• 2024-Account Setup-Location Group Setup

  Location Group Setup In Oditly, a location group is a collection of locations that you can create using the locations added to your account. This feature enables you to assign the same checklist to multiple locations simultaneously with just one click, streamlining your workflow and saving time. Steps to create a Location Group. *** Go to Setup from the main menu (Gear Icon).** *** Click on Location Group from the top.** *** Select +ADD GROUP.** *** Choose the brand.** *** NameFew readers

• 2024-Account Setup-Managing Locations

  Managing Locations In Oditly, a location can be a place like a hotel, hospital, or a specific department within a larger organization. Adding locations helps in generating better reports and understanding analytics effectively. However you have options to add a single Location and Bulk Locations with a simple method. Steps to add a Single Location. *** Click on Setup (Gear Icon) in the main menu.** *** Click on "Location" from the top.** *** Click on +ADD LOCATION.** *** ChooseFew readers

• 2024 - Account Setup - Scheduled Reports

  Scheduled Reports In Oditly, Schedule Report Email Notification is a feature that allows you to receive automatic reports on a daily, weekly, or quarterly basis. Users can enable this feature in their accounts to receive scheduled reports tailored to their preferences. It ensures that users stay informed without the need for manual intervention, enhancing convenience and efficiency in managing inspections and audits. Steps to Setup Scheduled Reports *** Go to Setup (Gear Icon).Few readers

• 2024-Account Setup-Team Creation

  Team Creation In Oditly, teams are groups of users. Creating a team allows you to easily assign tasks to multiple users at once. With just a click, you can assign tasks to the entire team, streamlining the task delegation process efficiently. Steps to Create a Team. *** Go to Setup from the main menu.** *** Click on Teams.** *** Select +ADD TEAM.** *** Name your team.** *** Choose users by checking the boxes.** *** Click submit to create the team.** ${youtube}[How to CreateFew readers

• 2024-Account Setup-Adding Brands

  Adding Brands In Oditly, a brand serves as an entity allowing you to define various departments for optimal utilization of the application, particularly beneficial if you manage multiple departments. Brands streamline organisation within Oditly, enhancing efficiency and facilitating smooth operations across different segments of your business. Brands also enable users to easily track the performance of different departments. Additionally, brands can be used to assign different roles toFew readers

• 2024-Account Setup-Audit Name Customization

  Audit Name Customisation In Oditly, Audit Name Customization empowers users to personalise the audit type according to their specific requirements. This feature allows users to modify the name of the audit to better suit their needs and workflows, enhancing flexibility and adaptability within the platform. Steps to Customise/Edit Audit Type. *** Open Setup (Gear Icon) from the main menu.** *** Click Customise Audit Type.** *** Choose the edit icon.** *** Make your changes.**Few readers

• 2024-Account Setup-Email Alerts Customization

  Email Alerts Customisation In Oditly, Email Alerts lets you choose which notifications you want to receive in your email. You can turn them on or off as needed. For example, if you don't want emails for every inspection submission, just switch off that alert. It's all about giving you control over what you see in your inbox. ** Steps to enable/Disables Email alerts.** *** Go to Setup (Gear Icon).** *** Click on Email Alerts.** *** Enable notification alerts.** ${youtube}[How to CFew readers

• 2024-Account Setup-Location Customization

  Location Customisation In Oditly, after adding a location to your account, you have various management options available. This includes editing location details, deleting locations if necessary, and adjusting access permissions. Additionally, you can control template access for each location, granting or revoking access as needed to ensure streamlined operations and efficient use of the platform. Steps to do Location Customisation? *** Go to Setup (Gear Icon) in the main menu.Few readers

• 2024-Account Setup-Adding Users

  Adding User In Oditly, users are the individuals responsible for performing inspections, uploading checklists, and reviewing reports. They are the ones actively engaging with the platform to ensure smooth operation of audit and inspection processes. Steps to add a Single User. *** Go to Setup (Gear Icon) in the main menu.** *** Click on "Users" from the top.** *** Click on +ADD USER.** *** Choose the Single User option.** *** Enter user details.** *** Click on Submit.** ${youtube}Few readers

• 2024 - Account Setup - User Management

  User Management In Oditly, user management encompasses several key tasks to effectively administer user accounts. This includes actions such as deleting users, sending password reset links, editing user details, and granting or revoking access to locations and templates. These functions are essential for maintaining security, managing permissions, and ensuring smooth operation of the platform. ### What you can do in User Management? *** Editing User Details** *** Giving/RemovinFew readers