With the release of our revamped SafetyCulture Analytics platform in January, there are a lot of new ways to dig into your inspection data. Here you’ll find more ways to slice and dice your data, and a few tricks you might not have caught yet.
Before we get started, remember that setting up Failed Items is absolutely crucial to getting valuable insights out of your inspection analytics. Failed Items are basically the undesirable answers to any questions you have in your templates. For example, a question on the template may be: “did the concierge greets guest by name” – the Failed Item response would be “no”. Setting a Failed Item for each question allows you to see where teams are struggling and potentially identify areas where you need to focus training in the future.
Visualize scores over time and see trends immediately
Immediately identify where auditors may be struggling with questions or categories using a heat map in Item Scores. Click on Analytics in the left bar, then Audits at the top of the window, then Item Scores under that. You’ll see something similar to this:
Notice that in the screenshot above, you’re also able to easily identify where inspections or certain questions may have been missed in the previous weeks. Ensure that you have each category scored as well to get a bit higher level view. Filter this information by auditor, group, template or specific item response.
Note that you can change the score view to display minimum or maximum scores as well, rather than the average which is the default setting.
Global Responses for standardization
Global responses allow you to standardize multiple choice options for each question and template. This not only makes template creation and updating easier and quicker, it also standardizes the data you collect. One template may display “Financial District store, San Francisco” as a multiple choice option and another displays “FiDi, SF”. While these are the same response, they’ll appear different in Analytics. If you standardize these responses with a Global response set, you can use it as a filter in Analytics and be sure you’re seeing all the relevant data for that location. Learn more about how to set Global Responses here.
Drill down with failed items
Failed Items highlight where your organization can improve, but if you investigate further, they contain extra information in the form of pictures or annotations as well. Click on a specific Failed Item to get an overview of responses and identify what’s contributing to this trend.
Legacy Analytics are still available
Excited about the new Analytics platform but still love the old one? Get the best of both worlds. You can still access the Analytics you had previously by clicking on “Legacy” in the Analytics dropdown.
Bookmark important dashboards
For the analytics junkie in all of us, we have a quick way to save dashboards once you’ve gotten them just how you want them. Simply hit the bookmark icon in the top right of your dashboard and you can name and save your dashboard.
With the step-by-step guide, you’ve got the how covered. Not sure which questions you’d like to ask of your inspection data? We’ve got a guide for that here. The ultimate goal behind making this data more visible for you is to leverage the collective knowledge of the organization. There may be a particular training program or process that is working incredibly efficiently in one area. Having the insight to identify it will allow you to replicate that success across the organization. It breaks down information silos and gives you a great foundation to have the important conversations around process improvements.
The information contained in this article is general in nature and you should consider whether the information is appropriate to your specific needs. Legal and other matters referred to in this article are based on our interpretation of laws existing at the time and should not be relied on in place of professional advice. We are not responsible for the content of any site owned by a third party that may be linked to this article. SafetyCulture disclaims all liability (except for any liability which by law cannot be excluded) for any error, inaccuracy, or omission from the information contained in this article, any site linked to this article, and any loss or damage suffered by any person directly or indirectly through relying on this information.
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