Audits
The audits tab provides a comprehensive overview of audit tasks.
The audits tab is available in the vertical menu on the left (if it is not available and you wish to use it, please contact the application administrator).
The tab consists of views:
- Lists of audit tasks
- Completed audits by location
- Audit results by location
List of audit tasks
After entering the Audits tab, the tasks within which the audit is performed are displayed. The tasks visible in this view are determined on the basis of a configuration carried out by the administrator or the application provider. The parameter on the basis of which tasks are downloaded to this view is StoreEvaluationCardTaskIds, the task IDs must be provided, separated by commas without spaces. If there are many tasks in the list, the manager has the option to find a task by filtering by name or by the date the task was last changed.
The general list of audit tasks includes the name of the task and the date of the last change, after pressing the edit task or task name button, the web panel switches to the view of the list of locations where a given audit was performed.
Completed audits by location
The list includes the name of the location where the audit task was performed, the location ID and the date of the last change. The view can be expanded to include an additional column containing the date the audit was completed and the name of the task.
The locations visible in this list depend on the entitlement
Location survey result
The manager, in the event of a mistake during the audit or if a point of sale complaint is made, can edit the response from YES to NO and vice versa in the web panel and then generate a new report with the recalculated points.
In the Points column, it is possible to edit previously allocated points. The manager can allocate points off the scale.
Clicking on the Generate Report button calls up a window with the choice of how to generate the report. The user has the following options: Generate and download or Generate and send to all recipients.
Entitlement
CanDisplayAudits - a permission that allows you to see audit tasks in the Audits tab. If the permission is not enabled, the Audits tab in the left vertical menu will not be visible.
CanDisplayAllAudits - a permission that allows to see audit tasks not only from a given location to which the user has access, but all from all locations. If the permission is not enabled, the user can see audits from the locations to which he or she has been assigned access. The permission is linked to the HasAccessToAllLocations permission.
