MyFieldAudits Remote - Overview and Getting Started

Welcome! Let's get started

Overview: MyFieldAudits Remote allows you to connect with onsite teams and perform critical inspections, remotely! In this tutorial, we'll show you how to:

1. Invite Onsite Team members
2. Create & Review Pre-Inspection Tasks & Collateral
3. Schedule a Remote Inspection
4. Conduct and Finalize an Inspection

You'll Need:

• Remote Auditor Access on MyFieldAudits.com (forgot password?)
• A Desktop/Laptop with Internet Access and Chrome or Edge browser
• An Onsite Team member with internet connected mobile device

Step One - Invite an Onsite Team Member

1. Log into www.myfieldaudits.com from a desktop computer
2. Click Remote Auditor
3. Click Create Location Profile
4. Select a Facility/Location from the menu at the top of the page (you can edit any details about the facility from this page)
   
   
5.  Complete details for any onsite team members you'd like to invite 
   
   
    Existing users will pre-populate in list
   
   
6. Click Invite

New Users will receive a welcome email providing direction of critical next steps.  You'll receive an email once they've successfully registered. 

Step Two - Creating and Reviewing Pre-inspection Tasks & Collateral

Collateral are pre-inspection video and photo requests that enable you to better understand a facility before assigning an inspection. They also help document areas of a facility where WI-FI may not be suitable to complete a live-remote inspection

Example requests could be:

• "Upload photos of the walk-in fridge"
• "Video a meal being plated"
• "Show me proof of a correction of issue x"

1. Log into www.myfieldaudits.com from a desktop computer
2. Click Remote Auditor
3. Click Collateral Collection
4. Select a Facility from top of the page
5. Click New Collateral
6. Enter Details (Name, Description, Due Date) and click Save 
   
   
   
7. Click New Task and enter the request and additional details 
   
   
8. Click Save - Repeat for additional tasks
9. Assign to a team member by clicking Action>Assign to (Note: Onsite team members need to register before they can be assigned items. If you don't see their name, check-in to confirm they've completed the registration process)
10.  As requests are completed, you'll be notified via email.  Click Action>Gallery to view completed Collateral Tasks

Step Three - Scheduling a Remote Inspection

You'll need to be setup with Inspection Templates before you can schedule an inspection.  If you need help with this step - contact [e-mail]

1. Log into www.myfieldaudits.com from a desktop computer
2. Click Remote Auditor
3. Click Inspections
4. Click New Inspection
5. Complete the Inspection Details (Time = your current timezone,  Duration = minutes)
   
   
   
   
6.  You can choose to include Pre-Inspection Collateral to add the media directly to your Inspection.
7. Click Save

You and the invitee will both receive confirmation emails of your scheduled inspection.  You can edit any details prior to your inspection window, or delete and schedule a new inspection. 

Step Four - Conduct and Finalize an Inspection

It's time to connect with your onsite inspector to perform a Remote Inspection!  During the process:

• You can hear the onsite inspector and see what they show you
• They can hear (but not see you)
• You can media from pre-inspection collateral requests to your Inspection Form
• You can capture new images/video directly from the live feed to add to the Inspection Form

1. Log into www.myfieldaudits.com from a desktop computer
2. Click Remote Auditor
3. Click Inspections
4. Click Join Inspection when the inspection start time arrives
   
   As soon as your Onsite Inspector joins, you'll be able to see their video feed and begin directing them through the inspection
   
   
5. Score each question Thumbs Up or Thumbs Down
6. Click Capture to screen capture what you're seeing in the video feed
7. Tap the Camera Icon on the audit form to attach photos from your computer or drag and drop Screen Capture images or media collected on Pre-Inspection Collateral tasks
8. Click the Comment Icon to add specific notes about each question.
9. When finished, click Finalize Inspection (Note: this will end the connection between you and the onsite team member) 

You've done it!  Head over to Review Completed Audits on www.myfieldaudits.com to review, share or export your Inspection results!