2024 FAQ
**How to view an Action Plan?**
Navigate to the Action Plan section in the main menu.
Select the specific Action Plan you want to view.
Click on the eye icon to open and view the Action Plan details.
Step by step guide on how to view an Action Plan.
**How to edit an Action Plan?**
Go to the Action Plan section in the main menu.
Choose the Action Plan you wish to edit.
Click on the pencil icon to edit the Action Plan details.
Step by Step guide on how to edit an Action Plan
**How to modify an Action Plan?**
Access the Action Plan section from the main menu.
Select the Action Plan you want to modify.
Click on the purple colored pencil icon to make modifications to the Action Plan.
Step by Step guide on how to modify Action Plan.
**How to mark an Action Plan as Complete?**
Navigate to the Action Plan section in the main menu.
Locate the Action Plan you want to mark as complete.
Click on the green checkmark icon to indicate that the Action Plan is complete.
Step by Step guide on how to mark an Action Plan as complete.
**How to download the full raw data report for an Action Plan?**
Go to the Action Plan section in the main menu.
Click on the download icon located at the top right corner of the application.
The report containing all Action Plan data will be downloaded.
Step by Step guide on how to full data report for an Action Plan.
**How to view updates of an Action Plan?**
Access the Action Plan section from the main menu.
Select the specific Action Plan you want to view updates for.
Click on the icon with a hyphen inside an image to view any updates related to the Action Plan.
Step by Step guide on how to view updates for an Action Plan
**How to delete an Action Plan?**
Navigate to the Action Plan section in the main menu.
Choose the Action Plan you wish to delete.
Click on the red colored bin icon.
Confirm the deletion when prompted.
Step by Step guide on how to delete an Action Plan
**How to see Assignee in an Action Plan?**
Go to the Action Plan section from the main menu.
Select the Action Plan you are interested in.
Look for the 'Show All Assignees' button to view all assignees.
Step by guide on how to view assignees of an Action Plan.
**How to approve and reject an Action Plan?**
Access the Action Plan section from the main menu.
Select the Action Plan you need to approve or reject.
Locate and click on the appropriate 'Approve' or 'Reject' button as needed.
Step by step guide on how to approve and reject an Action Plan.
**Why I'm not able to edit my answer type in a template?**
Navigate to the Templates section from the main menu.
Search for the specific template.
Check if the template is tagged as "IN USE" under the template ID.
If the template is currently in use, editing the answer type is restricted until all inspections are completed.
**How to revoke and give access to a template to locations?**
Go to the Templates section in the main menu.
Search for the specific template you want to manage.
Click on 'View/Edit' for the template.
Check or uncheck locations as per your requirements.
Click on 'Update' to submit the changes.
**How to change the status of the template from active to inactive?**
Navigate to the Templates section from the main menu.
Search for the template you want to modify.
Click on the "Active" label to change the status to Inactive, or click on "Inactive" to change it to Active.
Step by step guide on how to change the status of the template from active to inactive
**How to share access to the template to other users?**
Access the Templates section from the main menu.
Find the template you want to share.
Click on the share access icon.
Search for and select the users you want to share the template with.
Uncheck users you want to revoke access from.
Click on 'Submit' to update the changes.
Step by step guide on how to share access to the template to other users.
**How to transfer the whole template?**
Go to the Templates section from the main menu.
Locate the template you want to transfer.
Click on the share transfer button.
Select the user to whom you want to transfer the template.
Click on 'Submit' to save the changes.
Step by step guide on how to transfer the whole template.
**How to run an instant inspection on a web application?**
Navigate to the Templates section from the main menu.
Find the template you wish to use for instant inspection.
Click on the play button icon to start the instant inspection.
Complete the inspection by answering the questions.
Click 'Submit' and then 'Final Submit' to generate the report.
Step by step guide on how to run an instant inspection on a web application?
**How to download the uploaded template?**
Access the Templates section from the main menu.
Locate the template you want to download.
Click on the Download icon.
Your template will be downloaded in Excel format with Oditly specifications.
Step by step guide on how to download the uploaded template?
**How to view the template?**
Go to the Templates section from the main menu.
