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Compliance

Compliance

Categories

  • Access your profile in ComplianceOffline mode in the Compliance appAn overview of ComplianceAccess ComplianceAdd the web app to the home screen of your device
    • Download exports from the central overviewView the history of an Area or Checklist on the appModerate images and attachments on ComplianceGet familiar with the Central overview (web)Get familiar with the Central overview (app)
    • Change the procedure or module of a taskAssign modules and forms to specific location groupsSchedule a form in the Daily SchedulePause a task at a central levelApply a department to a moduleCheck task structure in ComplianceCreate processes and tasks within a procedureCreate a processActivate a process on a groupCreate a temperature taskCreate a task and move it to the relevant areaCopy a module at a central levelCreate time slots on tasksAdd tasks from the central librarySet severity levels for tasksCreate new lists for dropdown tasksCreate a task - select an area and create a task within itEnable or disable an areaCreate an area/checklist
    • Set 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 chainCreate the central forms of a chain
    • See previous versions of a procedureCreate a procedureUpdate procedures at a central level
    • Add a business group to a userEmail notifications in ComplianceManage permissions for modules, forms and checklistsAdd, change, and remove users (app)Add, change and remove users (web)
    • Manage API connections in ComplianceOrganise my Compliance locations with categoriesExport locations to ExcelSchedule location pauses (closures) at a central levelAdd a location to a groupPause all locations in a chain
    • Deviation types in tasks and formsManage central Deviation Action Plan settings
    • Review key metrics in Compliance
    • Communicate with your team in Compliance
    • Local Overview in ComplianceRespond to deviation reportsDownload data for auditing ("Previous answers report")Download Compliance data for auditingUpdate procedures at a local levelFind your waste history
    • 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 task in a formUse best practice to get the most out of formsFill out a form (web)Fill out a form (mobile app)
    • Manage users associated with a locationCreate and manage local tasks on the webCopy a fridge or freezer task via My LocationEmail notifications in ComplianceManage time slots on tasksUpdate procedures at a local levelFind documents within a procedure (app)Edit procedures locallyCreate procedures PDF reportsAdd tasks from the central libraryFind business details for a locationAdd an attachment to a task on a local level (app)Create, edit and delete local areas (app)Enable and disable processes (app)Enable and disable processes (web)Create, edit and delete local areas (web)Pause a location in the appSchedule location pauses (closures) for the futurePause a location on the webAdd, 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
    • Deviation types in tasks and formsUnderstand the Deviation Action Plan
    • View answer history organised by moduleTrack answer historyFind your waste historyView the history of an Area or Checklist on the web

Procedures

3 articles

Define and document operational procedures to maintain compliance with industry regulations

See previous versions of a procedure

Compliance allows store managers to see previous versions of a procedure so that they can track changes and understand the evolution of their processes.

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Create a procedure

procedures are like guides for locations on how to carry out specific activities within Tasks on Compliance. These must be created at a central level, but can edited for specific…

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Update procedures at a central level

when making changes to procedures, it is recommended that central-level users notify existing locations of these changes, to maintain consistency and compliance across all locations. This article describes how to…

Read article
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Compliance

Compliance

Categories

  • Access your profile in ComplianceOffline mode in the Compliance appAn overview of ComplianceAccess ComplianceAdd the web app to the home screen of your device
    • Download exports from the central overviewView the history of an Area or Checklist on the appModerate images and attachments on ComplianceGet familiar with the Central overview (web)Get familiar with the Central overview (app)
    • Change the procedure or module of a taskAssign modules and forms to specific location groupsSchedule a form in the Daily SchedulePause a task at a central levelApply a department to a moduleCheck task structure in ComplianceCreate processes and tasks within a procedureCreate a processActivate a process on a groupCreate a temperature taskCreate a task and move it to the relevant areaCopy a module at a central levelCreate time slots on tasksAdd tasks from the central librarySet severity levels for tasksCreate new lists for dropdown tasksCreate a task - select an area and create a task within itEnable or disable an areaCreate an area/checklist
    • Set 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 chainCreate the central forms of a chain
    • See previous versions of a procedureCreate a procedureUpdate procedures at a central level
    • Add a business group to a userEmail notifications in ComplianceManage permissions for modules, forms and checklistsAdd, change, and remove users (app)Add, change and remove users (web)
    • Manage API connections in ComplianceOrganise my Compliance locations with categoriesExport locations to ExcelSchedule location pauses (closures) at a central levelAdd a location to a groupPause all locations in a chain
    • Deviation types in tasks and formsManage central Deviation Action Plan settings
    • Review key metrics in Compliance
    • Communicate with your team in Compliance
    • Local Overview in ComplianceRespond to deviation reportsDownload data for auditing ("Previous answers report")Download Compliance data for auditingUpdate procedures at a local levelFind your waste history
    • 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 task in a formUse best practice to get the most out of formsFill out a form (web)Fill out a form (mobile app)
    • Manage users associated with a locationCreate and manage local tasks on the webCopy a fridge or freezer task via My LocationEmail notifications in ComplianceManage time slots on tasksUpdate procedures at a local levelFind documents within a procedure (app)Edit procedures locallyCreate procedures PDF reportsAdd tasks from the central libraryFind business details for a locationAdd an attachment to a task on a local level (app)Create, edit and delete local areas (app)Enable and disable processes (app)Enable and disable processes (web)Create, edit and delete local areas (web)Pause a location in the appSchedule location pauses (closures) for the futurePause a location on the webAdd, 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
    • Deviation types in tasks and formsUnderstand the Deviation Action Plan
    • View answer history organised by moduleTrack answer historyFind your waste historyView the history of an Area or Checklist on the web
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