The venues tab within audit job details is the control center for managing which sites are included in an audit job and how they're organized. This is where venues are added or removed from the job, auditors are assigned to specific sites, and checklists are deployed across single venues or in bulk.

The page displays key metrics at a glance - total venues, completion rates, assignment status, and average scores - then provides tools to filter, search, assign, and manage the venue list. Changes made here determine which auditors visit which sites and which checklists they complete.

Summary Metrics

The top of the page displays:

  • Number of venues: Total venues in this audit job
  • Completed venues: Venues where all assigned checklists have been completed
  • Assigned venues: Venues with an auditor assigned
  • Unassigned venues: Venues with no auditor assigned
  • Progress: Percentage of venues with completion status of complete
  • Average score: Mean score across all completed checklists in this job

These metrics update as auditors complete work and as venues are added or removed.

Venue List Management

Search Bar

Searches venue names within the current audit job. Filters the list to matching results.

Filter by Group

Filters venues by their assigned group (e.g., "London Sites" or "Public Toilets"). Groups are created and assigned at Dashboard > Manage Venues > Venue Groups.

Filter by Auditor

Shows only venues assigned to a specific auditor. Select Unassigned to find venues with no assigned auditor - useful for identifying gaps in coverage before fieldwork begins.

Filter by Status

Shows only venues with specific completion statuses: Complete (all checklists finished) or Pending (checklists incomplete). Useful for identifying which venues still need work or tracking progress across the job.

Filter by Location

Click to select location to open a map interface. Click a location on the map to drop a pin, then optionally set a radius (in miles) to find all venues within that distance. Use + to zoom in, - to zoom out. Click and hold to move the map. Alternatively, enter latitude and longitude coordinates directly. Click Save Location to apply the filter. Useful for assigning regional auditors or analyzing geographic coverage.

Selecting Venues

Single Venue Selection

Click the checkbox next to a venue to select it. Multiple venues can be selected individually.

Page Selection

Click the top-left checkbox to select all venues on the current page (maximum 25 per page). Uncheck individual checkboxes to deselect specific venues.

Search-Wide Selection

Click Select all venues in this search to select all venues matching the current filters or search, even across multiple pages. Use this for bulk operations on filtered subsets - for example, assigning one auditor to all venues in a specific region.

Clear Selection

Click Clear selection to unselect all currently selected venues.

Bulk Actions

Assign Auditor to Venues

Appears when venues are selected. Assigns the chosen auditor to all selected venues at once. The auditor will have access to these venues in their mobile app and will be responsible for completing assigned checklists. Useful for distributing work across teams or assigning regional responsibility.

Assign Checklist to Venues

Appears when venues are selected. Assigns the chosen checklist to all selected venues simultaneously. The checklist becomes available for completion at those sites. Auditors assigned to those venues will see the checklist in their workflow.

Individual Venue Actions

Assigned Auditor Column

Shows which auditor (if any) is assigned to each venue. Click Assign to assign or change the auditor for that specific venue.

Checklists Column

Shows which checklists are assigned to the venue. Click Assign to add or modify checklists for that specific venue. Multiple checklists can be assigned to a single venue.

Completion Status

  • Complete: All assigned checklists for this venue have been completed
  • Pending: One or more assigned checklists remain incomplete

This status updates automatically as auditors submit completed checklists from the field.

Remove Button

Removes the venue from this audit job. The venue itself remains in the system and can be added to other jobs. Any incomplete checklists for this venue in this job will become inaccessible to auditors. Completed data remains in the system.

Add or Remove Venues

Venues can be added or removed from the audit job using the selection and filtering tools. Select venues from the list and use bulk actions, or manage them individually. Adding a venue makes it available for auditor assignment and checklist deployment. Removing a venue takes it out of this job's scope without deleting it from the system.

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