Search for the specific template you want to view.
Click on the eye icon to view the template details.
Note: Viewing only allows you to see the template, not edit it.
Step by step guide on how to view a Template.
**How to edit the template?**
Navigate to the Templates section from the main menu.
Find the template you want to edit.
Click on the pencil icon to edit the template.
Make necessary changes to the template.
Click on 'Publish' from the top right of the page to save the changes.
Step by step guide on how to edit a template.
**How to delete the template?**
Navigate to the Templates section from the main menu.
Search for the template you want to delete.
Click on the red bin icon.
Confirm the deletion by entering the specified number on the pop-up.
Click on 'Confirm' to finally delete the template.
Step by step guide on how to delete a template.
**How to clone the template for different locations and users?**
Go to the Templates section from the main menu.
Find the template you wish to clone.
Click on the Clone icon.
Select the brand and locations for which you want to clone the template.
Click on 'Submit'.
To activate the cloned template, click on 'Edit' and then 'Publish' to make it visible to other locations.
Step by step guide on how to clone a Template.
**How to download the template list?**
Access the Templates section from the main menu.
Click on the Download button located at the top right corner of the page.
Your raw data containing all the template-related information will be downloaded.
Step by step guide on how to download the template list.
**How to edit a brand name?**
Navigate to Setup from the main menu.
Click on 'Brand'.
Locate the brand you want to edit.
Click on the pencil icon next to the brand name.
Make the necessary changes.
Click on 'Update'.
The changes to the brand name have been applied.
Step by step guide on how to edit a brand.
**How to delete a brand?**
Note: You cannot delete a brand if it is currently mapped to locations, inspections, or templates. You can make it inactive instead.
Navigate to Setup from the main menu.
Click on 'Brand'.
Find the brand you want to manage.
Click on the current status (Active).
This will toggle the status to Inactive, effectively deactivating the brand.
**How to change the status of the brand?**
Navigate to Setup from the main menu.
Click on 'Brand'.
Find the brand you want to manage.
Click once on the current status (Active/Inactive) to toggle its status.
Step by step guide on how to change the status of a brand.
**What is a brand?**
In Oditly, a brand represents an organizational entity used to define departments or segments within your business. Brands help in organizing and managing different parts of your operations, such as inspections and templates. They also facilitate better role assignment and access control for users across various departments.
**How to download all the brand lists?**
Navigate to Setup from the main menu.
Click on 'Brand'.
Click on the Download button located at the top right corner of the page.
Your data, including all brand-related information, will be downloaded.
Step by step guide on how to download all brand list.
**How to add/revoke users to a location?**
Click on Setup from the main menu.
Click on 'Locations'.
Click on the User icon next to the location.
Select or deselect users from the list.
Click on 'Submit' to save the changes.
Step by step guide on how to add/revoke a user to a location.
**How to add/revoke templates from a location?**
Click on Setup from the main menu.
Click on 'Locations'.
Click on the Template icon next to the location.
Select or deselect templates from the list.
Click on 'Submit' to save the changes.
**How to edit a location?**
Click on Setup from the main menu.
Click on 'Locations'.
Click on the pencil icon next to the location you want to edit.
Make the necessary changes.
Click on 'Update' to save the changes.
Step by step guide on how to edit a location.
**How to delete a location?**
Click on Setup from the main menu.
Click on 'Locations'.
Click on the bin icon next to the location you want to delete.
Confirm the deletion in the pop-up dialog.
Step by step guide on how to delete a location.
**How to download all the location lists?**
Click on Setup from the main menu.
Click on 'Locations'.
Click on the Download button at the top right corner of the page.
Your location data will be downloaded.
**How to change the status of a location?**
Click on Setup from the main menu.
Click on 'Locations'.
Click once on the Status button next to the location to change its current status:
If the status is Active, click to change it to Inactive.
If the status is Inactive, click to change it to Active.
Step by step guide on how to change the status of location.
**How to change the role type of the users?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose role you want to change.
Click on the pencil icon next to the user's name.
Select the new role from the dropdown menu.
Click 'Update' to save the changes.
Step by step guide on how to change the role permission of a user.
