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 My Location - you can also copy a fridge or freezer task via the Daily Schedule.
Locate and copy a task via My Location > Tasks
Identify the task that you wish to duplicate by browsing or searching.
- Select the Areas/checklists for your store and scroll through the list of areas and select one (for example Temperature Checks) to open the task list.
- Select Search and enter a word (for example ‘cooler’) to search for a task with that word 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 Edit to check that the settings (located in the Answer options panel) and the scheduling frequency are correct for your new task.
Note: Don't change the settings in this task or you may modify it unintentionally.
- Select Back to return to the task list.
- Select Copy on the task that you wish to duplicate. As before, this will open a 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 task list OR select CANCEL to return without saving.
The new task will have a duplicate of the original task's settings. This allows your team to record the temperatures of the new appliance quickly and easily to ensure your food is being stored safely. This process can be repeated for any appliances in your store that require regular settings checks to be recorded.