Creating Outlet Monitoring Check- Head Office

Introduction

This guide explains how to schedule and review monitoring checks on various Outlets.

This feature is particularly useful if there are processes that require Head Office users to check for compliance from their view by creating a list of tasks to be checked off in Outlets

     for example Head Office can monitor weekly cleaning schedules when Outlets enter this detail on Monitoring.

Assumptions

When a Monitoring Check is Setup it will be communicated with Outlets so that they complete them.

Where to find this

Click in Head Office> OUTLETS > MONITORING

Step-by-step guide

 Step 1. Click 'Monitoring Items'

See there is a field on the right called Monitoring Type. This is configured by IndiCater. Please let IndiCater support know what you want in this drop down, for example Head office audits, outlet audits etc. You can then create a different list of monitoring checks for each monitoring type.

Select the Monitoring Type.

Click 'Add Section', Type the name you want the Main subject to be, for example Health and Safety

Click 'Add Sub-Section', enter the heading in the section, this could be departmental breakdown

For example Sub section Kitchen, FOH, Outdoor Seating Area.

Click 'Add Item' for the individual Tasks ,there will be dropdowns for you to select which Sub section the task will go into.

There is no upper limit to how many Sections you may create, how may Sub Sections or how many Items in a Sub Section.

NOTE: There is a Automatic Fail tick box when you add items, this is a useful tool when you have important issues you want to use to determine the outcome of entire report, 

For example below, there is an item that is a precondition that is important, marking it as Automatic fail is a good way of highlighting the importance of the condition. If this condition is then not met the entire audit is a fail.

You may also tag all the audit items as Automatic Fail if all the items are critical, for example in a Health and Safety Check you may want all conditions to be recognised as fail points if not met.   

Step 2. Schedule your Monitoring Checks as follows:

Click 'Monitor Outlets'

Click 'Schedule Monitoring Checks', Add Monitoring Check Screen will open.

Enter the required field as summarised below:

Outlet: Select from dropdown the Outlet

Monitoring Date: Select a future date on the calendar when you require the checks to be completed.

Monitored By: Your name or the person who wants the checks done.

Monitor Status: Self Assessment as this is usually an internal audit.

Monitoring Type: This field can be populated by the type of check you are doing, the field in drop menu can be populated to have a list of audits to be performred

 For example, Daily Finance, Weekly Finance, Health and Safety and all other areas to check.

Step 3. This will schedule your check and keep it in a list for review status, completed checks will have the date completed and the due checks will be highlighted in red and will have the the prompt 'Processing Checks' in red text.

As Head Office you may update the compliance record and amend the dates for actions to be completed.

Reports are available to view in Head Office view ( See Related Guide on Monitoring Reports)

Related Guides

 Monitoring Reports