Overview: Compliance allows you to add documents (called Attachments) to the 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 quickly find documents on the daily schedule on both the web and app.
See Add documents to the daily schedule (web) and (app) for more information on adding attachments to the Daily schedule.
On the Web
Start from: The Daily Schedule.
- Select the module (for example, cleaning, goods receival, food safety opening checks…) for which you wish to view the documents.
- Select the particular task for which you wish to view the documents.
- Select See more.
A pop-up window will appear showing the task’s details. You’ll find any documents attached under the Description & Attachments section.
- Select View to see a preview of the documents and Download to download them to your computer.
On the Compliance app
Start from: The Daily Schedule.
- Select the module (for example, cleaning, goods receival, food safety opening checks…) for which you wish to view the documents.
- Select the particular task for which you wish to view the documents.
- Select See more (the ‘i’ icon).
In the task details page that appears, you’ll see any documents attached in the Task attachments section.
- Select View to see a preview of the documents and More > Download to download them to your device.