Start from: The Daily Schedule.
- Select My location > Business details in the main menu.
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You’ll see an summary of the business, including:
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The Business Overview, showing categories that describe the site (e.g. populations served, special groups, or services offered).
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The different modules configured (e.g. Food safety, Fire checks).
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The tasks belonging to each module.
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Task information such as Frequency and Date scheduled.
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Select the PRINT button to print or save the Business details as a PDF.
Business Overview categories
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Customers can define their own categories (e.g. “Serves elderly residents”, “Caters to children”, “Provides diet-specific menus”).
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There is no limit on the number of categories that can be created.
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Categories can be searched under Locations to quickly find which sites meet a particular criteria.
Example: a manager could search for all locations serving “risk groups” across the organisation.
