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, analyse, 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 organisation.
- Intelligent insights at the tap of a finger
- Simplify your team’s reporting duties
- Analyse data in an easier way
Managing your Sites
Enabling or Disabling Sites
Sites are enabled by default. After adding your first site, all inspections conducted from that moment on will be prompted to select a site.
In the event that you do not wish to enable sites yet for your team, you may toggle this feature off until such a time when you are ready.
You will find the site feature toggle from your organisation settings page.
Go to your team’s menu on the left-hand side and click on the new menu called “Sites”.
Click on the “Add sites” button and enter the name of each site. Click “Add site” button, or use the “return” or “enter” on your keyboard to add the site to your organisation. You can optionally choose to add a region or area to better segment your sites, see more about that below.
Each site must have a unique name, and this name cannot be longer than 250 characters.
There is a limit of 1,500 sites that can be added.
Region & Area
You can better segment your sites by associating them with a region and area. When adding a site, first enter a site name, then 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.
The area box will now be selected. Type in an area name and press “enter” on your keyboard, this will create the new area.
You can now press “enter” to add the site with the region and area, or click on the “Add site” button.
If you have entered or selected a region for a site you must create or select an area before the site can be added.
Adding Sites via CSV
You can add multiple sites via CSV (a sample CSV file is available to download if you are unsure of the format).
Click the “Add Site” button on the upper right of the sites page.
Click the “Bulk CSV Upload” link on the upper right of the Add sites panel.
You will be 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.
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. Click “Save & Upload”.
Your sites will be added immediately. Any sites that already exist will not be added again, and blank lines in the file will be ignored. Sites that already exist but are not present in the CSV will remain and not be deleted.
Importing Sites from a Response Set
If you already have an existing response set that contains sites, you can export the response set as a CSV, and use the aforementioned steps to upload the exported responses CSV.
Deleting a Site
You can remove any sites you have added by clicking on the delete button when you cursor over the site in the list. You will be prompted to confirm each delete action.
Deleting all Sites
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.
Click “Delete All Sites” to permanently remove all sites from your organisation.
Renaming a Site
You can rename a site by clicking on the edit button when you cursor over the site in the list.
You can also add the region and area for a site if it doesn’t already have one.
If the site already has a region and area you will need to click the ‘X’ to clear it, before selecting or adding a new region or area.
Sites and Scheduling
A site can be automatically chosen as part of conducting a scheduled inspection. This is useful in situations where the inspections are always conducted at the same site.
To assign a site, create a new Scheduled Inspection as normal. Select the site that the inspection should be completed at. The site name will also appear in the suggested title.
Inspection Title – Site conducted
The site at which an inspection is conducted can be incorporated into the inspection title. If you have added one or more sites, then a ‘Site conducted’ option will appear in your list of inspection title options.
At the start of every inspection, you will be prompted to select a site. Tap the site of your choice and it’s added as a new field in your title page.
Once you start using Sites for a template, you will start seeing suggestions based on the Sites previously used for that Template.
You can change your selection by tapping on “change” on the title page.
In the event of no site being recorded or if your site does not exist on that list. Please click on “my site is not listed” in the menu.
Once you select “My site is not listed here” you will not be able to change that selection for the inspection.
Insights – simplified reporting area
Insights is the new simplified reporting area that provides a visual graph based on one key area or question from your data. You’ll be able to quickly assess the health of your sites and favourite key reports.
Analytics – Site-based insights
With the introducing of our new simplified reporting called Insights, the analytics area has been renamed to Explore. Insights will display easily reportable graphs, whereas Explore enables you to conduct more complex queries and filter your data based on a number of pivots.
There is a new filter in the analytics section called “Sites”. Use this drop-down to filter results in the following tabs:
- Inspections – conducted
- Inspections – performance
You can also group the tables in the ‘Conducted and ‘Performance’ sections to display your inspection data based on sites.