How to conduct an inspection/audit through the SiteConnect Mobile App (Reskin)

Learn how to conduct Site Audits set up by your employer through the new & improved SiteConnect mobile app

 

Email notifications received whenever an incident is logged will firstly go to any associated site managers. If not, all account admins will receive the notifications.

 

Please watch the following video on how to conduct audits & inspections via the new mobile app

 

Conducting Audits/Inspections (2.44)

HubSpot Video

 

Please also scroll down this article for more information:

The easiest way to conduct an Audit/Inspection is to click the Ornange plus button icon that can be found at the bottom of the screen on any page within the app.

 

Plus icon highlighted

Then click Create Inspection/Audit in the Create/Report menu that appears.

 

Create audit

This screen will then appear where you can select the Site that Audit belongs to at the very top.

 

Site audit sledct

 

This will auto default to the Site that you are currently signed into.

To change the Site the Audit is for, please click the Site description at the very top of the page and then select the appropriate Site via scrolling or directly searching for it.

 

This will bring up a list of Audit Templates that have been set up by your account administrator. Click on one of these templates to select it/tick it.

 

Then once it is ticked click on Select in the upper right hand corner to conduct this audit

 

Ticked audit

If the audit you are looking for is not there, please contact your account administrator

 

Once you have selected a template, the audit itself will appear for you to complete.

 

Audit conducting

You can click Yes, Partial, No or NA for each item as well as write any additional notes or comments below.

You can also scroll further on create a Task for each item as well as add any relevant files by clicking Create new Task for each item in the audit.

 

Create new task

You can also click Export at the top anytime to export all the audit details into a PDF document for external use outside of the app.

 

Export audit

Once you have completed your Audit you can click Save down the bottom.

 

This will then bring up a Review screen whereby you can state if the audit has ben completed fully, provide any additional comments/feedback and add any additional contacts that you wish to send the audit to via email.

 

Monday adit

If you click Add Contact you will then be prompted to provide their name and email address.

 

Contact

You can then click Save in the upper right hand corner to finalise your audit

 

Save audit

If you need any further help or have any questions please contact the support team by email siteconnectsupport@lucidity.io or Ph: 0800 748 763