### How to revoke and give access to locations to a user?
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user for whom you want to manage location access.
Click on the location icon next to the user's name.
Select or deselect the locations from the list.
Click 'Submit' to save the changes.
Step by step guide on how to revoke and give access to locations to a user?
**How to revoke and give access to Templates to a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user for whom you want to manage template access.
Click on the template icon next to the user's name.
Select or deselect the templates from the list.
Click 'Submit' to save the changes.
step by step guide on how to revoke and give access to Templates to a user?
**How to Edit User Details?**
Click on 'Setup' from the Main Menu.
Click on 'Users'.
Locate the User whose details you want to edit.
Click on the Pencil Icon next to the user's name.
Make the Necessary Changes.
Click 'Update' to save the changes.
Step by step guide on how to edit a user details.
**How to Delete a User?**
Click on 'Setup' from the Main Menu.
Click on 'Users'.
Locate the User you want to delete.
Click on the Bin Icon next to the user's name.
Confirm the Deletion when prompted.
Step by step guide on how to delete a user.
**How to change the name of a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose name you want to change.
Click on the pencil icon next to the user's name.
Edit the name field.
Click 'Update' to save the changes.
Step by step guide on how to change a name of user.
**How to change the email of a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose email you want to change.
Click on the pencil icon next to the user's name.
Edit the email field.
Click 'Update' to save the changes.
Step by step guide on how to change the email of user.
**How to change the designation of a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose designation you want to change.
Click on the pencil icon next to the user's name.
Edit the designation field.
Click 'Update' to save the changes.
Step by step guide on how to change the designation of a user.
**How to reset a password of a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose password you want to reset.
Click on the email icon.
Follow the instructions to reset the password.
Step by step guide on how to reset a password for a user.
**How to change the status of a user from active to inactive?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose status you want to change.
Click on the status button next to the user's name to change it from Active to Inactive.
Step by step guide on how to change the status of a user.
**How to change the status of a user from inactive to active?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Locate the user whose status you want to change.
Click on the status button next to the user's name to change it from Inactive to Active.
Step by step guide on how to change the status of a user.
**How to use a filter to search a user?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Use the search bar or filter options to find the user based on name, status, designation, email, etc.
The filtered results will be displayed.
Step by. step guide on how to use filters to search for a user.
**How to download all user lists?**
Click on 'Setup' from the main menu.
Click on 'Users'.
Click on the Download button at the top right corner of the page.
Your user data will be downloaded in the chosen format.
Step by step guide on how to download the user's list.
**How to create a team?**
Go to Setup from the main menu.
Click on Teams.
Click Add Teams.
Enter the team name and select the members.
Click Submit.
Step by step guide on how to create a team in oditly.
**How to delete a team?**
Go to Setup from the main menu.
Click on Teams.
Click on the Delete option next to the team you want to delete.
Confirm the deletion.
Step by step guide on how to delete a team.
**How to edit a team?**
Go to Setup from the main menu.
Click on Teams.
Click on the Edit option next to the team you want to edit.
Make the necessary changes.
Click Update.
Step by step guide on how to edit a team.
**How to add a users to a team?**
Go to Setup from the main menu.
Click on Teams.
Click on the Edit option next to the team.
Check the box next to the user you want to add.
Click Update.
Step by step guide on how to add users to a team.
**How to remove a user from a team?**
Go to Setup from the main menu.
Click on Teams.
Click on the Edit option next to the team.
Uncheck the box next to the user you want to remove.
Click Update.
Step by step guide on how to remove users from a team.
**How to view a team user?**
Go to Setup from the main menu.
Click on Teams.
The number in the blue box next to each team represents the number of users in that team.
Step by step guide on how to view user in a team.
**How to make an active team inactive?**
Go to Setup from the main menu.
Click on Teams.
Click on the status button of the active team to change it to inactive.
Step by step guide on how to make a team ACTIVE to INACTIVE
**How to make an inactive team active?**
Go to Setup from the main menu.
Click on Teams.
Click on the status button of the inactive team to change it to active.
Step by step guide on how to make a team INACTIVE to ACTIVE.
