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.

This is a brief description about setting up and using the new Sites feature. 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 an easier way

Adding sites

  1. Login to the iAuditor web app
  2. Select your organization name (team name) in the lower-right corner
  3. In top sub-menu select “Sites”
  4. Click on the blue “Add sites” button and enter the name of each site
  5. Click “Add site” button, or use the “return” or “enter” on your keyboard
  6. Optional: Better segment your sites by associating them with a region and area.
  7. To add a region: Click on the “Select Region” box. You can also press “tab” on your keyboard. Type in a new region name then press “enter” on your keyboard, this will create the new region.
  8. To add an area: The area box will now be selected. Type in an area name and press “enter” on your keyboard, this will create the new area
    IMPORTANT NOTE

    There is a limit of 1,500 sites that can be added.

Edit/Delete a site

  1. Login to the iAuditor web app
  2. Click on your organization name in the lower-right
  3. Navigate the “Sites” sub-menu along the top
  4. Hover over the site you wish to edit/delete
    IMPORTANT NOTE

    You cannot edit region/area at present. To change, remove the site completely and add a new region/area as needed.

  5. Click on the “pencil” edit icon
  6. Alternatively, if you wish to delete, a “trash” icon will appear.
  7. A confirmation of your action will appear, changes are saved automatically

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-right corner
  3. In top sub-menu select “Sites”
  4. Click the “Add Site” button on the upper right of the sites page.
  5. The menu activates for adding individual sites
  6. In the upper-right corner, select the  “Bulk CSV Upload” link
  7. You are prompted to select a file, either by dragging and dropping into the upload area or clicking the “Select CSV file” and choosing your desired CSV.
  8. 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.
  9. Click “Save & Upload”.
  10. Your sites will be added immediately.
  11. Any sites that already exist will not be added again, and blank lines in the file will be ignored.

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.

Enable/Disable 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. Navigate to the “Settings” sub-menu along the top
  3. Scroll to the bottom to find “Enable organisation sites”
  4. Un-check this item this feature off until such a time when you are ready.
  5. Changes are automatically saved, and a confirmation appears at the top in green.

Was this article helpful?
Yes No
Care to share a bit more so we can continue to make improvements for you? Care to share a bit more so we can make this article even better for you? Thanks for your feedback!