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Forms

Manage standardized compliance forms used across multiple locations for audits, inspections, and reporting

Manage central forms in a chain
Once you have created forms in a chain, you can manage them by adding tasks, amending, copying or deleting them. This...
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Use form folders
Having your forms organised in titled folders allows you to quickly and easily locate and use all the forms for one a...
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Understand deviation settings in forms
When creating or editing tasks in an unpublished form it is possible to set certain answer options togenerate a devia...
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Create a task within a form
One of the ways to create Compliance tasks is within forms. You create the central form for your chain of venues and ...
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Copy an existing form
When creating forms for similar tasks or processes, you can save time by duplicating. Note that changes made on a cen...
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Use best practice to get the most out of forms
As a store manager, you need to use best practices to get the most out of forms, to enhance efficiency and compliance...
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Create forms as a meeting agenda
As a system owner, you may want to create forms as a meeting agenda, to streamline meeting preparations and discussio...
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Check the status of completed forms
As a store manager, you need to check the status of completed forms, to ensure all tasks are completed and compliant....
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Set up severity in forms
Many audits require a pass/fail result. In order to facilitate this (and remain compliant), you can set up a form to ...
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Create a form
Within Compliance, you can create forms for unscheduled checks that need to be carried out sporadically, such as audi...
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Create a downcooling form
Compliance allows managers to create dedicated Downcooling forms and tasks so that food cooling processes can be moni...
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Print sample and expiry labels
Compliance allows food service managers to create and print accurate sample and secondary expiry labels directly from...
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