Audit Cloud: User Guide www.auditcloud.com Audit Cloud User Guide - Overview OVERVIEW Auditcloud consolidates multiple customer-related data streams into easy to digest information, presented in a clear and dynamic design. Auditcloud has been developed to empower location managers and executives to fix problems, rather than working to find them. This refined focus lends itself perfectly to increased productivity, strategic operations and compliance monitoring. Audit Cloud User Guide - Loggin In LOGGING IN Your first step to using Audit Cloud is to visit www.auditcloud.com and enter your provided username and password. If you are having trouble remembering your details please click the “forgot your details” link and follow the steps. Alternatively you can contact [email protected] for assistance. Enter the email and password details assigned to your audit cloud account to login If you are having trouble logging in please click the “forgot your details” link and follow the steps Audit Cloud User Guide - Dashboard DASHBOARD The centre of operations, where you can see all the latest mystery shops and leaderboards. You can also see all locations on an interactive map, helping you jump to the location of your choice. At the top of the page you will also find Audit Cloud’s primary navigation bar with links to all core sections. This bar remains consistent throughout the site, so you can get to your key information easily. Access audit cloud’s key pages at any time using the navigation bar at the top of the page Jump to any of your locations using the interactive map See the leaderboard from your most recent mystery shop overview report and jump directly to the mystery shop Audit Cloud User Guide - Dashboard DASHBOARD (Continued) Within the dashboard you can set your own “book marks” to highlight the results most important to you. We’ve bookmarked a number of Key Performance Indicators (KPI’s) so you can keep an eye on what’s important and monitor progress throughout the year. You can also bookmark locations, regions and location categories on various pages within the site. So when you find something you’d like to keep track of, be sure to hit the ‘add to bookmarks’ button. look for the “add to bookmarks” icons throughout audit cloud and add them to your dashboard highlight key information by bookmarking questions,locations and more to create your own bespoke dashboard click “results” on the navigation bar to go to our next page Audit Cloud User Guide - Results RESULTS The results page gives you an overview of all mystery shops. You can filter by company or by date and see high level information and data regarding each mystery shop. Clicking on any mystery shop will take you through to the mystery shop overview page. Bookmark keymystery shops and track results directly on your dashboard Filter your mystery shops by most recent or chosen date range Click to view mystery shop and go to our next page Audit Cloud User Guide - Survey Overview SURVEY OVERVIEW This page gives you a breakdown of the mystery shop results. You can see the overall score and movement of each mystery shop, including a historical performance of how this result matches up to previous results. The interactive map shows which locations took place through live data and can be used to quickly jump to a location page of your choice. The graphs can be easily broken down to specific category results using the drop down boxes so you can see how this mystery shop performed on a per category basis. The table below shows all locations that took part in this mystery shop, ranked by their overall scores. We also see the movement of these locations, seeing how many places they have risen or fallen since the last mystery shop took place. You can filter this table by any location, region or location type by using the blue dropdown boxes above the table. You can also view this table based on the results of a specific category instead, using the “by category” dropdown box. If you would like to analyse the historical performance of any of these locations, you can add them to the compare tool box on the right and when ready, hit compare. This will take you to the Compare Results page where you can view the performance in detail. UTILISE A RANGE OF INTERACTIVE ANALYTIC TOOLS TO PINPOINT YOUR MOST VITAL INFORMATION Scroll down page for more eatures! Audit Cloud User Guide - Survey Overview SURVEY OVERVIEW (Continued) Filter results with a wide range of options use the leaderboard to track ranking and movement view results by individual location, region or location type categories add key locations,regions & location types to the compare tool for in-depth analysis click a location in the leaderboard to see it’s results and go to the next page Audit Cloud User Guide - Individual Mystery Shops INDIVIDUAL MYSTERY SHOPS Here you can see the questions and answers for the selected location allowing your to highlight areas of success and failure. If you see any questions that are particularly important to you, don’t forget you bookmark them to see this directly on your dashboard. For users looking for a more in-depth analysis click the “view national answers” button for history data and the results for this that question broken down across all your locations. Don’t forget to bookmark any key questions to add them to your dashboard use the leaderboard to track ranking and movement Click the “view national answers” button for in-depth question analysis click “ytd leaderboard” on the navigation bar and go to the next page Audit Cloud User Guide - YTD Leaderboards YTD LEADERBOARDS (Year to Date) The Year to Date (YTD) leaderboad allows you to see the top performing locations, regions and location types in this current year, based on all mystery shops that have taken place. At the end of the year, awards are given to the number 1, 2 and 3 spots. You can also filter this page to show performance by a specific category of question by using the drop down menu. COMPARE AND FILTER THE CUMALATIVE SCORE OF YOUR LOCATIONS PERFORMANCE THROUGHOUT THE YEAR FILTER THE LEADERBOARD TO SHOW THE YTD SCORES OF A SPECIFIC QUESTION CATEGORY click “Locations” on the navigation bar and go to the next page Audit Cloud User Guide - Locations LOCATIONS Here you have an overview of all locations on the system, viewed via a map view or a list view. You can add these locations to the compare results tool from here and view general information. Clicking on any location will take you through to a specific location page. View locations by list or interactive map with a range of filter options Add locations to the compare tool for in-depth analysis Click on a location go to our next page Audit Cloud User Guide - Location Overview LOCATION OVERVIEW Here you see a central area for all information about a specific location. You can view the historical performance of this location and also a list of all mystery shops that have taken place at this location. Feel free to click on any mystery shop to take you to more detail. See the collected awards earned by a location across all mystery shops Monitor and filter a locations performance over timeand comapre against regional and national averages Go to next page for more on Audit Cloud awards Audit Cloud User Guide - Awards AWARDS Each time you upload a mystery shop onto Audit Cloud 1st 2nd and 3rd place awards are given to the top performing locations. These can be found by visiting any location and looking for the “Location Awards” section. This serves as a trophy cabinet, displaying all awards that have been awarded to that location. Additional awards will also be given to your locations with the highest cummlative score over the duration of your business year. Look out for the Location awards section found on every locations page Mystery shop awards Annual awards Ask us about creating your own custom awards for Audit Cloud click “compare results” on the navigation bar and go to the next page Audit Cloud User Guide - Compare Results Tool COMPARE RESULTS TOOL The Compare Results Tool allows you to easily compare up to 8 locations, regions or location types against each other. You can use the controls below to add & remove your selections, national average and performance tiers. Additionally you can also filter these results by a specific category of question so you can see the performance for just one result rather than the entire mystery shop. Select a specific category to view results by Filter and select upto 8 different locations, regions or location types and compare them against each other Audit Cloud User Guide - Further Assistance FURTHER ASSISTANCE If you require any further assistance when using the Audit Cloud system please get in touch at [email protected]. Company Address Technology PLC Suites 41/42 Victoria House, 26 Main Street, Gibraltar www.auditcloud.com
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