Audit Stores
You can audit stores by prompting them to upload image or video proof that they have completed specific tasks (updated fixture, set window correctly etc..), and to write notes
To audit specific stores, follow these steps:
- Click on Programs tab
- Click on Audit Sub-tab
- Click New Item button
- Type Audit Title
- Enter message (instructions) for stores to complete audit
- You can optionally select fixture and or zone this audit is for
- Select Audit start date
- Select Audit end date
- Using standard Allocation formula select the locations that are going to be audited
- Click Save
You will be returned to Audit page with list of all Audits
Audit button appears on the store level above Announcements only during audit time. Store can upload and delete pictures as long as audit is running. Once audit is expired stores do not have access to it anymore.
View Audit Results
To view audit results (review uploaded pictures)
- Click on Programs tab
- Click on Audit Sub-tab
- Click on View button on desired audit
- You will see a list of all locations that were audited and you will see uploaded images just below store name/address. Click on image thumbnail to open bigger image in new window. If there is uploaded video you will see a default video image placeholder. Click on it and video will play in browser.
Export Audit Results
To export audit results to tab delimited file format
- Click on Programs tab
- Click on Audit Sub-tab
- Click on Report button on desired audit
- Tab delimited file containing audit results, number of files uploaded per location and their comments will be generated.