Getting started
Local Overview in Compliance
The Local Overview screen is designed to provide a snapshot of key compliance metrics and…
Local level
49 articlesManage compliance at the individual site level with location-specific settings and tasks
Overview
Respond to deviation reports
Compliance allows general managers to respond to deviation reports to ensure that all operational issues…
Download data for auditing ("Previous answers report")
Often you may find it useful to quickly generate date-specific reports for auditing purposes. The…
Update procedures at a local level
when making changes to procedures, it is recommended that central-level users notify existing locations of…
Daily Schedule
Complete a task with the Bluetooth thermometer
Temperature control tasks require temperature measurement with an external thermometer. You can connect your Bluetooth…
Answer scheduled tasks
To stay on top of compliance duties, it's important to ensure scheduled tasks are answered…
Manage, edit, delete tasks (app)
One of the most common workflows in Compliance, you can manage, edit, and delete tasks…
Filter to see assigned deviations
It is possible to filter deviations on the Daily Schedule and on the Overview page,…
Hide completed checklists
If you're looking to simplify the view on the Daily Schedule, it's possible to hide…
Create local tasks within a local area on your device
As a store manager, you want to create local tasks within a local area on…
Recognise comments and attachments on the Daily Schedule
To stay updated on team communications and related documents,you may need to know about comments…
Find documents on the daily schedule (web and app)
Compliance allows you to add documents (called Attachments) to the daily schedule. These can be,…
Work with missed or unanswered tasks
teams or managers can sometimes forget to answer tasks, either because they didn’t have time,…
Forms
Manually record downcooling data in a form
As a food service manager, you may need to manually record downcooling data in a…
Copy a task in a form
When creating tasks in a form, you can save time by duplicating tasks.In order 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…
Fill out a form (web)
Forms in Compliance are checklists that can be opened and answered by users at any…
My location
Copy a fridge or freezer task via My Location
Compliance allows you to create tasks to monitor processes or settings, such as the temperatures…
Find documents within a procedure (app)
While you're on the go, you may need to quickly review company documents or get…
Manage users associated with a location
Compliance allows general managers to manage users associated with a location so that they can…
Create and manage local tasks on the web
Compliance allows general managers to manage local tasks so that they can ensure that their…
Email notifications in Compliance
Compliance allows store managers to receive email notifications so that they can stay informed about…
Manage time slots on tasks
Time slots is a new feature that divides the working day into groups. Time slots…
Update procedures at a local level
when making changes to procedures, it is recommended that central-level users notify existing locations of…
Edit procedures locally
store managers may want to edit procedures for their location, to tailor them to specific…
Add tasks from the central library
Compliance allows you to add tasks from the central library, to leverage the tasks your…
People
Manage users associated with a location
Compliance allows general managers to manage users associated with a location so that they can…
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…
Processes
Enable and disable processes (web)
Processes that have active control, routines that are active and tasks that appear on the…
Enable and disable processes (app)
Processes that have active control, routines that are active and tasks that appear on the…
Procedures
Find documents within a procedure (app)
While you're on the go, you may need to quickly review company documents or get…
Update procedures at a local level
when making changes to procedures, it is recommended that central-level users notify existing locations of…
Edit procedures locally
store managers may want to edit procedures for their location, to tailor them to specific…
Tasks
Copy a fridge or freezer task via My Location
Compliance allows you to create tasks to monitor processes or settings, such as the temperatures…
Create and manage local tasks on the web
Compliance allows general managers to manage local tasks so that they can ensure that their…
Add tasks from the central library
Compliance allows you to add tasks from the central library, to leverage the tasks your…
Add an attachment to a task on a local level (app)
Compliance allows you to add documents (called Attachments) to tasks that you can see on…
Create, edit and delete local areas (app)
Local areas, unlike central areas, are shown only for a particular location and not for…
Create, edit and delete local areas (web)
Local areas, unlike central areas, are shown only for a particular location and not for…
Copy a fridge or freezer task on the app
You can duplicate tasks to help manage your system more efficiently. A common requirement is…
Business details
Time slots
Location closures
Waste
Deviation action plan
Compliance history
View answer history organised by module
Compliance allows general managers to view answer history organised by module so that they understand…
Track answer history
Tracking tasks can be done on several levels by viewing the percentage of tasks completed…
Find your waste history
Store managers will need to be able to view their location’s waste history to monitor…
