Create a form
Within Compliance, you can create forms for unscheduled checks that need to be carried out sporadically, such as audits, fire walks, or to record food poisoning incidents. The forms can…
Compliance
Categories
- Change the procedure or module of a taskPause a task at a central levelApply a department to a moduleCreate processes and tasks within a procedureCreate a processActivate a process on a groupCopy a module at a central levelSchedule a form in the Daily ScheduleAssign modules and forms to specific location groupsCheck task structure in ComplianceCreate a temperature taskCreate a task and move it to the relevant areaCreate time slots on tasksAdd tasks from the central librarySet severity levels for tasksCreate new lists for dropdown tasksCreate an area/checklistEnable or disable an areaCreate a task - select an area and create a task within it
- Create a formSet up severity in formsCheck the status of completed formsCreate forms as a meeting agendaUse best practice to get the most out of formsCopy an existing formCreate a task within a formUnderstand deviation settings in formsCreate new lists for dropdown tasksUse form foldersManage central forms in a chain
- Complete a task with the Bluetooth thermometerAnswer scheduled tasksManage, edit, delete tasks (app)Filter to see assigned deviationsHide completed checklistsCreate local tasks within a local area on your deviceRecognise comments and attachments on the Daily ScheduleFind documents on the daily schedule (web and app)Work with missed or unanswered tasksAdd an attachment to a task on a local level (web)Find history for a task (web & app)Copy a fridge or freezer task on the appCopy a fridge or freezer task on the web
- Copy a fridge or freezer task via My LocationFind documents within a procedure (app)Manage users associated with a locationCreate and manage local tasks on the webEmail notifications in ComplianceManage time slots on tasksUpdate procedures at a local levelEdit procedures locallyAdd tasks from the central libraryCreate procedures PDF reportsAdd an attachment to a task on a local level (app)Create, edit and delete local areas (app)Find business details for a locationCreate, edit and delete local areas (web)Enable and disable processes (web)Enable and disable processes (app)Pause a location in the appPause a location on the webSchedule location pauses (closures) for the futureAdd, change, and remove users (app)Add, change and remove users (web)Copy a fridge or freezer task on the appCopy a fridge or freezer task on the web
Forms
11 articlesManage standardized compliance forms used across multiple locations for audits, inspections, and reporting
Set up severity in forms
as a store manager, you need to be able to control how many tasks determine form failure, so that you can ensure compliance for audits where a pass/fail result is…
Check the status of completed forms
As a store manager, you need to check the status of completed forms, to ensure all tasks are completed and compliant.
Create forms as a meeting agenda
As a system owner, you may want to create forms as a meeting agenda, to streamline meeting preparations and discussions.
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 of forms, to enhance efficiency and compliance.
Copy an existing form
When creating forms for similar tasks or processes, you can save time by duplicating. Note that changes made on a central level will apply to all locations in a business.
Create a task within a form
One of the ways to create Compliance tasks is within forms. You create the central form for your chain of venues and then populate it with tasks.For more about how…
Understand deviation settings in forms
When creating or editing tasks in an unpublished form it is possible to set certain answer options togenerate a deviation when they areselected. The settings allow you to configure the…
Create new lists for dropdown tasks
When you create a task in a form or in a checklist, you have the option to use a dropdown to hold a defined set of answers. You can also…
Use form folders
Having your forms organised in titled folders allows you to quickly and easily locate and use all the forms for one area.To help you organise your forms, you can create…
Manage central forms in a chain
Once you have created forms in a chain, you can manage them by adding tasks, amending, copying or deleting them. This can be done via the web or in the…
