At any time you may manage audit types. This may occur, for example, when specific areas, checklists, or checklist items were either added to or removed from your locations; after field auditors gave feedback on a dispatched audit checklist; or when you no longer need the audit type. You may:
- edit an existing Audit Type through the Site Audit Excel Template; or
- inactivate or reactivate an audit type through Site Audit Setup.
While editing an Audit Type you may want to remove an Area, Checklist, and/or Checklist Item. Note that removed Checklist Items will no longer appear in SC Mobile; however, this will have no impact on any audit data previously submitted.
Site Audit Setup keeps all templates previously uploaded for each audit type, in case you need to review or revert to an earlier version.
Note: You can only edit active Audit Types, or rather, those listed under the Active Audit Types tab in Site Audit Setup. Inactive Audit Types cannot be updated; you must first reactivate the audit type before editing.
Reminders while editing the Template:
- Do not change any column headers or tabs.
- Areas and Checklists must have unique Names.
- Checklist Items must have unique Short Descriptions.
- When Assigning Checklist to Areas and Assigning Checklist Items to Checklists, data and mappings must match exactly.
Review Building a Site Audit using an Excel Template for in-depth details.
How to Edit an Existing Audit Type
- Under the Active Audit Types tab In Site Audit Setup, locate the desired audit.
- Under the Actions column, click Download. The latest Excel Template that was uploaded into Site Audit Setup will download onto your device. Locate and open the template.
Note: Should you want to use an earlier version of the template, locate it under the Audit Upload History tab.
- Add, edit or remove Areas, Checklists or Checklist Items, as desired.
- Review and edit all mappings on both the Assign Checklists (CL) to Area and Assign CLI to CL tabs, as needed.
- Save the template in Excel format (.XLS or .XLSX).
- In Site Audit Setup, click Edit next to the appropriate Audit Type.
Important: Make sure you are uploading the file on the correct Audit Type line item, so not to overwrite another Audit Type.
- Browse and select the template from your device, and then click Save. The Upload Template Summary appears indicating whether your Template passed or failed validation:
- Import Successful: Click Close. The Audit Type updates the line item with your User ID and the date/time of the upload.
- Import Failed: The validation errors will indicate the exact sheets, rows, and columns where error(s) exist.
- Make note of these validation errors.
- Return to the Site Audit Excel Template to fix the noted errors.
- In the modal, click Browse and then select the template to upload again.
Tip: You may find it helpful to click and drag your mouse over the validation text to copy the error codes, and then paste into a separate text file, so you can have the error codes in front of you as you edit the Template.
At any time you may either inactivate an active audit type or reactivate an inactive audit type. This is useful when you want to stop any further audits from being conducted with that list, either temporarily (until you upload an updated configuration) or permanently. Note that:
- Inactivating/Reactivating audit types is immediately reflected in the SC Mobile app. Instantly, an inactivated audit type will disappear from the SC Mobile list, while an activated one will appear.
- Inactivated audit types will not affect open audits. When an auditor chooses an audit type in SC Mobile that particular audit is considered ‘open.’ Audit data can still be uploaded to the system after you have inactivated that audit type. However, should an auditor cancel that open audit, (s)he will not be able to launch a new audit with that audit type because it will no longer appear in SC Mobile.
- Audit types cannot be deleted. Should you wish to no longer use an audit type, you can only inactive it. You cannot delete audit types, even if no audits were uploaded using that audit type.
How to Inactivate an Audit Type
- On the Active Audit Types tab, locate the desired audit type.
- Under the Actions column to the right of the selected audit type, click Inactivate. The audit type will disappear from the list and a green confirmation box appears. The audit type is now listed under the Inactive Audit Types tab.
How to Reactivate an Audit Type
- On the Inactive Audit Types tab, locate the desired audit type.
- Under the Actions column to the right of the selected audit type, click Activate. The audit type will disappear from the list and a green confirmation box appears. The audit type is now listed under the Active Audit Types tab.