ID: 5243

Find documents on the daily schedule (web and app)

Overview

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 by chain managers for all establishments in that chain, or locally, for a single location. This article covers how to quickly find documents on the daily schedule on both the web and app.

See Add documents to the daily schedule (web) and (app) for more information on adding attachments to the Daily schedule.

On the Web

Start from The Daily Schedule.

Select the module (for example, cleaning, goods receival, food safety opening checks…) for which you wish to view the documents.
Select the particular task for which you wish to view the documents.
Select See more.

A pop-up window will appear showing the task’s details. You’ll find any documents attached under the Description & Attachments section.

Select View to see a preview of the documents and Download to download them to your computer.

On the Compliance app

Start from: The Daily Schedule.

Select the module (for example, cleaning, goods receival, food safety opening checks…) for which you wish to view the documents.

Select the particular task for which you wish to view the documents.

Select See more (the ‘i’ icon).

In the task details page that appears, you’ll see any documents attached in the Task attachments section.

Select View to see a preview of the documents and More > Download to download them to your device.

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Compliance

Categories
Smart Analysis in Compliance Access your profile in Compliance Offline mode in the Compliance app An overview of Compliance Access Compliance Add the web app to the home screen of your device
View the history of an Area or Checklist on the app Moderate images and attachments on Compliance Download exports from the central overview Get familiar with the Central overview (web)Get familiar with the Central overview (app)
Change the procedure or module of a task Pause a task at a central level Apply a department to a module Create processes and tasks within a procedure Create a process Activate a process on a group Copy a module at a central level Schedule a form in the Daily Schedule Assign modules and forms to specific location groups Check task structure in Compliance Create a temperature task Create a task and move it to the relevant area Create time slots on tasks Add tasks from the central library Set severity levels for tasks Create new lists for dropdown tasks Create an area/checklist Enable or disable an area Create a task - select an area and create a task within it
Create a form Set up severity in forms Check the status of completed forms Create forms as a meeting agenda Use best practice to get the most out of forms Copy an existing form Create a task within a form Understand deviation settings in forms Create new lists for dropdown tasks Use form folders Manage central forms in a chain
See previous versions of a procedure Create a procedure Update procedures at a central level
Add a business group to a user Manage permissions for modules, forms and checklists Email notifications in Compliance Add, change, and remove users (app)Add, change and remove users (web)
Organise my Compliance locations with categories Export locations to Excel Manage API connections in Compliance Schedule location pauses (closures) at a central level Add a location to a group Pause all locations in a chain
Deviation types in tasks and forms Manage central Deviation Action Plan settings
Review key metrics in Compliance
Communicate with your team in Compliance
Local Overview in Compliance Respond to deviation reports Download data for auditing ("Previous answers report")Update procedures at a local level Find your waste history
Complete a task with the Bluetooth thermometer Answer scheduled tasks Manage, edit, delete tasks (app)Filter to see assigned deviations Hide completed checklists Create local tasks within a local area on your device Recognise comments and attachments on the Daily Schedule 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)Find history for a task (web & app)Copy a fridge or freezer task on the app Copy a fridge or freezer task on the web
Copy a task in a form Use best practice to get the most out of forms Fill out a form (web)Fill out a form (mobile app)
Copy a fridge or freezer task via My Location Find documents within a procedure (app)Manage users associated with a location Create and manage local tasks on the web Email notifications in Compliance Manage time slots on tasks Update procedures at a local level Edit procedures locally Add tasks from the central library Create procedures PDF reports Add an attachment to a task on a local level (app)Create, edit and delete local areas (app)Find business details for a location Create, edit and delete local areas (web)Enable and disable processes (web)Enable and disable processes (app)Pause a location in the app Pause a location on the web Schedule location pauses (closures) for the future Add, change, and remove users (app)Add, change and remove users (web)Copy a fridge or freezer task on the app Copy a fridge or freezer task on the web
Deviation types in tasks and forms Understand the Deviation Action Plan
View answer history organised by module Track answer history Find your waste history View the history of an Area or Checklist on the web

Compliance

Categories

Overview

On the Web

On the Compliance app

Related Articles

Complete a task with the Bluetooth thermometer

Answer scheduled tasks

Manage, edit, delete tasks (app)

Filter to see assigned deviations

Hide completed checklists

Create local tasks within a local area on your device

Recognise comments and attachments on the Daily Schedule

Work with missed or unanswered tasks

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

Find history for a task (web & app)

Search

Compliance

Categories