Locations

Objectives

• Navigating Locations
• Filtering
• Location Details
• Past/Current Reviews and Action Items

Navigating Locations

1. Locate and click “Locations” on the left-hand menu.

2. The Locations section displays:

   • All locations you are responsible for
   • The last review completed
   • Score, action items, and (if applicable) checklists

   Users can drill down into a specific location to see all historical data.

Filtering

• Use filters to search and narrow your results.
• You can filter by any of the column headers.

NOTE: It is recommended to use the “Contains” option.
“Is equal to” requires an exact text or numeric match.

Location Details

• Drill down into a specific location to view:

  • All current and historical data
  • Reviews
  • Action items

• Three graphs are shown, and each graph can be clicked to display detailed results below.

Past/Current Reviews and Action Items

• Clicking on Review Scores, for example, will show:
  • All past and current reviews (in-progress and completed)
  • Filterable results
  • Drill-down capability by clicking the 🔍 icon (or similar) to view Review Details