---
title: "Setting Up Site Audits in Administration"
slug: "setting-up-site-audits-in-administration"
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: 2025-11-18T14:42:26Z
published: 2025-11-18T14:42:26Z
canonical: "guide.youraspire.com/setting-up-site-audits-in-administration"
---

> ## 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.

# Setting Up Site Audits in Administration

This article explains how to set up Site Audit Types and Categories in Administration.

Watch the video below and keep reading to learn more.

[Site Audits- Setting Up Site Audits in Administration Video](https://fast.wistia.net/embed/iframe/mjpu3relv3?web_component=true&seo=true&videoFoam=false)

## 

## **Understanding Site Audit Types and Categories**

### **Site Audit Types**

*Site Audit Types* are the different reasons or ways that your company may do inspections at a customer's job site. Reasons can include:

- Checking the quality of a site based on a customer issue
- Reviewing work done by a new hire as part of their training program
- Pointing out additional issues on the property, beyond current services, as a way to upsell enhancements
- Evaluating the compliance of cleaning procedures
- Ensuring that performance meets the required industry benchmarks for hygiene and safety

They can also be split by types of work:

- General Landscape
- Irrigation Check
- Install Inspection
- Commercial Clean Quality Inspection by Room/Area
- Post-Construction Cleaning
- Health & Safety Compliance

### **Categories**

*Categories* are the individual considerations that are scored within the overall site audit. For instance, if a Site Audit Type of General Landscape was created, then a few categories that could be audited are Turf, Shrubs, Hardscape, and Edging.

For Commercial Clean, you may structure your categories by room such as Offices, Restrooms, etc., or by surface area such as Floors, Tile Walls, etc.

> [!NOTE]
> Note
> 
> Audit Categories may apply to multiple Item Types.

### **Bringing It Together**

The relationship between Site Audit Types and Categories is shown below:

| Generic Example | Green Example | Clean Example |
| --- | --- | --- |
| - Site Audit Type - Category 1 - Category 2 - Category 3 - Category 4 | - General Landscape - Turf - Shrubs - Hardscape - Edging | - Quality Inspection for Clean - Restroom - Toilets - Restroom - Walls/Partitions - Offices - Trash - Offices - High/Low Dusting |

When you perform a Site Audit, you choose an Audit Type, and Aspire shows the Categories for that Type, and you can add comments and scoring information.

## Adding Site Audit Types

1. Click your name in the bottom left corner of the screen and select *Administration*.
2. On the Administration screen, click the *Site Audit* tab (step 2 in the image below).
3. Click the *Types sub-tab*
4. Click *New*
5. In the modal that appears, enter the name of the Site Audit Type.
6. Click the *Site Audit Scale* drop-down and select one of the options. Options are:
  1. **1-10** - A classic scale rating from worst to best
  2. **Pass/Fail** - A simple scale where degrees of quality or completion aren’t relevant
  3. **Green/Yellow/Red** - A general scale of severity or quality where specific rating isn’t relevant
  4. **1 - 5** - A more restrictive classic scale rating from worst to best
  5. **A - F** - A classic grading scale ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/site audit.png?sv=2026-02-06&spr=https&st=2026-11-15T02%3A21%3A30Z&se=2026-11-15T03%3A21%3A30Z&sr=c&sp=r&sig=%2BBV7tHnduJEoQCU7NmvMSFuJ%2BwTExMPJY5qNMLvE114%3D)
7. Click *Save* when you’re done.

When you’re done adding *Site Audit Types*, you can start adding *Categories*.

## Adding Site Audit Categories

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/site audit categories 1.png?sv=2026-02-06&spr=https&st=2026-11-15T02%3A21%3A30Z&se=2026-11-15T03%3A21%3A30Z&sr=c&sp=r&sig=%2BBV7tHnduJEoQCU7NmvMSFuJ%2BwTExMPJY5qNMLvE114%3D)

1. On the Administration screen, click the *Site Audit* tab.
2. Make sure you’re on the *Categories* tab.
3. Click *New* ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/site audit categories 2.png?sv=2026-02-06&spr=https&st=2026-11-15T02%3A21%3A30Z&se=2026-11-15T03%3A21%3A30Z&sr=c&sp=r&sig=%2BBV7tHnduJEoQCU7NmvMSFuJ%2BwTExMPJY5qNMLvE114%3D)
4. On the *New Category* page, enter a *Category Name*. This should clearly tell the auditor what they’re rating or leaving feedback for.
5. Select any Services the Category should be associated with.
6. Now, select the *Site Audit Types* this Category should appear in. You can select as many as you want.
7. Enter a display order value. This determines the order in which *Categories* appear under the selected *Types*.
8. If you want to add instructions for scoring a Category, add those in the Notes field.
9. Lastly, use the *Tags* field to add pre-defined Category responses auditors can quickly select from.
10. When you’re done, click *Save*.