Overview: Compliance allows you to customise central tasks for your chain and select what you want to display on the daily schedule. Managing the central tasks helps you to keep Compliance updated and relevant to your team’s shifts. It also ensures that all required work is visible and can be completed by the team, keeping standards high.
Note: After creating a task, it must be published to an area. Areas are where tasks are displayed on the daily schedule.
Start from: The Compliance Dashboard.
- Select Tasks > Areas/checklists.
- Select ADD AREA/CHECKLIST
and a popup will open.
- Enter the name of the area that you want to create in the Area/Checklist Name field.
- Tick Mandatory to all users to prevent users from deactivating the area on their account.
- Tick Assign to all users to automatically enable the area for new users when they are created. This can be disabled later if necessary.
Note: It is not possible to tick both Mandatory to all users and Assign to all users.
- Select CONFIRM to create the new area OR select CANCEL to discard it and close the popup.
New areas with published tasks will be shown in the Daily schedule.