About Site Audit Setup

    Site Audit is an add-on module within Service Automation that allows you to audit, or inspect, active locations and related assets. By using Site Audit, you may:

    • Spend less time conducting audits which may help you with informed budget planning based on easily accessible data;
    • Easily identify cross-audit trends such as within a region, brand, or state; or persistent issues within one location;
    • Reduce audit duration by approximately 15%;
    • Allow location staff to perform audits, thus reducing field team costs;
    • Get actionable data through Analytics to help you make smarter and faster decisions on your locations.

    The Components of Site Audit

    Site Audit is comprised of three components:

    • Site Audit Setup: Set up your audits in the Admin module, including checklists and ratings. Users with the Site Audit Setup role can access Site Audit Setup.
    • Audits: Run your audits in the SC Mobile smartphone app, along with taking pictures, entering work orders during audits, and capturing quantities and costs of assets. Users with SC Mobile access and with the Site Audit Auditor role can access Audits. See Site Audit in SC Mobile for more information.
    • Site Audits: View audit data, overall scores, and work orders that arise from each audit. Users with the Site Audit Reporter role can access the Report. See About Site Audits for more information.
    Note: Consider allowing a handful of facility operators having access to all three components, for testing and troubleshooting purposes.

    How to access Site Audit Setup:

    Note: Site Audit is an add-on module. Contact your ServiceChannel account representative should you not see Site Audit listed in your options.
    1. On the top navigation bar, click more… > Admin.
    2. In the submenu, click Site Audit Setup. The Site Audit Setup page appears, listing all Active Audit Types.

    Site Audit Setup

    Navigating the Audit Types Tabs

    There are three tabs in Site Audit Setup:

    • Active Audit Types: The list of all Audits available in SC Mobile for Auditors.
    • Audit Upload History: The audit trail of all uploaded Audits, grouped by Audit Type.

    Active and Inactive Audit Type Tabs

    Site Audit Setup: Active and Inactive Type Tabs

    The following table describes information found in both Active and Inactive Audit Types tabs:

    Column

    Description

    Audit Type

    The name of the Audit (such as “Loss Prevention”, “FM Quarterly”, or “Branding”. This name will also appear for the Auditor in SC Mobile. See Uploading the Site Audit Template and Adding the Audit Type” for more information.

    File Name

    The name of the Site Audit Excel Template uploaded to the Audit Type.

    Last Upload By

    The last person to upload or update the Audit Type, described by their system User ID.

    Last Upload Date

    The date the Last Uploaded By user updated the Audit Type.

    Actions (for Active Audit Types)

    • Edit: Used to upload a modified Site Audit Template.
    • Download: Downloads a copy of that Audit Type's template to your device.
    • Inactivate: Removes the Audit Type Moves 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: Downloads a copy of that Audit Type's template to your device.
    • Activate: Adds the Audit Type Moves to the list of available audits in SC Mobile. The Audit Type moves to the Active Audit Types tab.

    Audit Upload History Tab

    The Audit Upload History tab is relatively the same as the Active Audit Tab, with a few exceptions:

    Site Audit Setup: Audit Upload History Tab

    • Every Site Audit Excel Template is listed under the Audit Upload History tab at the time of upload.
    • Audit Types are grouped together and listed by date of upload. In the image above, notice the two audits listed under the “Branding Audit” Audit Type, as well as the dates for each audit.
      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 “Safety” Audit Type.
    • The only action you may take is to Download the associated Audit Type Excel spreadsheet.