ID: 5289

Edit procedures locally

Descripción general

store managers may want to edit procedures for their location, to tailor them to specific needs or changes in operations. Whilst procedures are centrally created and it isn’t possible to create fully local procedures, it is possible to create local versions of centrally created procedures.

Start from the Compliance web dashboard.

Seleccionar My location > Procedures from the main menu.
Select the procedure you’d like to make changes to.
Seleccione el EDIT button.

Here you’ll see that there is a text box for the central description and another for the local description.

Enter a description specifically for the location in the Local description box OR select Copy central description to copy this text and make changes to it.
Seleccionar Sync roll to synchronise the pages.

Note select Full screen to make the text boxes larger.

Seleccionar Preview to see what these procedure descriptions will look like for staff members who enter the app and read the procedures.
Seleccionar Save when you finish editing the procedure.

Note you can find information about the visibility of the descriptions under the text boxes with a tick or cross on it.
A pop-up window with a text box will appear asking you to enter a description of your change. This is useful if there have been important changes to procedures that staff members must be aware of.

Enter the change description.
Seleccionar Publish new version.

Nota: if you create a local version of the procedure, only this one will be shown to users and it won't automatically update if changes are done on a central level.

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Cumplimiento de acceso Añade la aplicación web a la pantalla de inicio de tu dispositivo Utilice las mejores prácticas para aprovechar al máximo los formularios
Set up severity in forms Copy a module at a central level Comprobar el estado de los formularios completados Create forms as a meeting agenda Copy an existing form Crear una tarea dentro de un formulario Understand deviation settings in forms Use form folders Manage central forms in a chain Create the central forms of a chain
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Asignar módulos y formularios a grupos de ubicaciones específicos Programe un formulario en la Agenda Diaria 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 task and move it to the relevant area Create a temperature task 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)Crear nuevas listas para tareas desplegables Create an area/checklist Create a task - select an area and create a task within it Enable or disable an area
Organise my Compliance locations with categories Export locations to Excel Agregar una ubicación a un grupo Pause all locations in 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 Buscar documentos dentro de un procedimiento (app)Create procedures PDF reports Update procedures at a central level
Manage users associated with a location Access your profile in Compliance Agregar un grupo empresarial a un usuario Manage permissions for modules, forms and checklists Add, change, and remove users (app)Add, change and remove users (web)
Manage central Deviation Action Plan settings Comprender el plan de acción en caso de desviación
Responder tareas programadas Filter to see assigned deviations Ocultar listas de verificación completadas Reconocer comentarios y archivos adjuntos en el Programa Diario 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)
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