Admin Portal

Welcome to the Auditor’s admin portal. At the left of your page are menu tabs; these are Reports, Forms and Categories, User and Mobile User. From Auditor’s admin portal you can manage and create forms, categories and generate reports.

Reports

After logging into Auditor’s admin portal, the default-landing page is Reports. All data that is captured using Auditor’s app is seen here. Auditor has the reports function that allows you to filter through data, generate reports and export results as a CSV or PDF file. Reports will only ever display data from active forms that have been filled at least once.  As the data set increases in size the report graphs adapt to display the information.

Report_Auditor.png

Filter Report Data

To filter report data, simply select your range criteria from the drop down menu and press the blue Apply button to narrow/ refine your search.

  

  • ‘Filter By’ ranges include Form types and Date range.
  • Reports results are displayed as a bar graph.

Reports Graph

Reports graph displays the following values: Not Scored, Non-Compliant and Compliant as a bar graph. Each bar represents an individual form. The Y-axis represents total compliance score; the X-axis represents the name of a form. 

The following table indicates score value:

Score Value

Colour Code

Items not scored

Grey

Non-compliant

Red

Compliant

Green
  • Hide/unhide any score by clicking on its corresponding label, doing this will alter the graph too.
  • The Report Graph is interactive; when a cursor is hovered over a bar, numeric points will display data within your selected date range.

Forms

Forms tab is located on the menu bar at the left of your screen. Create new forms, edit or clone existing forms and sort forms into categories. Forms are divided into two main groups: Published and Unpublished.

Note: Mobile users cannot view or use Unpublished forms*

Unpublished Forms

Unpublished forms are forms that have not yet been Published into categories. Auditor users are not able to view or use Unpublished forms. Forms that are in the process of being edited are saved and can be accessed from this page at a later time.  Hovering the cursor over a form will bring up its options. Edit a form, sort a form into categories, set recipients, or delete a form.

Edit a form

To edit a form, select the blue Edit button on the right hand side of the table, this will launch the Auditor form builder.

Publishing a form

To sort a form into categories, bring up the form options by clicking the blue arrow button. A drop down menu will appear, select Publish from the list. You will be taken another page that displays all categories; select the check box/boxes of the categories that form will belong to.

 

 

 

  • Forms are managed via categories (see below).
  • After a form is Published, users will be able to see and use the form on their mobile device via the Auditor app.

Published Forms

Published forms are forms that have been Published into at least one category. Once a form is Published, users can view and use forms on their mobile device via the Auditor app.

  • Forms can belong to more than once category;
  • Forms that belong to more than one category will display these labels separated by commas.

 

Categories

Categories tab is located on the menu bar at the left of your screen. Create new categories, edit or delete existing categories.

Families

Families are different groups that forms are Published into. Users see families’ in-app as a levelled menu. Families make it easy for users to find forms.

 

Add Category

To add categories select the blue Add Category button. This will bring you to a new page, which displays a list of all existing categories.

  • To add new categories simply type a label into the Title field;
  • Then select which family it can be accessed from.
  • New categories can only be assigned to one family group.

Edit Categories

By editing a category you can either update the title – or change the family it belongs to. To edit a category, hover the cursor to bring up the blue Edit button. Selecting edit will bring you to a new page; this displays a list of all categories.

  • Note that categories being edited do not display a radio button.
  • To finish editing a category, select the green Update

Delete Categories

You may need to delete a category if it is no longer valid. To delete a category select the red Delete button. Auditor will prompt you to confirm your decision through a browser alert.

  • Select ‘OK’ to confirm
  • If you do not wish to delete select ‘Cancel’

Forms can belong to more than one category. If a form belongs to a single category and that category is deleted, the form will return to Unpublished Forms*

Admin Users

Admin Users can be added by another administrator user.

Mobile Users

Mobile Users can be approved by Admin Users with the appropriate permissions.

Users can be approved by clicking the Approved button in line with the user row.