Close financial budgets

Start from: The Analytics dashboard.

Accessing the budget closure module

Navigate to Financial Statements > Close budgets.

A table will display all registered budgets along with their details. The table consists of the following columns:
- Budget: Displays the name and purpose of the budget.
- Business Unit: Identifies the associated business unit.
- Year: Specifies the year of the budget.
- Month: Indicates the applicable month.
- Status: Shows whether the budget is Open or Closed.
- Closed by: Identifies the user who locked the budget (only visible if closed).
- Open or Close Budget: An interactive toggle allows switching the budget status.

Closing a budget

Locate the budget you want to close. You can use the Filter or Filter by Business Unit to narrow down the search.
Select the toggle in the last column to change the status to Closed.
The Closed by column will now display your name and the date of the closure.

Closing multiple budgets at once

Select the Close all button at the top of the table.
All budgets in the list will be locked simultaneously.

Reopening a budget

Select the toggle to open an individual budget.
If necessary, select the Open all button to revert the closure.
The budget(s) will return to an editable state.

Review user logins to Mapal OS

Start from: The Mapal OS Configuration module.

Navigate to User Management > User Logins.

The User Logins screen shows you a grid with five columns: name, email, profile, last logged in, and type.

On this screen, you can also find a series of features:

Search: Use the search button to find users by name or email.

Filter: You can filter by period (from, to) and by user profile.

Export to CSV: You can export all the data visible on the grid to a CSV file.

Counter: Placed in the header, it shows the number of user logins.

Preview surveys in Reputation

Start from: The Reputation dashboard.

Select Configuration > On Site.

Select Surveys.

You can preview surveys during creation or open existing surveys to preview them.

Select the survey from the Surveys grid OR select + New to create a new survey.

Once inside the survey configuration, select the Preview button.

In the preview window, you will be able to:
- Review colors, fonts, logos, and other design elements to ensure they match your branding and are displayed correctly.
- Run the survey in a pre-publication mode to identify any issues and ensure everything functions correctly.
- Confirm that all branching paths, conditional questions, and the overall order of questions are logical and coherent.

You can always select Return to go back to the configuration and adjust as needed.

Use the responsive panel to preview the survey in desktop, tablet, and mobile version.

Select the Restart button to start the survey again.

If you are creating a new survey, follow all the steps for survey creation and then select Preview.

To know more about survey creation, see Manage surveys in Reputation.

Review received feedback

Start from: The Mapal One dashboard.

Select Career > Evaluations from the main menu.

Select the Evaluations tab.

There’s a side panel where you can see the evaluations given, received, and create new evaluations. Select the Received tab in the side panel.

You’ll see a list of all the evaluations received. Select the specific evaluation you wish to review.

The Feedback Received from window will appear with an overview of the evaluation. Here, you’ll be able to see:
- Name of the evaluator
- Role
- Branch
- Total average
- Name of the evaluation
- Score

Select See All Answers to view the detailed responses of the evaluator.

Once the evaluation is reviewed, you can select Return to go back to the evaluation overview OR X to return to the list.

Manage chat moderation for flagged messages

Start from: the Engagement dashboard

Navigate to Chat > Reported messages.
The number of pending reported messages appears next to the menu name in brackets, helping you easily identify when new action is needed. A dot also appears on the chat icon to indicate when there are pending items to review.

Each report in the grid includes:
- Author: shows who sent the reported message.
- Group chat name: displays the name of the chat or group where the message was posted (for example, Our team or All Group chat).
- Message: includes a preview of the reported content. Select the eye icon to open the full message, including any attached images.
  - Reported text or images: appear in the Message column.
  - Reported voice notes: appear in a dedicated Reported voice notes section.

- Reported by: indicates who flagged the message as inappropriate.
- Reported date: shows when the message was reported.
- State: displays the current moderation status, such as Pending, Reviewed, Rejected, Deleted, or Suspended.

Select the Action menu (three dots) in the message's row to take various types of actions:
- Suspend the user on channel: This will disable the user from using the channel for 24 hours; hover over the suspended status tag to find out when the suspension is due to end.
- Suspend user globally: This will disable the user from using the system for 24 hours; hover over the suspended status tag to find out when the suspension is due to end.
- Ban user on channel: This will permanently ban the user from the channel. You can Remove the channel ban later.
- Ban user globally: This will permanently ban the user from the system. You can Remove the global ban later.
- Delete message: This will remove the message from the users’ view, but it will stay on the system for managers to view.
- Reject: The flagging is rejected. This is mostly used when the message was flagged by mistake or does not break any rule.

Note: Only Engagement admins with the Can moderate reported messages permission can access the Reported messages page and take moderation actions. This permission does not require full Level 0 access, making it suitable for local or regional moderators.

Supervise employee modification proposal

Start from: The Workforce module.

Select Workforce Management > Supervise Proposals from the main menu.

Choose the Work Center where you want to carry out the supervision of the employment condition modification.
Select the Status of the proposal to be supervised.
Under Supervision, choose between Supervised, Unsupervised, or All proposals.
Select Edit if you wish to make any changes to the proposal.
If you want the proposal to appear as supervised, you must select the Gray Circle next to the proposal. The circle will change to green, reflecting that the proposal is now Supervised.

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Connect to Google My Business

Start from: Google My Business.

Go to the Google My Business site at https://www.google.com/business/
Select the venue you want to track in Reputation from the list.

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Select the 3 dots menu and locate Business Profile Settings.

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Go to Managers and add [email protected] with Manager privilege.

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Once you add Reputation as user to your location, go back to the Reputation module in Mapal OS.
Your business will now appear in the Business Units table. When the location is linked, it is displayed with the red Google icon.

Notes: To properly link the location to Reputation, you need to have the location verified in Google My Business. See Verify your business on Google.

Understand Sentiment and Visibility

Start from: The Reputation module.

Sentiment

Select Sentiment from the main menu.

Sentiment analyses the written review rather than the score. For example, a customer may make a mistake and post a review that may have a score of 1 and a review that says the restaurant is excellent, in this case, the score is low, but the sentiment is high.

The following graph analyses the percentage of positive reviews versus total reviews.

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The following section shows the evolution of the reviews according to their nature, the percentage evolution, and the variation compared to the benchmark.

The following graph shows a general view of the overall sentiment, detailing the total amount of positive reviews versus negative ones.

The last graph analyses which words are used most frequently in both positive (green) and negative (red) reviews.

Visibility

The visibility tool shows the total number of reviews, the absolute and percentage variation over the previous year, and the previous period.

Select Visibility from the main menu.

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The following graph shows the evolution of the opinions according to their nature, the evolution percentage, and the variation concerning the benchmark.

Understand photo analysis

Start from: The Reputation module.

Select Photos from the main menu.

You’ll find two tabs in the Photos menu: Dashboard and Photos.

- In Photos, you’ll find the photos that have been uploaded.
- The Dashboard shows graphs that analyze the photos in which food or people appear.

The following graph shows the number of men and women that appear in the photos and average age.

You’ll also find a breakdown of the types of food that appear most in the photos.
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Find documents within a procedure (app)

Start from: the Compliance App.

Select My Location > Procedures.
Select a specific procedure (Food Safety, for instance):

Within this procedure, you will find documents under the heading Local/Central documents.

Note: you can also add/remove local attachments via the gear icon. You can only change the local description on the web.