Add an attachment to a task on a local level (web)

Overview: Compliance allows you to add documents (called Attachments) to the tasks on your Daily schedule. These can be, for example, forms to print or flowcharts explaining a routine. Documents can be uploaded centrally by chain managers for all establishments in that chain, or locally, for a single location. This article covers how to add documents to the tasks on the Daily schedule on the web. See Add an attachment to a task on a local level (app) for more information on this process via the app.

Start from: The Daily Schedule.

• Select a task from the Daily Schedule using See more (the ‘i’ icon).

Here you’ll be able to see any existing attached documents.

• Select EDIT.

Note: you’ll see a message at the top of the Settings section informing you that the changes you make here will apply only for the task in this location and giving you the option to edit the task centrally (for all locations).

• Scroll down to the Attachments section OR select Attachments from the sections menu.
• Select the ADD FILE button and select your document.
• Select Save.

Note: if your attachment is in multiple languages, you'll need to add the document for each language for it to be visible on all settings.