---
title: "Site Audit Setup"
slug: "site-audit-setup"
tags: ["Language - English", "Area - Administration", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Role - Operations Manager", "Skill Level - 2 (Intermediate)"]
updated: 2023-03-08T03:50:06Z
published: 2023-03-08T03:50:06Z
canonical: "guide.youraspire.com/site-audit-setup"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Site Audit Setup

Site audits comprise a list of evaluation criteria called *audit categories* to be rated for a property. Aspire supports *site audit types* so that sets of audit categories can be defined for different types of site audits. For example, you might have a site audit type for maintenance and another for irrigation.

When you perform an audit, choose the audit type, and Aspire provides the appropriate categories for comment and scoring. Audit categories may apply to multiple item types.

The following table provides an example of a setup of Audit Categories and Audit Types:

| Audit Types |
| --- |
| **Audit Categories** | Turf | Beds | Trees and Shrubs | General Landscape |
| Uneven Mowing | X |  |  | X |
| Edging quality | X |  |  | X |
| Turf color | X |  |  | X |
| Weed Control | X | X |  | X |
| Debris/leaves | X | X |  | X |
| Disease | X | X | X | X |
| Insect Control | X | X | X | X |
| Bed Coverage |  | X |  | X |
| Pruning and Shaping |  |  | X | X |

Before a site audit can be performed, you must first set up the site audit types and site audit categories by going to the *Site Audits* section of the *Administration* menu. First, define the list of SA types from the [*Site Audit Types Search List* screen](https://youraspire.document360.io/docs/service-screen#site-audit-types-search-list-screen). Once the types are defined you can define the categories from the [*Site Audit Categories Search List* screen](https://youraspire.document360.io/docs/service-screen#site-audit-categories-search-list-screen).

### Evaluating Site Audit Categories

Before evaluating a site audit category, follow the steps below to configure a site audit type:

1. Navigate to the *Administration* menu.

2. Click *Site Audit*.

3. Select *Types.*

4. Choose an existing *Site Audit Type* and update the name of the *SA Type.*

OR

5. Click *New* to create a *New Site Audit Type* and an *SA Type* name.

6. Choose from one of the six *Site Audit Scale Types* to assign to the *SA Type.* Click [here](https://guide.youraspire.com/may-2021/docs/site-audit-type-screen) to view details about the available *Site Audit Scale* types.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1666209153007.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

Once you have configured a Site Audit type by assigning a name and a site audit scale to the SA Type, take the following steps to evaluate a site audit category:

1. Go to the *Main Menu.*

2. Select *Properties*

3. Click on a property *from the search list to view the details screen of the selected property.*

4. Click the hyperlink in the *Previous Site Audit* field.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1666029381257.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

5. Click on the *Site Audit* name associated with the *Site Audit Type* containing the assigned *Site Audit* scale.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1666029491820.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

6. You will see the *Site Audit Scale* type dropdown field on the right side of the evaluation category. Click on the dropdown to select or change the rating from the scale.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1666028389881.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

1. If you selected *No Scale* as the scaling type, the scale type field will not appear on your screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1666028198300.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)Selected Scale Type: *No Scale*