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How to use Daily Audit

Every screen, every button, and what to do with it — with pictures of the real thing. Start at the beginning, or search for what you are stuck on.

Start here → New to Daily Audit? This is the five-minute version.

Getting started

Signing in, and what you are looking atSign in, understand the three kinds of account, and learn what every part of the daily report screen is for.

The daily audit

Doing a day's auditMark each check pass, fail or not applicable, understand what the weights mean, and see how the day's score is worked out.Entering the day's figuresHow the Business Summary works, what each figure is for, and why blank is not the same as zero.Observations, damage and photographsHow to record what happened in words, attach a photograph, and why evidence belongs to one day rather than to a month.

Managing what you find

Corrective actions: nothing closes itselfHow a failed check becomes a task with an owner and a date, and why a good day tomorrow does not close it.

Looking at the whole picture

The dashboard: what each panel answersWhat the executive summary, alerts, store health and the other panels are for, and how to choose which appear and in what order.Process signals: is this site actually getting worse?What improving, deteriorating, level change, unusual, variable and stable mean, and why they are judged against the site's own history rather than the target.

Sending it out

Sending the report outHow to produce the document, choose which sections go in it, and send it to the people who need it.Sync, and what to do when two devices disagreeHow syncing works, what happens when the same day was changed in two places, and how to choose which copy to keep.

Setting it up

Setting up your sites and checksAdding sites, changing the list of checks, setting limits, and what to be careful about when renaming.

When something looks wrong

When something looks wrongThe handful of things that surprise people, what each one actually means, and what to do about it.