Site Audit Screen

Category Name

Displays the name of each category to be evaluated for the site audit.  Clicking the category selects the category opening additional info for the category. When one category is selected in this manner, the previously selected category is de-selected.  Only one category can be selected at a time.  

Photo Count

The number in parenthesis following each category name shows the number of photos attached to the category.

Category Score

This drop-down list allows the auditor to specify a quality rating for the category on a scale of 1 to 10.  The default prior to selecting a score is NA. The individual category audit scores are combined and averaged as a percentage to produce the overall site audit score displayed on the Site Audits Search List screen (Desktop only – not displayed in the Crew Mobile App).

Category Description

For the category that is selected, displays the category description established when the category is defined in Admin. 

Location Icon

This icon is only visible for categories that have associated photos attached. Clicking or touching this icon displays the Property SA Map screen. If location services were enabled when taking the photos, the map will display the individual location of each photo for the selected category.  If location services were not enabled when the photos were taken, then the property location will be shown.

Add Existing Items

Selecting Add Existing Items from the More drop-down displays the Add Existing Items screen allowing you to add existing work orders that are still in the sales process (not won or lost) or open issues to categories within site audits.  

Add Category Tags 

Selecting Add Category Tags from the More drop-down displays the Property Site Audit Notes screen allowing the auditor to select predefined or custom tags specifying conditions that apply to the property related to the selected category.

Add Image

Initiates attaching a photo from the device or by taking a picture.  The photo is added to the currently selected category.

Audit Info Icon 

Only available in the desktop interface.  Clicking the Audit Info icon displays status information about the audit as depicted to the right. Clicking the X in the upper right-hand corner of the status area closes the Audit Info. 

SA Report

Only available in the desktop interface.  Selecting SA Report from the More drop-down generates a PDF report for the site audit as depicted in the section, Printed Site Audit Reports.

Complete

Selecting Complete from the More drop-down will put the Site Audit into complete mode. You are also able to select Uncomplete to put it back into uncomplete mode if needed.