Central level

View the history of an Area or Checklist on the app

As a manager, you may want to quickly and easily find the history of a…

Moderate images and attachments on Compliance

Compliance allows general managers to moderate images and attachments to quickly identify problems with uploaded…

Download exports from the central overview

Compliance allows general managers to download exports from the central overview so that they can…

Get familiar with the Central overview (web)

the Central overview is the home page in Compliance where users that have access to…

Get familiar with the Central overview (app)

the Central overview is the home page in Compliance where users that have access to…

Change the procedure or module of a task

Compliance allows general managers to change the procedure or module of a task so that…

Pause a task at a central level

Compliance enables general managers to pause a task at the central level, temporarily disabling it…

Apply a department to a module

Compliance allows general managers to apply a department to a module so that their team…

Create processes and tasks within a procedure

Compliance allows store managers to create processes and tasks within a procedure so that they…

Create a process

Compliance allows store managers to create a process so that they can structure workflows and…

Activate a process on a group

Compliance allows store managers to activate a process in a group so that it can…

Copy a module at a central level

Compliance allows modules to be copied at a central level, so you can quickly duplicate…

Schedule a form in the Daily Schedule

Schedule a form in the Daily Schedule so that your team can access tasks at…

Assign modules and forms to specific location groups

Start from: The Compliance overview. Navigate to Tasks > Setup. Select Create new module or…

Check task structure in Compliance

Compliance allows general managers to check their task structure so that they can ensure the…

Change the procedure or module of a task

Compliance allows general managers to change the procedure or module of a task so that…

Pause a task at a central level

Compliance enables general managers to pause a task at the central level, temporarily disabling it…

Schedule a form in the Daily Schedule

Schedule a form in the Daily Schedule so that your team can access tasks at…

Create a temperature task

Compliance allows store managers to create a temperature task so that they can monitor temperature-related…

Create a task and move it to the relevant area

Compliance allows store managers to create tasks and move themto the relevant area so that…

Add tasks from the central library

Compliance allows you to add tasks from the central library, to leverage the tasks your…

Create new lists for dropdown tasks

When you create a task in a form or in a checklist, you have the…

Create an area/checklist

Compliance allows you to customise central tasks for your chain and select what you want…

Enable or disable an area

You can customise the central tasks you want to be displayed on the daily schedule.…

Create a task - select an area and create a task within it

Compliance allows you to customise central tasks for your chain and select what you want…

Apply a department to a module

Compliance allows general managers to apply a department to a module so that their team…

Create processes and tasks within a procedure

Compliance allows store managers to create processes and tasks within a procedure so that they…

Create a process

Compliance allows store managers to create a process so that they can structure workflows and…

Activate a process on a group

Compliance allows store managers to activate a process in a group so that it can…

Copy a module at a central level

Compliance allows modules to be copied at a central level, so you can quickly duplicate…

Assign modules and forms to specific location groups

Start from: The Compliance overview. Navigate to Tasks > Setup. Select Create new module or…

Check task structure in Compliance

Compliance allows general managers to check their task structure so that they can ensure the…

Create time slots on tasks

Time slots is a new feature that enables managers to divide the working day into…

Set severity levels for tasks

in Compliance, some tasks can be more critical than others, particularly when they are deviations.…

Print sample and expiry labels

• Labels
• Print
• Expiry dates

Compliance allows food service managers to create and print accurate sample and secondary expiry labels…

Create a downcooling form

Compliance allows managers to create dedicated Downcooling forms and tasks so that food cooling processes…

Create a form

Within Compliance, you can create forms for unscheduled checks that need to be carried out…

Set up severity in forms

Many audits require a pass/fail result. In order to facilitate this (and remain compliant), you…

Check the status of completed forms

As a store manager, you need to check the status of completed forms, to ensure…

Create forms as a meeting agenda

As a system owner, you may want to create forms as a meeting agenda, to…

Use best practice to get the most out of forms

As a store manager, you need to use best practices to get the most out…

Copy an existing form

When creating forms for similar tasks or processes, you can save time by duplicating. Note…

Create a task within a form

One of the ways to create Compliance tasks is within forms. You create the central…

Understand deviation settings in forms

When creating or editing tasks in an unpublished form it is possible to set certain…

See previous versions of a procedure

Compliance allows store managers to see previous versions of a procedure so that they can…

Create a procedure

procedures are like guides for locations on how to carry out specific activities within Tasks…

Update procedures at a central level

when making changes to procedures, it is recommended that central-level users notify existing locations of…

Advanced waste tracking with Zoho

Compliance allows general managers to track food waste analytics so that they can understand how…

Add a business group to a user

Compliance allows store managers to add a business group to a user so that they…

Manage permissions for modules, forms and checklists

Compliance allows store managers to use profiles to manage permissions for modules, forms, and checklists;…

Email notifications in Compliance

Compliance allows store managers to receive email notifications so that they can stay informed about…

Add, change, and remove users (app)

User management is an important process that determines the correct usability and permissions distribution in…

Add, change and remove users (web)

As a store manager, you want to be able to manage access to Compliance, so…

Add a business group to a user

Compliance allows store managers to add a business group to a user so that they…

Email notifications in Compliance

Compliance allows store managers to receive email notifications so that they can stay informed about…

Add, change, and remove users (app)

User management is an important process that determines the correct usability and permissions distribution in…

Add, change and remove users (web)

As a store manager, you want to be able to manage access to Compliance, so…

Manage permissions for modules, forms and checklists

Compliance allows store managers to use profiles to manage permissions for modules, forms, and checklists;…

Organise my Compliance locations with categories

As a general manager, I want to organise my locations with categories so that I…

Export locations to Excel

Compliance allows general managers to export locations to Excel in order to bring the data…

Manage API connections in Compliance

Compliance allows general managers to manage API connections so that they can integrate external systems…

Schedule location pauses (closures) at a central level

as a store manager, you may need to schedule location pauses centrally so you can…

Add a location to a group

Within chain management, it's possible to group locations - this may be useful for regions…

Pause all locations in a chain

As a store manager, you may need to pause all locations in a chain, to…

Export locations to Excel

Compliance allows general managers to export locations to Excel in order to bring the data…

Add a location to a group

Within chain management, it's possible to group locations - this may be useful for regions…

Manage API connections in Compliance

Compliance allows general managers to manage API connections so that they can integrate external systems…

Organise my Compliance locations with categories

As a general manager, I want to organise my locations with categories so that I…

Schedule location pauses (closures) at a central level

as a store manager, you may need to schedule location pauses centrally so you can…

Pause all locations in a chain

As a store manager, you may need to pause all locations in a chain, to…

Deviation types in tasks and forms

Compliance allows store managers to categorise deviation types in tasks and forms so that they…

Manage central Deviation Action Plan settings

In orderto manage deviations effectively, it is important to know how to manage central Deviation…

Review key metrics in Compliance

Compliance allows general managers to review key metrics so that they can quickly understand how…

Communicate with your team in Compliance

Compliance allows general managers to communicate with their team so that they can work together…