**How to download the team list?**
Go to Setup from the main menu.
Click on Teams.
Click on the Download button at the top right corner of the page.
Step by step guide on how to download the team list.
**How to create a new location group?**
Go to Setup from the main menu.
Click on Locations.
Click Add Locations.
Enter the name for the location group and select the locations.
Click Submit.
Step by step guide on how to create a location location group.
**How to view a location group?**
Go to Setup from the main menu.
Click on Location Group.
The number in the blue box next to each location group represents the number of locations in that group.
Step by step guide on how to view a location group.
**How to delete a location group?**
Go to Setup from the main menu.
Click on Location Group.
Click on the Delete option next to the location group you want to delete.
Confirm the deletion.
Step by step guide on how to delete a location group.
**How to add a location to the location group?**
Go to Setup from the main menu.
Click on Location Group.
Click on the Edit option next to the location group.
Check the box next to the location you want to add.
Click Update.
Step by step guide on how to add a location to a location group.
**How to delete a location from a location group?**
Go to Setup from the main menu.
Click on Location Group.
Click on the Edit option next to the location group.
Uncheck the box next to the location you want to remove.
Click Update.
Step by step guide on how to delete a location group.
**How to share access of a location group to a user?**
Go to Setup from the main menu.
Click on Location Group.
Click on the Share Access option next to the location group.
Select the user you want to share access with.
Click Submit.
Step by step guide on how to share access of a location group to a user.
**Why can't I see location groups under my account?**
The location group may be inactive, or you may not have access. Contact the client admin to resolve this issue.
**How to change the status of a location group from active to inactive?**
Go to Setup from the main menu.
Click on Location Group.
Click on the status button of the active location group to change it to inactive.
Step by step guide on how to change the status of a location group.
**How to change the status of a location group from inactive to active?**
Go to Setup from the main menu.
Click on Location Group.
Click on the status button of the inactive location group to change it to active.
Step by step guide on how to change the status of a location group.
**How to download all the location group lists?**
Go to Setup from the main menu.
Click on Location Group.
Click on the Download button at the top right corner of the page.
Step by step guide on how to download the location group list.
**How to edit the email alerts?**
Go to Setup from the main menu.
Click on Email Alerts.
Click on the Edit option next to the alert you want to edit.
Modify the email content as needed.
Click Update.
Step by step guide on how to edit email alerts.
**I don't want to get emails from Oditly.**
Go to Setup from the main menu.
Click on Email Alerts.
Click on the status button to disable the alert.
**How to stop email alerts?**
Go to Setup from the main menu.
Click on Email Alerts.
Click on the status button to disable the alert.
Step by step guide on how to stop email alrets
**How to enable and disable email alerts?**
Go to Setup from the main menu.
Click on Email Alerts.
Click on the status button to enable or disable the alert.
Step by step guide on how to enable or disable emails alerts.
**How to change the audit name?**
Go to Setup from the main menu.
Click on 'CUSTOMISE REPORT NAME'.
Click on the Edit button next to make Change the name of the audit.
Click Update.to save the changes.
Step by step guide on how to change the audit names.
**How to download only overdue inspection report:**
Go to the Analytics section from the main menu.
Apply filters for date, Inspection Type, Template, Location, and User.
Click on apply to get the filtered results.
Locate "Inspections Overdue" on the page.
Click on the download icon next to "Inspections Overdue".
Your overdue inspection report will be downloaded.
Step by step guide on how to download overdue inspection report.
**How to download only missed inspection report:**
Go to the Analytics section from the main menu.
Apply filters for date, Inspection Type, Template, Location, and User.
Click on apply to get the filtered results.
Locate "Inspections Missed" on the page.
Click on the download icon next to "Inspections Missed".
Your missed inspection report will be downloaded.
Step by step guide on how to download only missed inspection report.
**How to download the status of an action plan report from the dashboard:**
Go to Analytics in the main menu.
Apply date, Inspection Type, Template, Location, and User filters.
Click Apply to get results.
Find Action Plan Status By Location and click the download button.
In the pop-up, click download.
Go to the top corner of the page to download the final report.
Wait a few minutes and click the down arrow to get the report.
