updated: Jul 28, 2020 by Anastasiya Dashuk (Unlicensed)
2 min read

Site Planning Manager - Admin is one of the components of Site Planning Manager. It allows you to set up your audits, including areas, checklists, checklist items, and rating system. 

Users with the Site Audit Setup role can access Site Planning Manager - Admin.

There are three sections in Site Planning Manager - Admin:

  • Active Audit Types: the list of audits available in SC Mobile for auditors.
  • Inactive Audit Types: the list of deactivated audits that are not available in SC Mobile. Inactive audit types can be reactivated at a later date.
  • Audit Upload History: the audit trail of all uploaded audits, grouped by audit type.

Active and Inactive Audit Types Tabs

Tab displaying active audit types

The following table describes information found on both Active and Inactive Audit Types tabs.

Column

Description

Audit Type

The name of the audit, for example, Loss Prevention, FM Quarterly, or Standard Audit. This name also appears for auditors in SC Mobile. See Adding the Audit Type and Uploading the Site Audit Template for more information.

File Name

The name of the template uploaded for that audit type.

Last Upload By

The last person to add an audit type or update the audit template, described by their system User ID.

Last Upload Date

The date the audit type was added, or the audit template was updated.

Actions for active audit types

  • Edit. Upload a modified site audit template.
  • Download. Save a copy of this audit type's template to your device.
  • Inactivate. Remove this audit type from the list of available audits in SC Mobile. The audit type moves to the Inactive Audit Types tab.

Actions for inactive audit types

  • Download. Save a copy of this audit type's template to your device.
  • Activate. Add this audit type to the list of available audits in SC Mobile. The audit type moves to the Active Audit Types tab.

Audit Upload History

Audit upload history

The Audit Upload History table is the second table on the Admin - Site Audit page and is relatively the same as the Active Audit Types tab, with a few exceptions:

  • Every site audit template is listed in the Audit Upload History table at the time of upload.
  • Audit types are grouped and listed by date of upload. In the image above, notice the three audit templates listed under the Loss Prevention (Inactive) audit type, as well as the upload dates for each file.

    Note: For longer history lists, be mindful of this grouping with paginated lists.

  • Inactive audits are noted in the history, as depicted above with the Loss Prevention audit type.
  • The only action you may take is to download the associated audit type template.

Formatting Alert: UTF-8 Format Required
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.


 Windows Specific

Windows Specific

Open file in Notepad

Choose Save As

There are three items to update in the Save dialog that comes up.

Save as type: change this to All FilesFile

Name: name your file and add the .csv extension to it - e.g.: myupdates.csv

Encoding: click on the dropdown and choose UTF-8

Save!

 MAC Specific


Mac Specific

  1. Open file in Number
  2. Hover over Export

  3. In the submenu that appears, choose CSV
  4. Click on Advanced Options to show the Text Encoding dropdown
  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next Export!




 Google Sheets Specific

Google Sheets

  1. Click File
  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer


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