Overview: Compliance allows store managers to create processes and tasks within a procedure so that they can ensure consistency and compliance with company standards.
Start from: The Compliance dashboard.
Select Tasks > Setup from the main menu.
Select the Module where your procedure is located.
If you haven’t created a procedure in the module yet, see Create a procedure.
Create a process within a procedure
Once inside the module, scroll down to Processes and select New Process.
Add the name of the new process on the Label field.
Select Save.
In your newly created process, select Procedures.
Select the ^ button beside Connected to other processes.
Check the box of the procedure or procedures you want to link to your new process.
Select Save.
Now the process you created is linked to the procedure.
Assign a process to a location
Select Tasks > Setup from the main menu.
Select the module where your new process is located.
Select your process.
Select the three dots at the top of the page and press Enable.
Search and select the locations that need the new process.
Select Save.
Create a task within a procedure
Tasks can be associated with a procedure at the moment of creation. You can then move them to the specific areas where you want them to be published.
To create a task associated with a procedure and assign it to an area, see Create a task and move it to the relevant area.
View your new process or task on a location
View tasks
Select Choose location from the main menu.
Select the area where you assigned the task on the Daily Schedule and locate the task.
View processes
Select My location > Processes from the main menu.
See your new process active.
Select the process to see which procedures and tasks that are connected to it.