The Create Venue page is where individual venues are added to the system manually. Venues represent physical locations where audits are conducted. For example, restaurants, toilet facilities, office buildings, schools, or any site requiring inspection.
Creating venues one at a time works well for small additions or when detailed attention is needed for each entry. For bulk additions, use the Import Venues function (Dashboard > Manage Venues > Import Venues) to upload multiple venues from spreadsheet files. Find more information on importing multiple venues here.
Once created, venues become permanent records in the system. All audit data collected at a venue ties back to this record, building a complete history over time. Venues can be edited after creation if details change - nothing is locked permanently. Find more information on editing venues here.
Creating a Venue
Venue name (required)
The venue's display name. Used throughout the system in lists, maps, reports, and auditor mobile interfaces. These are visible to anyone with access, so choose names that clearly identify the location. Examples: "Reading Station," "Wetherspoons - Crystal Palace," "Cambridgeshire School District Office."
Your reference (required)
A unique identifier for this venue. Used to distinguish venues with similar names and to cross-reference with external systems (facilities management software, client databases, inventory systems). Each venue must have a different reference. Duplicates aren't allowed. Examples: "VENUE001," "WS-CP-001," "READING-STN."
This reference is permanent to the venue record. If the venue name changes (e.g. "Joe's Cafe" becomes "Maria's Restaurant" after an ownership change), the reference stays the same, preserving the complete audit history under one record.
Address (optional)
The venue's physical address. Include as much detail as available: street address, town/city, postcode. Used for location mapping, geographic filtering, and auditor navigation to the site. Can be left blank if location data isn't available or isn't relevant (e.g. virtual locations, conceptual sites).
Location data
If an address is entered, a map appears, showing the venue's plotted location based on that address. The system geocodes the address to determine coordinates automatically. This location data enables geographic filtering (e.g. find all venues within 10 miles of a point), map-based progress tracking in audit jobs, and distance-based auditor assignments.
If the map shows an incorrect location, check the address for errors or missing details (particularly postcode). The location can be corrected by editing the venue after creation.
Venue group (optional)
Select one or more groups to categorize this venue. Groups are organizational labels used for filtering, bulk operations, and reporting. Examples: "London Sites," "Public Toilets," "High Priority." Venues can belong to multiple groups. Groups are created at Dashboard > Manage Venues > Venue Groups. This field can be left blank and assigned later. Find more information on Venue Groups.
Active checkbox
Controls whether the venue is marked as Active or Inactive.
- Active (checked): Venue is currently in use and appears in standard venue lists, searches, and assignment workflows. Most venues should be Active unless there's a specific reason to exclude them from normal operations.
- Inactive (unchecked): Venue exists in the system but is typically excluded from new audit job assignments. Use for venues where contracts have ended, sites that have closed, or locations temporarily out of scope. Inactive venues retain all historical data and can be reactivated by editing the venue later.
Default setting is Active (checkbox ticked).
Saving the Venue
Click Create Venue button. This saves the venue with the entered information. The venue appears in the Manage Venues list and becomes available for assignment to audit jobs. Once created, the venue can be:
- Edited to update details (Dashboard > Manage Venues > Edit)
- Assigned to venue groups
- Added to audit jobs
- Used to build audit history over time
After Creation
New venues are ready to use immediately. To deploy them in audits:
- Add them to audit jobs (Dashboard > Audit Jobs > Details > Venues)
- Assign auditors to visit and inspect them
- Deploy checklists to collect data
All audit data collected at this venue - regardless of which audit job, auditor, or checklist - ties back to this venue record, creating a longitudinal history of inspections, scores, and findings.
Venues can be edited at any time (Dashboard > Manage Venues > Edit) to correct information, update addresses, adjust group assignments, or change active status. Edits don't affect historical audit data. They remain linked to the venue record. Find more information on editing venues here.