In this article, we'll give you a brief overview of how your account is structured and then show you how to:
- Create a New Audit
- Set/Edit Audit Parameters (Frequency/Assigned Areas)
- Add/Edit/Delete Categories/KPIs/Questions
- Add Form Instructions & Photos
- Edit/Delete Existing Forms
NOTE: In order to Create/Edit Forms, you'll need AUDIT/FEEDBACK FORM PERMISSIONS as a user. Learn more about Admin Permissions on the left.
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CREATE A NEW AUDIT/FORM
1. Login into www.MyFieldAudits.com
2. Click the ADMIN tile on the bottom left of the screen (Note: this will only be visible if you have Admin Permissions)
3. Click the FEEDBACK FORM/AUDIT button on the top of the admin panel.
4. Click NEW FEEDBACK FORM/AUDIT
SETTING/EDITING AUDIT PARAMETERS
- NAME: the name of the audit
- FREQUENCY: how often an audit should be completed in a PERIOD (see below)
- PERIOD: daily, weekly, monthly, yearly (ex: Frequency = 2, Period = Weekly | Audit will be completed 2x/week). This will be tracked via the Compliance Report
- TARGET SCORE: the score you'd like to see this audit performing at. KPIs/Categories below this score will be highlighted on the Snapshot Report
- SELECT AREA: areas/locations where the audit should be completed. IMPORTANT: only attached audits to the BOTTOM areas of your hierarchy. Attaching to a higher level will cause reporting issues.
Note: Use the Pencil Icon to edit previously created audits/users/areas throughout the site.
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CREATING/EDITING CATEGORIES, QUESTIONS & KPIS
IMPORTANT: Editing audits while users are actively completing them may cause errors. We recommend removing audits from all locations before beginning edits.
Click the CATEGORIES/KPIS button next to your audit on the Admin Panel
ADD MULTIPLE CHOICE QUESTIONS:
1. Click NEW QUESTION button
2. Enter question name/prompt (example: "Meal Period") and click save
3. Click NEW OPTION next to question name/prompt
4. Enter option (example: "Breakfast")
5. Repeat for as many options as needed (you can click on the name of the Question/Prompt to view/edit/removed added options
ADD CATEGORIES/KPIS/BRANCHES
Categories hold all of your audit questions or KPIs. Branches are a list of reasons that can be added to any Question/KPI when marked Thumbs Down
1. Click the CATEGORIES/KPIS button next to your audit
2. Click NEW CATEGORY
3. Name your CATEGORY and click SAVE
4. Click NEW KPI and complete the required fields:
- KPI NAME: the KPI/Question as you'd like it to appear on the audit (we recommend short, objective KPIs) 120 character limit.
- KPI INSTRUCTIONS (optional): these appear in the audit as a guide for how a KPI/Question can be answered
- KPI WEIGHT: a value between 0 - 1 that determines the importance of this question. We recommend setting all KPIs at 0.5, leaving room to add more critical (1) and less critical (0) KPIs.
- KPI IMAGE (optional): you can upload multiple photos JPEG/PNG to provide best practice examples
5. Click SAVE
NEW - ADD BRANCHES
1. Open the category that holds the KPI/QUESTIONS you wish to add branches to
2. Click NEW OPTION next to the KPI
3. Enter Option and click Save
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5. To add additional Options, click the OPTIONS button next to the question/kpi
6. Click ADD NEW OPTION
7. Enter Option and click Save.
Repeat the processes above with as many CATEGORIES and KPIs needed. We recommend keeping forms under 100 KPIs/Questions
IMPORTANT
ALMOST DONE! In order for users to access any new Audits, you'll need to update USER GROUP PERMISSIONS to say which groups can Read/Write the audit. This can be done quickly via the GROUP button on the admin panel. Learn more about USERS & GROUPS here.
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