**How to download the Action Plan Status By Template report from the dashboard:**
Go to Analytics in the main menu.
Apply date, Inspection Type, Template, Location, and User filters.
Click Apply to get results.
Find Action Plan Status By Template and click the download button.
In the pop-up, click download.
Go to the top corner of the page to download the final report.
Wait a few minutes and click the down arrow to get the report.
**How to download the Action Plan Priority By Location report from the dashboard:**
Go to Analytics in the main menu.
Apply date, Inspection Type, Template, Location, and User filters.
Click Apply to get results.
Find Action Plan Priority By Location and click the download button.
In the pop-up, click download.
Go to the top corner of the page to download the final report.
Wait a few minutes and click the down arrow to get the report.
**How to download the Action Plan Priority By Template report from the dashboard:**
Go to Analytics in the main menu.
Apply date, Inspection Type, Template, Location, and User filters.
Click Apply to get results.
Find Action Plan Priority By Template and click the download button.
In the pop-up, click download.
Go to the top corner of the page to download the final report.
Wait a few minutes and click the down arrow to get the report.
**What is My Task?**
My Task shows your to-do work list, including inspections assigned to you, in-progress and overdue inspections, open and pending approval action plans. You can start inspections from here.
**Where can I see all inspections assigned to me?**
Go to the Inspections page to see all the inspections assigned to you
**Where can I see all action plans assigned to me?**
Go to the Action Plans page to see all the action plans assigned to you.
**How do we create Inspections for all HODs and employees?**
Go to inspections _
Click on Schedules _
Select Location _
Select Template_
Select the assignees' names_
Fill in all the mandatory fields_
Click on Submit_
Step by step guide on how to create inspection for all HODs.
**How do you Create a weekly and daily schedule?**
Go to inspections
Click on Schedules
Select Location
Select Template
Click on Schedule option
Select Schedule type (one-off, daily, weekly, etc.)
Select both the days
Click on submit
Step by step guide on how to create weekly and daily schedule.
**What is by-section scheduling?**
In by-section scheduling, you can divide the departments into their respective assignees or persons.
Click on Schedules
Select Location
Select Template
Click on by-section
Fill in all the mandatory fields
Click on submit.
Step by step guide on how to schedule an inspection by section only.
**How can I assign an inspection to mass location and mass user, instead of using them one by one?**
Go to setup
Click on location group create a group of locations and give a name to it.
Click on Teams to create a team of users
Use these options while creating the schedules.
Step by step guide on how to assign inspection to mass location and user.
**After the inspection, I want the notification to come to me.**
While creating the schedule
Click on Notify Users
Select the names of the person whose report they want to see
Click on Submit
Step by step guide on how to setup notification for getting a complete report after the inspection is complete.
**Can I modify the schedule?**
Yes, You can If you are the owner of the scheduler.
**How action plans are working?**
Action plans are already pre-defined as per the non-compliance if an assignee selects any Non-compliance the action plan will automatically triggered.
**Is the action plan visible to all or only the person who selected the answer option?**
No, It will be visible to only the person who has selected the non-compliance.
**Can we create an Action plan after the template is Published?**
* No, there are certain limitations in the system so after publishing any template you can not add the action plan into it.
**How can I see the performance of my top 10 units?**
Go to dashboard
Select date range
Select Template and User
Click on Apply
Select Top 10 from score by Location
Step by step guide on how to see the performance of 10 locations.
**Where can I see the missed inspection status only?**
Go to inspections
Stay on the inspection page
Click on the dropdown next to the status
Select the missed status and apply the filter
You can find the missed inspections only.
Step by Step guide on how to see only missed inspection data.
**How can filter the inspection by user name?
Go to inspections
Stay on the inspection page
Click on the dropdown next to the Assignee
Select the name and apply the filter
You can find the inspections related to this person.
Step by step guide on how to use filters to search for inspection by users
**What happens when the rejected inspection comes back to the auditor?**
* The Auditor has to complete the marked discrepancy according to the instructions given by the reviewer.
**As part of the scheduler owner can anyone make changes to schedules?**
No, Only the owner can make the changes.
Updated on: 29/07/2024