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    Compliance

    Compliance

    Categories

    • Smart Analysis in ComplianceAccess your profile in ComplianceOffline mode in the Compliance appAn overview of ComplianceAccess ComplianceAdd the web app to the home screen of your device
      • View the history of an Area or Checklist on the appModerate images and attachments on ComplianceDownload exports from the central overviewGet familiar with the Central overview (web)Get familiar with the Central overview (app)
      • 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 downcooling formCreate 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
      • See previous versions of a procedureCreate a procedureUpdate procedures at a central level
      • Add a business group to a userManage permissions for modules, forms and checklistsEmail notifications in ComplianceAdd, change, and remove users (app)Add, change and remove users (web)
      • Organise my Compliance locations with categoriesExport locations to ExcelManage API connections in ComplianceSchedule 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")Update 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
      • Manually record downcooling data in a formCopy a task in a formUse best practice to get the most out of formsFill out a form (web)Fill out a form (mobile app)
      • 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
      • Track and reduce waste
      • 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

    Daily Schedule

    13 articles

    Plan and track daily compliance activities to ensure adherence to policies and procedures

    Complete a task with the Bluetooth thermometer

    Temperature control tasks require temperature measurement with an external thermometer. You can connect your Bluetooth thermometer to the Compliance app on your mobile device and register the temperature easily on…

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    Answer scheduled tasks

    To stay on top of compliance duties, it's important to ensure scheduled tasks are answered regularly. This article describes this process for both the web and app versions of Compliance.…

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    Manage, edit, delete tasks (app)

    One of the most common workflows in Compliance, you can manage, edit, and delete tasks in both the web and app. Here, we look at this process on the app.…

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    Filter to see assigned deviations

    It is possible to filter deviations on the Daily Schedule and on the Overview page, to show only those that are assigned to you. This is available on both on…

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    Hide completed checklists

    If you're looking to simplify the view on the Daily Schedule, it's possible to hide completed checklists. Follow the guide below for more information.

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    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 your device, to address location-specific compliance needs.

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    Recognise comments and attachments on the Daily Schedule

    To stay updated on team communications and related documents,you may need to know about comments and attachments on the Daily Schedule. This guide will walk you through the process.

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    Find documents on the daily schedule (web and app)

    Compliance allows you to add documents (called Attachments) to the daily schedule. These can be, for example, forms to print or flowcharts explaining a routine. Documents can be uploaded centrally…

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    Work with missed or unanswered tasks

    teams or managers can sometimes forget to answer tasks, either because they didn’t have time, or because they couldn’t log in or some other technical issue. When this happens, it…

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    Add an attachment to a task on a local level (web)

    Compliance allows you to add documents (called Attachments) to the tasks on your Daily schedule. These can be, for example, forms to print or flowcharts explaining a routine. Documents can…

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    Find history for a task (web & app)

    Accessing the history of a single task allows you to maintain oversight of progress or any outstanding deviations. You can also access the history for reports and evidence of compliance…

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    Copy a fridge or freezer task on the app

    You can duplicate tasks to help manage your system more efficiently. A common requirement is to copy the task for a fridge or freezer temperature check. This can be done…

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    Copy a fridge or freezer task on the web

    Compliance allows you to create tasks to monitor processes or settings, such as the temperatures of kitchen appliances. Once set up, you can duplicate these tasks to help manage your…

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    Compliance

    Compliance

    Categories

    • Smart Analysis in ComplianceAccess your profile in ComplianceOffline mode in the Compliance appAn overview of ComplianceAccess ComplianceAdd the web app to the home screen of your device
      • View the history of an Area or Checklist on the appModerate images and attachments on ComplianceDownload exports from the central overviewGet familiar with the Central overview (web)Get familiar with the Central overview (app)
      • 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 downcooling formCreate 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
      • See previous versions of a procedureCreate a procedureUpdate procedures at a central level
      • Add a business group to a userManage permissions for modules, forms and checklistsEmail notifications in ComplianceAdd, change, and remove users (app)Add, change and remove users (web)
      • Organise my Compliance locations with categoriesExport locations to ExcelManage API connections in ComplianceSchedule 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")Update 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
      • Manually record downcooling data in a formCopy a task in a formUse best practice to get the most out of formsFill out a form (web)Fill out a form (mobile app)
      • 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
      • Track and reduce waste
      • 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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