Overview: Compliance allows you to add documents (called Attachments) to tasks that you can see on your Daily schedule. These can be, for example, forms to print or flowcharts explaining a routine. Attachments 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 attachments to tasks on the daily schedule on the app. See Add an attachment to a task on a local level (web) for more information on this process via the web.
Start from: The Daily Schedule.
- Select My location.
- Select Tasks.
- Select the arrow to open Areas/checklists.
- Select Edit.
- Navigate to Attachments.
- Select Add file. Note: in order to be able to open it directly in the app without having to download it, the file needs to be in PDF format
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.