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Categorías
El Categorías feature in Compliance provides an enhanced level of organisation, allowing you to classify locations beyond location groups. This functionality enables you to categorise locations by specific concepts, attributes, or operational needs unique to their chain. By defining custom categories and sub-items, you can tailor the system to better reflect your organisational structure and priorities.
Examples of Categories and Items
- Risk Groups: Elderly, infirm, pregnant women, special diets
- Licenses: Food Premise Registration, sale of alcohol/liquor licenses, sale of tobacco products
- Certifications: ISO, MSG, ECO
- Concepts: Sushi, meze, font of house, kitchen
- Facilities Services: Reception services, post room, cleaning services, security services, accommodation booking.
Create a category
- Navegar a Chain management > Categories.
- Seleccionar + Create Category.
- Entrar en el Nombre of the category. Add translations for the category name in multiple languages if required.
- Seleccionar Crear. The category will now appear on the list.
Manage an existing category
Add a Category Item
- Seleccione una specific category de la lista.
- Seleccionar + New Category Item in the right panel.
- Entrar en el Nombre of the category item. Add translations for the category item name in multiple languages if required.
- Seleccionar Crear. The category item will now appear on the list of items for that category.
Editar
- Seleccione una specific category de la lista.
- Seleccionar Editar categoría in the right panel.
- Update the Nombre in all available languages.
- Seleccionar Editar. The category will now appear with the new name.
Borrar
- Seleccione una specific category de la lista.
- Seleccionar Borrar in the right panel.
- A confirmation pop-up will appear. Select Yes, Delete to complete the removal O Cancelar to go back.
View location categories
- Navegar a Gestión de la cadena > Ubicaciones.
- The grid displays the categories assigned to each location.
Assign or unassign categories to a location
- Navegar a My Location > Business Details within the location's settings.
- Seleccione el plus (+) sign to add a category or the X to remove one.
