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Monitor Desktop
Quick Ref
This Quick Ref guide shows you how to carry out typical day-to-day tasks on the Cypad
Desktop. If you have any questions please call our Support team on 0117 942 9833 or email
[email protected]
Ensure you are in Cypad Monitor – click on the Cypad logo to move between different
modules.
1. How to pull off an audit
1. Click Monitor
2. Select package to view closed audits
(use + or – icons to expand/collapse list) 3. Click site name
to open the audit
4. Click Report to
open audit in Word
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2. How to view actions
Actions are identified tasks that need to be carried out following an audit:
1. Click Actions
2. Select package 3. Select Closed from
drop-down filter
Click Export to open a report in Excel (or
click Report to open in Word)
4. Click an action to
edit action details
Action
Details
edit box
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3. How to add/edit a site
You need to add the site to one or more packages so you can view it on the tablet:
3. Click Packages
1. Click Sites
2. Click Add to add a site (or
click the site name to edit)
4. Select the package
6. Click Save
5. Tick the site
Site
Details
edit box
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4. How to edit questions
You must be careful when editing questions as this affects previous audits that
have used this questionnaire. If you are unsure please contact Cypad Support.
To add a new Question Group or
Question click question category
title
1. Select Design
2. Select questionnaire
3. To edit the question
click on description
Question
Details
edit box
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5. Analysis of audits
Score Analysis - at the top level this shows the final % score for all of your sites. If a site
is monitored more than once in the package it shows an average score. You can drill down
to see the % score by Question Group.
Question Analysis – this shows the % pass and fail for individual questions in a
questionnaire
Score Trends (repeating) – this shows audit scores on a monthly basis over six months. It
is most relevant to cleaning contractors who monitor and analyse sites on a monthly basis.
1. Click Analysis
2. Select questionnaire
4. Click Export to open analysis screens in Excel
3. Select type of analysis
from Type drop-down menu
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Action Analysis – this shows an analysis of actions by site with the number unresolved or
overdue.
Action Trends – this shows a summary of actions by type (priority).
Inspection Analysis – this shows the same as Score Analysis, showing the average score
and combines both questionnaires (primary and secondary) in one spreadsheet.
Inspections by officer – this shows the number of audits carried out per tablet use. Audits
are shown by area for weekly, monthly, quarterly or annual periods.
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6. How failed questions affect the monitoring score
The monitoring score for an inspection is calculated as a percentage of the maximum
possible score. Individual scores are added up for each question in the Question Group and
Question Sub-Groups, taking account of any weightings. Each Question Group can have a
validation type of Not Required or Answer All.
The monitoring score is affected by the critical question option your select from within
the Edit Question Details box for each question, and by the weighting you give a question.
Normal
A normal question with no special attributes.
Critical
If you fail this question it scores zero. The Question Group and Question Sub-Group –
defined by a header-type question - are unaffected. The inspection is highlighted on the
desktop and the critical question on the report.
You can also affect the monitoring score when you set up or edit a Package. Go to Monitor
> Packages > [choose package] > Click to Edit Package
Lower the overall score by x percent for each failed critical question
Reduce the inspection failure limit by x percent
Compulsory
You must answer this question to sign-off the audit – if you fail, the entire Question Group
is failed. If it is in a Question Sub-Group, the sub-group is failed and its scores are set to
zero (questions outside the Question Sub-Group are not affected).
Question Sub-Group
Question Group
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Red Flag
If you fail this question, the Question Group is failed. If it is in a Question Sub-Group, the
sub-group is failed and its scores are set to zero (the main Question Group is not
affected).
At Risk
If you fail this question you put the unit/site at risk of prosecution. Choose to fail either as
Red Flag or as At Risk - the entire group fails and immediate action must be taken.
Weighting 1
A weighting used in the calculation of a score for a particular inspection. The default
value is 1, enter zero if you don’t want the question to count towards the score
Weighting 2
Where you are comparing scores with an external organisation enter their alternative
weighting here