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.
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:
- On the Site Audit page tap New Audit +. The list of Locations appear.
- Locate and tap the desired Location. The list of available Audit Types appear.
- Tap the desired Audit Type. The Audit will appear listing the Area(s) and Checklist(s) to inspect.
From here, you may begin conducting your audit.
In SC Mobile are three pages to assist you with conducting your audit:
|Area/Checklist list page||
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
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:
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).
Tapping the blue arrow next to a Checklist Item will take you to an Audit page where you have more inspection options.