Designing Project Audit Questions & Assigning Users

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Project Audit Questions

• Each project has its own set of in-store audit questions and any combination of projects can be assigned to any combination of Store Groups.• This flexibility combined with the ease with which audit questions are

created allows you to match just about any project brief you may receive.

Question Types

• Questions are designed in the Designer app and answered in the Auditor app. The results (answers) appear in reports.• Because reports are most useful when they allow you to drill into just the

issues (rather than hunting for elusive data in huge reports), you are able to design questions with pre-set answer values for four of the following question types.• When a question is answered the app flags an answer as being an

"exception" (issue) if the exception condition is met (see the individual explanations that follow).• At present there are ten questions types that you can design into Projects

(this may change as enhancements are made to the system over time).

Question Type 1: 2 Decimal Currency

Answers to this question type are formatted to 2 decimal placesThe "Exception Value" is a decimal number and the "Exception Test" value can be:

• Less: Flags an exception if the answer amount is less than the "Exception Value".

• Greater: Flags an exception if the answer amount is greater than the "Exception Value".

• Price Less: Flags an exception if the answer amount is less than the product price by the "Exception Value".

• Price Greater: This is the opposite of "Price Less".

• Difference: If the difference (plus or minus) between the entered answer and the Product Price is greater than the "Exception Value" the answer is flagged as an exception.

Question Type 2: Add Existing Picture

Photos taken outside of the Auditor app can be added to store audit records in the Auditor app from a PC or Mac.

Otherwise the photo comes directly from the merchandiser’s mobile device camera when answering this question.

Question Type 3: Date

Records a date e.g. a planned future date to train store staff.

Question Type 4: Duration

The user enters a Start and End time with the Duration being calculated e.g. “Travel Time”

Question Type 5: Multiple Select

Values entered into fields Choice01 – Choice10 are seen in the Auditor app as choice options of which 1 or more may be selected • Flags an exception if any choice matches the "Exception Value".

• When merchandisers answer multiple select questions, separate answers are created for each of the selections. This allows you to filter on individual selections.

E.g. For a multiple select question of “Schematic Issues” with choice options 1. “Wrong schematic”, 2. “Rebuilt the schematic” and 3. “Wrong facings count” and where the exception value is “Wrong schematic”, if a merchandiser selects all 3 choices then all 3 choices will have 10 added to the Exception Result. Exception Result calculations are explained in detail shortly.

• If any of the answers match the "Exception Value" then because the single question was flagged all answers are flagged as exceptions.

Question Type 6: Number No Decimals

Numeric data will be formatted without decimals• Less: Flags an exception if the answer amount is less than the "Exception Value".

• Greater: Flags an exception if the answer amount is greater than the "Exception Value".

• Equal: Flags an exception if the answer amount is equal to the "Exception Value".

Question Type 7: Signature

A digital Signature.

Question Type 8: Single SelectValues entered into fields Choice01 – Choice10 are seen in the Auditor app as choice options of which only 1 may be selected

Flags an exception if any choice matches the "Exception Value".

Question Type 9: Text

• Free-form text is entered in answering this question type. • All other question types share this text entry option.

Question Type 10: YesNo

The Auditor app user can choose Yes, No or N/A (not applicable).• Flags an exception if the answer matches the Exception Value (Yes or No).

Download & Unzip SampleData.zip

Sample Data File Import Sequence1. Click the ¶Import· Excel icon to import

Chains.csv at the ¶Chains· panel of the

¶Retail Chains View· screen.

2. Similarly import Stores.csv at the

¶Stores· panel of the ¶Retail Chains View·

screen.

3. Import Manufacturers.csv at the

¶Manufacturers· panel of the

¶Manufacturers View· screen.

4. Click the Categories button at the

bottom of the ¶Manufacturers View·

screen and import Categoriess.csv at the

¶Product Categories· screen.

5. You must refresh the ¶Manufacturers

View· screen before you import

ProductsAll.csv at the ¶Products· panel of

the ¶Manufacturers View· screen.

6. Click the + icon to add Projects to

Manufacturers in the ¶Projects· panel of

the ¶Manufacturers View· screen.

7. Click the + icon in the ¶Schematics·

panel of the ¶Manufacturers View· screen

to go to the ¶Schematics· screen.

8. Click the + icon in the ¶All Schematics·

panel of the ¶Schematics· screen to create

Schematics.

9. From the Assignments screen click the

edit (pencil) icon in the ¶Products

Assigned to Schematics· panel to go to

the ¶Schematic Products· screen.

10. Import SchematicProducts.csv at the

¶All Products· panel of the ¶Schematic

Products· screen.

11. From the ¶Assignments· screen click

the edit (pencil) icon in the ¶Store Groups·

panel to go to the ¶Store Groups· screen.

12. Import StoreGroups.csv at the ¶Store

Groups· panel of the ¶Store Groups·

screen.

13. Import StoreGroupsStores.csv at the

¶Store Assigned to ¬· panel of the ¶Store

Groups· screen.

14. From the ¶Assignments· screen click

the edit (pencil) icon in the ¶Store Group

Project Assignments· panel to go to the

¶Projects· screen.

15. Select a Project and a Store Group

then click the ¶Include Store Groups·

button to assign a Store Group to a

Project.

16. Select a Project then click the ? Icon

to go to the ¶Project Questions· screen.

17. Click the Excel ¶Import Questions·

button at the bottom of the screen to

import the Questions.csv data.

18. From the ¶Assignments· screen click

the blue icon at the top right of the

screen to open the ¶Add Users to your

Resources Pool· panel.

19. Click the Refresh icon in the panel

(not at the bottom of the screen), select a

merchandiser and click the ¶person· icon

to add them to your pool.

20. From the ¶Assignments· screen click

the pencil icon in the ¶Users in selected

Store Groups· panel to go to the ¶Group

Users· screen.

21. Select a User and a Store Group then

click the ¶Include Group· button to assign

the Store Group to the User.

From now on you can navigate to screens to make adjustments

over time.

Import or Manually add Project Questions.

Manually adding Project Questions

A look at the Questions.csv file in your sample data

• Audit answers matching the “Exception Value” flags the answer as an “Exception”.• Some of the above Question Types require and “Exception Test” (what to look for e.g. “Less”).• Where you see a value in the “Exception Test” column then the “Exception Value” determines

what to test against.

Importing Questions

Import the Questions.csv file the same as for earlier data import tutorials

Assigning Users to your Resource Pool and Assigning Users to Store Groups

If you have followed the tutorials to this point, you will have assigned yourself to your pool

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The world’s first free BYOD retail merchandising software as a servicewww.skemaz.net