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 will have pre-configured Areas and Checklists setup by your Site Audit configurator. During the course of 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.

    Note: Should you not see a list of Audit Types (such as the example illustrated), speak with your Site Audit configurator of ServiceChannel system administrator.

    Audit Types List in SC Mobile

    You may only start one new 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 Audit page tap New Audit +. The list of Locations appear.
    2. Locate and tap the desired Location. The list of available Audit Types appear.
    3. Tap the desired Audit Type. The Audit will appear listing the Area(s) and Checklist(s) to inspect.

    Checklist List Page

    From here, you may begin conducting your audit.

    Details of an Audit

    In SC Mobile are three pages to assist you with conducting your audit:

    Page Description
    Area/Checklist list page

    Area Checklist List Details

    Lists each Area and corresponding Checklists. 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.

    When you complete your audit you may upload it to Service Automation. While uploading an audit SC Mobile will read the Checklists to determine if all items were rated. When all items are not rated, the system will prompt you to rate all items.

    Checklist Items list page
    Checklists: Rating Details SCMobile-Audits-NewAudit-CLIList-RatingDetails.png

    To the left of each Checklist Item are 3 blue dots (as depicted by “Lighting”, “Mirror”, and “Sink”). These dots indicate that the item has not been rated. Tap the blue dots to activate and cycle through the Rating System.

    Depending on configuration you may see the following ratings:

    • Pass/Fail: a blue check means the item has passed your inspection, while a red X indicates it has not. In the image on the left “Doors” and “Exhaust Vent” are items that use the Pass/Fail 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 the item has passed inspection, while ratings of 2 and 1 (red numbers) indicate it has failed. In the image on the left “Floors” and “Hand Dryers” are items that use the Numeric system.
    • NA: Use NA to note that you are not rating that Checklist Item. Some situations to use NA are when the item is not available or is being repaired at the time of your audit. In the image on the left “HVAC” is an item that was rated as NA.

    To the right of some Checklist Items you may see a blue “i” (as highlighted in the image). This indicates that Instructions were configured with this item that may guide you towards auditing the item correctly. Instructions are listed on the Audit page (see below).

    Audit page

    Audit Details

    Tapping the blue arrow next to a Checklist Item will take you to an Audit page where you have more inspection options.

    • Rating System: on the top you will see the three dots (no rating), either Pass/Fail or Numeric rating controls, or NA.
    • Instructions (where available): Tap this area to display further inspection guidance, as setup by your Site Audit configurator
      Audit Instructions
    • 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 Mar 13. In this area, you will also see comments and photos 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 to support your comments and rating.
    • Add Photos: Either take a photo or choose an existing photo from your device to support your ratings.
    • Add WO: When you see an issue, you can enter a work order to the item. This is handy so 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 quantity dollars of an item (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 Quantities or Dollars/Costs