Starting a New Audit and Viewing the Details of the Audit Pages

    At the start of an audit, you want to ensure you have the right location, audit type, and checklists. When starting a new audit, you have pre-configured areas and checklists that are set up by your Site Planning Manager configurator. During the audit, you may modify the checklists and checklist items available.

    You may start a new audit in SC Mobile at any time as long as at least one audit type and one location are configured and available in the app. You may start only one audit at a time across all locations. For example, you cannot start an audit at Location 001 and then go to Location 002 to conduct another new audit. You will have to either upload or cancel the current audit before you can start a new audit.

    How to Start a New Audit

    1. On the Site Audits page, tap New Audit +. The list of locations appears.
    2. Locate and tap the desired location. The list of available audit types appears.

      Note: Should you not see a list of audit types, speak with your ServiceChannel system administrator.

    3. Tap the desired audit type. The audit appears listing the areas and checklists to inspect.

    Areas and Checklists Page

    From here, you may begin conducting an audit.

    Details of an Audit

    Site Planning Manager has three main pages to assist you with conducting an audit.



    Areas and Checklists page

    Areas and Checklists Page

    Lists each area and corresponding checklists.

    Number of checklist items. To the left of each checklist is a number that reflects the number of checklist items to audit. As you rate each item, this list will count down to zero.

    Upload. When you complete your audit, you may upload it to Service Automation. While uploading an audit, SC Mobile reads the checklists to determine if all items are rated. When all items are not rated, the system prompts you to rate all items.

    Send Audit To. You can also send your audit to the specified email addresses. Some locations and audit types may have a pre-configured email list, but you can also add additional emails.

    Checklist Items page

    Checklist Items Page

    Lists all checklist items within the current checklist.

    Note: To go to the Checklist Items page, tap the desired checklist

    Rating. To the left of each checklist item are 3 blue dots. These dots indicate that the item has not been rated. In the image on the left, Hand Dryer, Lighting, Mirror, and Sink have not been rated. Tap the blue dots to activate and cycle through the rating system.

    Depending on the configuration, you may see the following ratings:

    • Pass/Fail. A blue check means that the item has passed your inspection, while a red X indicates that it has not. In the image on the left, Soap Dispenser, Toilet Paper Dispenser, and Wall Tile are items that use the Pass/Fail rating system.
    • Numeric (1-5). 5 is the best score in this rating system. Cycle through the numbers to land at the appropriate rating. Ratings of 5, 4, and 3 (blue numbers) indicate that the item has passed inspection, while ratings of 2 and 1 (red numbers) indicate that it has failed. In the image on the left, Floors, Toilet, and Urinal are items that use the numeric system.
    • N/A. Use N/A to note that you are not rating that checklist item. Some situations to use N/A are when the item is not available or is being repaired at the time of your audit. In the image on the left, Air Conditioner is an item that is marked as N/A.

    Checklist item impact. Some checklist items may have different importance. A warning sign means this is a Veto item that has the highest impact on the audit score. A semi-filled circle marks an Ignore item that is ignored when the audit score is calculated. In the image on the left, Toilet and Urinal are Veto items, while Air Conditioner is an Ignore item. See Checklist Item Impact for more details.

    Instructions. To the right of some checklist items, you may see a blue "i". This indicates that this item contains instructions that may guide you towards auditing the item correctly. Instructions are listed on the Audit page.

    Audit page

    Audit Page

    Contains the rating, instructions, previous audit data, and other inspection options.

    Note: To go to the Audit page, tap the blue arrow next to the desired checklist item.

    Rating system. On the top, you can see the three dots (no rating), check and X for the Pass/Fail rating system or 1-5 for the numeric system, and the N/A option.

    Instructions (where available). Tap this area to display further inspection guidance, as set up by your Site Planning Manager configurator.

    Audit Instruction

    Current and past ratings. The middle of the page lists all audits of this item and how it was rated in the past (when applicable). In this depiction, this item was rated Pass on May 17. In this area, you can also see comments and media files from the last audit when the last auditor turns on the feature to do so.

    Add Comments. For each necessary item, you can note your findings. You can also indicate if you want to see your note when you conduct the next audit. You can also add a photo or video to support your comments and ratings.

    Add Attachments. Either take a photo/video or choose an existing photo/video from your device to support your rating. You can also record a video, but its duration should not exceed 15 seconds.

    Add WO. When you see an issue, you can enter a work order to the item. This is handy as there is a record of work orders associated with items during audits.

    Add Quantity. Indicate either how many items you are inspecting (such as 8 tables) or the cost in dollars (such as a $500 lighting fixture or $250 to replace an item). You and your organization can determine how to use Quantity and Dollars that works best for your needs.

    Adding Quantity