Getting started
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…
Central level
53 articlesPerform actions in Compliance at a cental level (multiple locations).
Overview
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…
Tasks
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
Start from: The Compliance overview. Navigate to Tasks > Areas / Checklists. Select + Create…
Assign modules and forms to specific location groups
Start from: The Compliance overview. Navigate to Tasks > Setup. Select Create new module or…
Areas/checklists
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
Start from: The Compliance overview. Navigate to Tasks > Areas / Checklists. Select + Create…
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.…
Setup
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…
Structure
Time slots
Severity
Forms
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
as a store manager, you need to be able to control how many tasks determine…
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…
Procedures
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…
People
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…
Users
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…
Profiles
Chain management
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…
