How to set up an Inspections/Audit Template

Also please see:

How to conduct an audit through the SiteConnect Mobile App

 

Please watch the following two videos on how to set up Inspections/Audits in the SiteConnect Web Portal.


We recommend watching this video first so you can add your Questions and then assign these Questions to your Inspection/Audit Templates straight away:

 

Creating Inspection/Audit Questions

Creating Inspection Audit Questions Draft 1

Now watch this next video that discusses creating the Templates themselves:

 

How to create Inspection/Audit Templates

How to create Inspection Audit Templates

If you need more assistance then please keep on reading...

 

Creating a Inspection/Audit Template

 

Go to the Templates menu and click on the Inspection/Audit Templates tab.

 

Aiudit templates side menu

 

Then click on Add Inspection/Audit Template.

 

Inspection Audit template add

 

Enter the name of the template in the box that appears:

 

Add template name

 

Then add Questions by clicking the black Questions box.

 

We recommend using numbers for your sections or the alphabet, i.e. 1. PPE or A. PPE as this will sort them in the order you want them in otherwise the sections will be sorted alphabetically.

 

You can select from any of the Inspection/Audit Question templates from your account by ticking them and clicking Select on the top right hand corner.

 

Inspection questions rpreexisting

 

Once you have selected all of your questions click Save and this will be added to your Templates menu.

 

Save Audit

 

Test audit in templates

 

To view your Template click on View.

 

View Audit

 

 

Which will list the Template name and the Questions in your Inspection/Audit Template.

 

Audit contents

 

Once your template is created your team members/contractors will be able to carry out the Audit from their Mobile App

Creating questions for your Inspection/Audit Templates

 

If you are wanting to add a question from scratch then you will need to go to the Inspection/Audit Questions menu on the left hand side.

 

Inspection questions side menu

 

Then click Add Question on the top of the screen.

 

Add Question

 

You will need to add the Question itself and the Section it relates to n the box that appears.

 

Question and section

 

Once you have created all your questions click on the Section arrow to sort them in order and review them.

 

This question will then appear in your Inspection/Audits Templates creator when you go to add your questions.

 

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 748 763