Site Audit Category Screen

Updated on 15 Dec 2022

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The Site Audit Category screen is displayed from the Site Audit Categories Search List screen when you click the New Site Audit Category icon or click an existing site audit item from the list to view or edit. It allows you to edit existing and create new site audit categories.

The following table describes the available screen elements:

Screen Element	Description
Screen Title	When you are creating a new site audit category, the screen title displays New. If they are editing an existing site audit category, the name of the site audit category^a is displayed.
Category Name	Required. Allows you to specify or modify the name of the site audit category.
Active	Enables you to mark the site audit category as inactive or active. Inactive site audit categories can not be included in new site audits.
Site Audit Types	Enables you to specify the site audit types for which the category should be displayed. If no site audit types are specified, the site audit category will be available for all site audit types.
Service	Enables you to identify a service to associate with the site audit category. This is not currently used, but in a future release, they will be able to filter based on this field in the Site Audit report.
Display Order	Required. For each category, you can specify a number that determines where the category will be listed on site audits relative to other categories. Creating a site audit planning table that properly orders the site audit categories can provide an excellent tool for determining display order values.
Description^b	The description provides additional guidance available to site auditors when they are evaluating a property for the category. It will typically include descriptions or questions on which to base their evaluation for the category.
Tags	The tags provide a list of pre-defined notes that can be selected when evaluating a category. Auditors select tags that describe the property being evaluated relative to the category. In addition to these pre-defined notes, auditors will also be able to insert additional notes of their own creation on-the-fly. Pre-defined tags will help to speed up the audit process.
Add Tag Icon	Click the Add Tag icon to display the Add Site Audit Item Tag screen to add a tag to the list.
Remove Tag icon^c	Click the Remove Tag icon to remove the tag for which the icon was clicked.
Delete Site Audit Category Icon^d	Click on the three dots menu to reveal the option to delete a site audit category. A site audit category can not be deleted if it is in use.
Save Icon	Click the Save icon to save any changes made to the site audit category and to return to the Site Audit Categories Search List screen.

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