The manual,in plain steps.

Your workspace is set up when your subscription starts. The account owner receives an invitation by email.

1. 1.Open the invitation and choose a password.
2. 2.Add your business name and your first site.
3. 3.Check the time zone of each site: due times follow it.

Start with one routine you know well, such as opening.

1. 1.Create a procedure and give it a clear name.
2. 2.Add steps in the order they are done. Keep one action per step.
3. 3.Where it helps, add a reference photo, or ask for a reading, a photo or a note.
4. 4.Save. The procedure becomes Rev. 1.

A checklist is a procedure with a rhythm and a due time.

1. 1.Choose the procedure to schedule.
2. 2.Pick the rhythm: every day, certain days, or every few hours.
3. 3.Set the due time.
4. 4.Choose the site and the role responsible.

Roles decide which sheets people see; permissions decide what they can change.

1. 1.Add each location as a site.
2. 2.Create the roles your team uses (shift lead, kitchen, closing…).
3. 3.Invite people by email and give each one a role and a site.
4. 4.Give editing rights only to the people who write procedures.

What your staff see when they sign in.

1. 1.Today’s sheets for their site and role, with due times.
2. 2.Each step in order, with its explanation and reference photo.
3. 3.A tick per step, plus the photo, reading or note the step asks for.
4. 4.Sign-off when the last step is ticked: initials and time are added automatically.

Every completed sheet is kept with its revision.

1. 1.Open a site and a day to read its sheets as they were completed.
2. 2.Open a procedure to see its revisions, dates and authors.
3. 3.Edit a procedure to create the next revision; the team switches to it at once.

Decide who hears about late sheets, then read the week.

1. 1.On each checklist, choose who is reminded when it runs late.
2. 2.Open reports to see checklists due, done, late and missed.
3. 3.Filter by site, role and period, then open any sheet from the report.

Plans are agreed with us in writing.

1. 1.Your order sets out the plan, the term and the subscription fees.
2. 2.Invoices are sent to the billing contact on your account.
3. 3.To change plan, add sites or cancel, email us from the account owner’s address.
4. 4.On cancellation, the service stays open until the end of the current term.