Sites offer a great deal of customization for a collection of buildings, useful for unique report settings for buildings you manage.
Practice Area
Practice area allows you to change the names of the inspections which is displayed on your printable reports.
The default is set to Janitorial style reports.
Customer Survey
When you conduct Inspections, you also can collect Customer Surveys on site. To make Customer Surveys quicker to conduct some default Customer Type's and Comment's can be configured.
Report Settings
Reports are arranged around roles, who gets to see what. For example, high-level reports just feature Key Performance Indicators for senior management.
More detailed reports can be generated for different levels managers and supervisors.
Daily report configuration
Some simple configurations allow for simpler reading of daily reports.
Hide satisfactory items without additional notes - excludes items that have a defect but no evidence notes to back up the decision.
Hide time stamps - only displays the date the inspection for an item was performed and excluded the exact time.
Organic Load (ATP)
When conducting Inspections there is the ability to record an ATP reading.
Enable ATP reports - Switch on/off ATP report availability.
Separate ATP reports - Enable the ATP report as a separate document.
Report Title Pages
Here you have the ability to change the report title if desired.
Primary Contacts
When you have added your management team to your account, you'll want to assign which manager gets what report.
Report Display Customization
Each printable report can include any sections and ordered to suit your management team.
To add a secton to a report simply find the section in the Available Sections and drag it to Included Sections. This can be done for each report type. Ordering can be done by dragging the section up or down.
