As the manager or operator of multiple teams that span dozens, maybe even hundreds, of different physical locations, one of the most vital facets of your job is to understand, analyze, and compare the performances of each of those locations.

Add your sites to gather better inspection insights within your organization.

  1. Intelligent insights at the tap of a finger
  2. Simplify your team’s reporting duties
  3. Analyze data in a more natural way

Adding sites

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-left corner
  3. In top sub-menu select “Sites”
  4. Click on the blue “Add Sites” button
  5. Enter the name of each site
  6. Click the “Add site” button
  7. Optional: Better segment your sites by associating them with a Region and Area 
    IMPORTANT NOTE

    Region and Area are not required, you can leave these blank if you prefer

Learn via video

Edit a site

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-left corner
  3. Navigate the “Sites” sub-menu along the top
  4. Click on the name of the site you wish to edit. The site profile will display
  5. Click on the “pencil” edit icon
  6. From here you can update the site or associated region/area
  7. To finish, select save

Delete a site

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-left corner
  3. Navigate the “Sites” sub-menu along the top
  4. Locate the site you wish to delete and select the “three-dot” icon to the left.
  5. A drop-down menu displays with the option to “Remove site”
  6. Select “Remove site” and confirm
    IMPORTANT NOTE

    All previous inspections reports tied to this site will remain associated with this site

Bulk upload sites

You can add multiple sites via CSV (a sample CSV file is available to download if you are unsure of the format)

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-left corner
  3. In top sub-menu select “Sites”
  4. Click the blue “Add Site” button on the upper right of the sites page
  5. In the upper-right corner, select the  “Upload CSV” button.
  6. You are prompted to select a file, either by dragging and dropping into the upload area or clicking the “Select CSV file” and choose your desired CSV.
  7. Select the column that matches the name of your sites. If your CSV has multiple columns, you can choose which columns represent the region and area.
  8. Click “Save & Upload”
  9. Your sites add immediately
  10. Any sites that already exist do not duplicate, and unused lines in the file do not add blank sites.
IMPORTANT NOTE

Ensure the names and formatting of existing sites is the same in the CSV. Mismatch in spelling and formatting could lead to duplicate Sites.

Best practice would be to download a CSV of the existing Sites, add the new sites in new rows, then re-upload the CSV file.

Learn via video

Bulk delete sites

  1. If you have accidentally bulk uploaded a large number of sites, we provide an option to remove all sites from the site list under settings.
  2. Confirm by clicking  “Delete All Sites.” This permanently removes all sites from your organization.

Disable/enable sites for your organization

Sites are enabled by default. After adding your first site, all inspections conducted from that moment on will be prompted to select a site.

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-left corner
  3. In top sub-menu select “Sites”
  4. In the upper-right corner, you will see the button “Disable Sites”
  5. Once disabled, you will see the option to “Enable Sites”.
  6. Changes automatically save, and a confirmation appears at the top.
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