ID: 5312

Update procedures at a local level

Overview

when making changes to procedures, it is recommended that central-level users notify existing locations of these changes, to maintain consistency and compliance within the locations. This is done at a central level. See Notify existing locations of changes to procedure (central level) for more information. This article describes how to view and accept those changes to procedures on a local level.

Start from the Compliance Overview page.

You’ll see a section named Updates on the Overview page of your location.

Select the Procedures tab. This shows all procedures with recent changes made on a central level, that the central user has chosen to notify existing locations about.
Select the right arrow > next to the procedure update you wish to view.

Note local users with the “Manage tasks locally ("Management mode"), manage actions with location (create, copy, activate/deactivate)" toggle turned on, can see and accept the changes.

Select Acknowledge under the procedure you wish to accept (under the Updates > Procedures section on the Overview page).
Select Accept when you have read and understood the changes made to the procedure.

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Compliance

Categories
Review key metrics in Compliance Access Compliance Add the web app to the home screen of your device Use best practice to get the most out of forms
Get familiar with the Central overview (web)
Assign modules and forms to specific location groups Schedule a form in the Daily Schedule Pause a task at a central level Apply a department to a module Check task structure in Compliance Deviation types in tasks and forms Create processes and tasks within a procedure Create a temperature task Create a task and move it to the relevant area Schedule location pauses (closures) at a central level Create time slots on tasks Add tasks from the central library Set severity levels for tasks Find history for a task (web & app)Create new lists for dropdown tasks Create an area/checklist Create a task - select an area and create a task within it Enable or disable an area
Find your waste history Get familiar with the Central overview (app)
Set up severity in forms Copy a module at a central level Check the status of completed forms Create forms as a meeting agenda Copy an existing form Create a task within a form Understand deviation settings in forms Use form folders Manage central forms in a chain Create the central forms of a chain
Create a process Activate a process on a group See previous versions of a procedure Create a procedure Update procedures at a local level Edit procedures locally Find documents within a procedure (app)Create procedures PDF reports Update procedures at a central level
Export locations to Excel Add a location to a group Pause all locations in a chain
Respond to deviation reports
Answer scheduled tasks Filter to see assigned deviations Hide completed checklists Recognise comments and attachments on the Daily Schedule Add an attachment to a task on a local level (app)Find documents on the daily schedule (web and app)Work with missed or unanswered tasks Add an attachment to a task on a local level (web)
Copy a task in a form Fill out a form (web)Fill out a form (mobile app)
Manage users associated with a location Access your profile in Compliance Add a business group to a user Manage time slots on tasks Find business details for a location Enable and disable processes (web)Schedule location pauses (closures) for the future Add, change, and remove users (app)Add, change and remove users (web)
Understand the Deviation Action Plan
View the history of an Area or Checklist on the web

Compliance

Categories

Overview

Related Articles

Update procedures at a central level

Create procedures PDF reports

Edit procedures locally

Find documents within a procedure (app)

Create a procedure

See previous versions of a procedure

Create a process

Activate a process on a group

Search

Compliance

Categories