Overview: Compliance allows you to create tasks to monitor processes or settings, such as the temperatures of kitchen appliances. Once set up, you can duplicate these tasks to help manage your system more efficiently. A common requirement is to copy the task for a fridge or freezer temperature check. This can be done on the web (detailed here) or you can also copy a fridge or freezer on the App.
Start from: The Daily schedule.
There are two routes to locating the task you wish to duplicate. This shows how to do it via the Daily Schedule - you can also copy a fridge or freezer task via My Location.
Locate and copy a task via the Daily Schedule
- Select Daily Schedule
.
- You’ll be able to see the Areas per Tiles or Checklists. Select the Area where the task you want to duplicate is.
- Once in the checklist view, select
to change the active week if necessary.
- Select the relevant day to view the areas containing the tasks.
- Select the area or checklist that you require (for this example Temperature Checks) to open the task list.
- Scroll through the task list to locate the task you want to copy OR select Search
to search for a relevant task. For example, enter ‘production’ to show tasks with ‘production’ in the title.
Note: Try to copy a task with the same settings as the new one you want so that the settings, answer options and scheduling are also duplicated.
- Select the task name OR
to open the task. You should see the answer (i.e., what the correct status of the check should be) in the open task.
- Select
to open a window showing the task settings. These are located in the Answer options panel.
- Select Copy
to duplicate the task. This will open the TASK LABEL pop-up for your new task.
- Amend the label to reflect the name of your new task.
- Select CONFIRM to save the new task label and return to the area list OR select CANCEL to return without saving.