Manage users associated with a location
Compliance allows general managers to manage users associated with a location so that they 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
My location
23 articlesAccess or configure current location settings and options.
People
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…
