Here you will learn how to set up Inspection and Audit templates/questions within SetConnect for use by your staff members on location via the app and to view the completed Inspections/Audits.
Please watch the following video on how to create inspection and Audit Templates/Questions (2.19)
Please watch the following video on how to access report functions including completed Inspections/Audits (2.39)
Read on for step by step instructions …
Creating a Inspection/Audit Template
Go to the Templates menu and click on the Inspection/Audit Templates tab.
Then click on Add Inspection/Audit Template.
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Enter the name of the template in the box that appears:
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Then add Questions by clicking the black Questions box.
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.
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Once you have selected all of your questions click Save and this will be added to your Templates menu.
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To view your Template click on View which will list the Template name and the Questions in your Inspection/Audit Template.
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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.
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Then click Add Question on the top of the screen.
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You will need to add the Question itself and the Section it relates to in the box that appears.
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Once you have created all your questions click on the Section filter menu to bring up a list of all of your available sections
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This question will then appear in your Inspection/Audits Templates creator when you go to add your questions.
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Viewing completed Inspections/Audits
To view completed Inspections/Audits go the Reports tab in the left-hand side main menu and select the Inspections & Audits option
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A list of Inspections/Audits that have been generated will display. Click on Edit to the right to edit them or View to view them.
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You can also download them into a PDF file by clicking on the Download to PDF button.
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For any SetConnect issues or questions, please contact our support team by email at setconnectsupport@sitesoft.com